Current Value
$25.411 Year Return
Current Value
$25.411 Year Return
SeekingAlpha
Saratoga Investment Corp. BDC outperforms with a diversified portfolio and strong dividends. Find out why SAR stock is undervalued and trading at a discount.
SeekingAlpha
Read here for more on recent challenges faced by business development companies, including a drop in performance and a rise in corporate bankruptcies.
SeekingAlpha
Saratoga Investment: Key Risks Remain Unresolved And The BDC Market Won't Help
Yahoo
Saratoga Investment Corp (SAR) reports a mixed quarter with strong cash reserves and strategic investments amid declining net investment income.
SeekingAlpha
Saratoga Investment Corp (NYSE:SAR) Q3 2025 Earnings Conference Call January 9, 2024 10:00 AM ETCompany ParticipantsHenri Steenkamp - Chief Financial and...
SeekingAlpha
The following slide deck was published by Saratoga Investment Corp in conjunction with their 2025 Q3 earnings call.
Name | Correlation | AUM | Expense Ratio |
---|---|---|---|
BIL | -0.06% | $37.22B | 0.1356% |
VTIP | 0.16% | $12.91B | 0.03% |
SCHO | -0.17% | $11.46B | 0.03% |
MEAR | 0.20% | $778.85M | 0.25% |
BILS | -0.22% | $3.39B | 0.1356% |
DFNM | 0.24% | $1.49B | 0.17% |
SCMB | -0.27% | $527.67M | 0.03% |
IBDQ | 0.28% | $3.19B | 0.1% |
STIP | 0.28% | $11.05B | 0.03% |
XBIL | -0.29% | $664.34M | 0.15% |
HYMB | -0.30% | $2.86B | 0.35% |
FBY | 0.32% | $191.96M | 0.99% |
DBB | -0.37% | $112.14M | 0.77% |
STPZ | 0.38% | $427.23M | 0.2% |
TFI | 0.42% | $3.71B | 0.23% |
SUB | 0.44% | $8.92B | 0.07% |
SHM | 0.51% | $3.51B | 0.2% |
SOYB | 0.61% | $27.79M | 0.22% |
WEAT | 0.67% | $125.72M | 0.28% |
CORN | 0.69% | $65.57M | 0.2% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
ANET | <0.01% | $138.26B | +64.73% | 0.00% |
RRGB | 0.01% | $89.91M | -51.00% | 0.00% |
AOSL | -0.03% | $1.02B | +50.41% | 0.00% |
INSM | 0.07% | $14.07B | +173.63% | 0.00% |
SNCR | -0.07% | $112.08M | +12.39% | 0.00% |
ABEO | -0.08% | $257.78M | -8.63% | 0.00% |
BIDU | 0.09% | $27.04B | -9.59% | 0.00% |
ARQ | -0.15% | $245.05M | +74.03% | 0.00% |
DELL | 0.17% | $77.37B | +33.29% | 1.62% |
MELI | 0.20% | $104.75B | +16.61% | 0.00% |
MNOV | -0.21% | $91.72M | +38.52% | 0.00% |
BVN | -0.22% | $3.37B | -13.77% | 0.00% |
SKYT | 0.25% | $462.26M | -4.34% | 0.00% |
MED | 0.32% | $175.33M | -68.85% | 0.00% |
CDNA | -0.37% | $1.33B | +192.24% | 0.00% |
ASTS | -0.41% | $6.02B | +781.23% | 0.00% |
MIRM | 0.44% | $2.43B | +74.95% | 0.00% |
XNET | 0.45% | $199.05M | +113.61% | 0.00% |
RAPT | 0.46% | $157.09M | -95.34% | 0.00% |
RUM | 0.49% | $5.69B | +48.49% | 0.00% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
