Saratoga Investment Corp. 8 % Notes 2026-31.08.31
Prices on SharpeShare since Aug 27, 2026
Range since Aug 27, 2026
Low $24.65High $25.75
Has SAX beaten the S&P 500?
Since Aug 27, 2026 (to Oct 20, 2026), SAX returned +2.2%; the S&P 500 (SPY) returned 0.0%.
Aug 27, 2026 – Oct 20, 2026. Returns include dividends and other distributions, reinvested.
How are your investments doing?
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Returns by period
| Period | SAX | S&P 500 |
|---|---|---|
| 1 month | +0.1% | +1.0% |
How has SAX done each year?
SharpeShare can't compare a full calendar year of SAX with the S&P 500 yet; the bars show the parts of years it can.
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2026*: SAX +2.2%, S&P 500 (SPY) 0.0%
* Part of a year: the returns SharpeShare measures start or end inside it.
Select a month to see its return.
Each cell is that month's return, dividends included: green up, red down, uncolored when it rounds to 0.0%.
How rough does it get?
Counting dividends, SAX's largest decline since Aug 2026 was 2.4%, from Sep 30 to Oct 16, 2026. It hasn't closed back at that high since. The S&P 500 didn't fall 10% or more in that time.
Since Aug 27, 2026, SAX moved less than 1% up or down on 89% of trading days. Its biggest one-day fall was 2.1% (Oct 16, 2026); its biggest rise 1.7% (Sep 30, 2026).
Highest closing price since Aug 2026: $25.75 on Sep 30, 2026. The latest close, $25.20 on Oct 20, 2026, is 2.1% below it.
How are your investments doing?
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