(SAR) Saratoga Investment - Performance 15.4% in 12m
Compare SAR with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
89.90%
#7 in Group
Rel. Strength
74.24%
#2061 in Universe
Total Return 12m
15.41%
#43 in Group
Total Return 5y
175.47%
#18 in Group
P/E 10.0
48th Percentile in Group
P/E Forward 8.47
42th Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield -
(?) Percentile in Group
12m Total Return: SAR (15.4%) vs XLF (19.4%)
5y Drawdown (Underwater) Chart
Top Performers in Asset Management & Custody Banks
Overall best picks of Peer Group Selected by proven GARP Predictive Metrics, sorted by Growth Rating
| Symbol | 1m | 12m | 5y | P/E | P/E Forward | PEG | EPS Stability |
EPS CAGR |
|---|---|---|---|---|---|---|---|---|
| AMP NYSE Ameriprise Financial |
-5.99% | 14.2% | 359% | 14.2 | 12.5 | 0.94 | 30.9% | 31.1% |
| ARES NYSE Ares Management |
-5.11% | 9.48% | 418% | 57.9 | 22.9 | 0.63 | 31.5% | 29.5% |
| APO NYSE Apollo Global Management |
-9.73% | 17.7% | 284% | 17.2 | 15.1 | 1.37 | 22.6% | -4.44% |
| BCSF NYSE Bain Capital Specialty |
-11.7% | 4% | 153% | 9.01 | 10.4 | 1.07 | -1.20% | -8.73% |
| AGF-B TO AGF Management Limited |
-7.45% | 21.2% | 201% | 6.36 | 5.35 | 1.25 | 82.9% | 18.1% |
| TSLX NYSE Sixth Street Specialty |
-8.21% | 7.91% | 141% | 9.74 | 9.23 | 1.27 | -35.1% | -6.83% |
| PNNT NYSE PennantPark Investment |
-10.5% | 4.33% | 281% | 7.67 | 8.05 | 0.28 | -37.9% | -19.4% |
| FHI NYSE Federated Investors |
-5.31% | 13.6% | 132% | 11.7 | 9.27 | 1.78 | 45.6% | 9.29% |
Performance Comparison: SAR vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for SAR
| Total Return (including Dividends) | SAR | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | -3.75% | -4.87% | -7.04% |
| 3 Months | -4.36% | -6.25% | -10.88% |
| 12 Months | 15.41% | 19.36% | 5.72% |
| 5 Years | 175.47% | 132.21% | 100.77% |
| Trend Score (consistency of price movement) | SAR | XLF | S&P 500 |
| 1 Month | -55.6% | -69.4% | -76.1% |
| 3 Months | -16.2% | -72.1% | -86.4% |
| 12 Months | 88.9% | 87.9% | 67.8% |
| 5 Years | 88.0% | 75.2% | 84.3% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #53 | 1.18% | 3.54% |
| 3 Month | #80 | 2.01% | 7.32% |
| 12 Month | #42 | -3.31% | 9.16% |
| 5 Years | #22 | 18.6% | 37.2% |
FAQs
Does SAR Saratoga Investment outperforms the market?
No,
over the last 12 months SAR made 15.41%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 19.36%.
Over the last 3 months SAR made -4.36%, while XLF made -6.25%.
Over the last 3 months SAR made -4.36%, while XLF made -6.25%.
Performance Comparison SAR vs Indeces and Sectors
SAR vs. Indices SAR is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 3.71% | 3.29% | 9.97% | 9.69% |
| US NASDAQ 100 | QQQ | 4.20% | 4.11% | 10.1% | 11.8% |
| US Dow Jones Industrial 30 | DIA | 1.81% | 1.42% | 8.0% | 8.73% |
| German DAX 40 | DAX | -8.79% | 4.30% | -8.61% | -3.87% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -3.29% | 4.0% | 5.12% | 7.46% |
| Hongkong Hang Seng | HSI | -3.96% | 7.40% | 8.58% | -0.73% |
| India NIFTY 50 | INDA | -0.30% | -7.17% | 10.6% | 14.7% |
| Brasil Bovespa | EWZ | -0.80% | 2.53% | 9.65% | 26.3% |
SAR vs. Sectors SAR is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 3.90% | 3.83% | 1.77% | 2.15% |
| Consumer Discretionary | XLY | 5.30% | 2.47% | 7.76% | 8.07% |
| Consumer Staples | XLP | -1.55% | -3.64% | 2.32% | 2.92% |
| Energy | XLE | 2.75% | 8.17% | 11.0% | 28.2% |
| Financial | XLF | 1.0% | 1.12% | 2.05% | -3.95% |
| Health Care | XLV | 1.30% | 3.03% | 11.2% | 15.6% |
| Industrial | XLI | 1.21% | 2.22% | 10.6% | 11.5% |
| Materials | XLB | 0.21% | 3.69% | 17.4% | 23.4% |
| Real Estate | XLRE | -2.04% | 1.24% | 10.3% | 1.05% |
| Technology | XLK | 4.40% | 6.08% | 16.0% | 18.6% |
| Utilities | XLU | -1.81% | -1.64% | 5.74% | -11.0% |
| Aerospace & Defense | XAR | -0.95% | -3.14% | 0.56% | -7.75% |
| Biotech | XBI | -0.81% | 11.2% | 25.9% | 27.5% |
| Homebuilder | XHB | 4.32% | 5.46% | 29.4% | 27.1% |
| Retail | XRT | 3.95% | 2.0% | 17.3% | 22.4% |