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If You Invested in Saratoga Investment Corp. 8.50% Notes due 2028 (SAZ)

NYSE
Looking for the current price? See the SAZ quote & overview
$1,000 invested 1 Year Ago
$999
-0.1% price return -0.1% CAGR
-0.1% with dividends reinvested
Bought on Oct 22, 2025 at $25.40 split-adjusted
$1,000 invested 5 Years Ago
N/A
Trading since 2023-04-24

What $1,000 or $10,000 in SAZ Would Be Worth Now

Real historical value by amount invested and how long ago
If you invested 1 year ago 5 years ago 10 years ago Since Apr 24, 2023
$1,000 $999 -0% — — $1,015 +1%
$10,000 $9,988 -0% — — $10,148 +1%

Based on real historical closing prices adjusted for stock splits, without dividends, through 2026-10-22. Figures with dividends reinvest each cash dividend at the previous close less the dividend, before taxes. Past performance does not guarantee future results.

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$1,000 Investment Over Time

SAZ vs S&P 500

Year-by-Year Returns

SAZ annual performance
Year Start Price End Price Annual Return Cumulative
2023 $25.00 $25.50 +2.0% +2.0%
2024 $25.50 $25.53 +0.1% +2.1%
2025 $25.53 $25.35 -0.7% +1.4%
2026 $25.35 $25.37 +0.1% +1.5%

About Saratoga Investment Corp. 8.50% Notes due 2028

NYSE

Current Price
$25.37
EPS
$2.31
Revenue
$0.0B
View full SAZ overview

Frequently Asked Questions

Saratoga Investment Corp. 8.50% Notes due 2028 investment returns

How much would $1,000 invested in Saratoga Investment Corp. 8.50% Notes due 2028 be worth today?

If you invested $1,000 in Saratoga Investment Corp. 8.50% Notes due 2028 (SAZ) 1 years ago on 2025-10-22, your investment would be worth $999 as of 2026-10-22, a -0.1% price return without dividends, growing at a compounded rate of -0.1% per year (CAGR).

Has Saratoga Investment Corp. 8.50% Notes due 2028 outperformed the S&P 500?

Comparison data requires at least 10 years of trading history. Use the calculator above to compare SAZ performance over available time periods.

What is Saratoga Investment Corp. 8.50% Notes due 2028's average annual return?

The compound annual growth rate (CAGR) of SAZ’s share price over the past 1 years is -0.1%, without dividends. Individual years vary a great deal, and SAZ’s best recent full year was 2024 (+0.1%) while the worst was 2025 (-0.7%).

For informational and educational purposes only, not investment advice.