DAO | -14.72% | $305.12M | +130.42% | 0.00% |
HUSA | -12.71% | $22.27M | -3.40% | 0.00% |
K | -12.23% | $28.34B | +48.42% | 2.75% |
FATBB | -11.73% | $65.17M | -20.18% | 15.01% |
WST | -11.62% | $14.42B | -43.23% | 0.39% |
STG | -9.59% | $35.60M | -18.31% | 0.00% |
ASC | -9.52% | $448.54M | -34.03% | 9.94% |
NNVC | -9.05% | $18.51M | +8.40% | 0.00% |
CBOE | -8.77% | $21.80B | +11.92% | 1.14% |
PSQH | -8.72% | $164.87M | -18.57% | 0.00% |
SYPR | -8.03% | $47.20M | +6.49% | 0.00% |
NNE | -7.76% | $1.11B | +743.25% | 0.00% |
OXBR | -7.72% | $30.01M | +359.05% | 0.00% |
DKL | -7.64% | $2.21B | -7.82% | 10.55% |
BACK | -7.63% | $1.24M | -67.57% | 0.00% |
PRPH | -7.40% | $10.16M | -93.15% | 0.00% |
LPTH | -6.70% | $113.05M | +78.13% | 0.00% |
EDU | -6.30% | $8.74B | -40.66% | 0.00% |
ALNY | -6.21% | $34.17B | +79.67% | 0.00% |
TEM | -5.91% | $13.19B | 0.00% | 0.00% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
FDUS | 44.80% | - | - | 7.45% |
UBSI | 43.98% | $5.17B | +6.84% | 3.85% |
GLAD | 43.19% | - | - | 6.37% |
REFI | 42.98% | $309.24M | -0.75% | 13.05% |
USB | 42.03% | $73.93B | +14.06% | 4.16% |
RITM | 41.63% | $6.23B | +12.58% | 8.33% |
NJR | 41.51% | $4.66B | +9.61% | 3.75% |
IDT | 41.02% | $1.23B | +35.88% | 0.41% |
HWC | 40.88% | $5.17B | +34.94% | 2.48% |
ORC | 40.84% | $671.23M | +1.66% | 16.72% |
FFIN | 40.53% | $5.36B | +17.07% | 1.90% |
APAM | 40.43% | $3.07B | +4.11% | 6.52% |
FBRT | 40.22% | $1.06B | -0.91% | 10.93% |
EFC | 40.18% | $1.17B | +5.66% | 12.22% |
SLRC | 40.14% | - | - | 9.41% |
OCSL | 40.05% | - | - | 13.98% |
GBCI | 40.03% | $5.72B | +31.04% | 2.61% |
VNO | 39.95% | $7.99B | +62.84% | 1.75% |
TWO | 39.93% | $1.39B | +3.72% | 13.36% |
GNW | 39.83% | $3.10B | +15.76% | 0.00% |
Name | Correlation | AUM | Expense Ratio |
---|---|---|---|
KBWD | 52.27% | $431.85M | 2.02% |
VPC | 48.42% | $61.71M | 9.72% |
XMLV | 47.11% | $770.52M | 0.25% |
XSHD | 46.39% | $66.26M | 0.3% |
DVY | 46.07% | $19.91B | 0.38% |
PBDC | 46.01% | $188.37M | 13.94% |
DIV | 45.93% | $657.82M | 0.45% |
IWD | 45.87% | $62.09B | 0.19% |
XSLV | 45.82% | $291.62M | 0.25% |
VONV | 45.75% | $11.09B | 0.07% |
RIET | 45.61% | $72.91M | 0.5% |
PEY | 45.60% | $1.21B | 0.53% |
REGL | 45.46% | $1.61B | 0.4% |
SCHV | 45.17% | $12.23B | 0.04% |
SMMV | 45.17% | $297.18M | 0.2% |
REM | 45.15% | $624.89M | 0.48% |
DIVB | 45.12% | $652.52M | 0.05% |
SMDV | 45.11% | $729.06M | 0.4% |
NULV | 45.01% | $1.69B | 0.26% |
VOE | 44.99% | $17.79B | 0.07% |
Name | Correlation | AUM | Expense Ratio |
---|---|---|---|
VIXY | -32.82% | $195.31M | 0.85% |
TAIL | -23.98% | $62.82M | 0.59% |
BTAL | -21.83% | $277.56M | 1.43% |
IBTF | -11.39% | $2.25B | 0.07% |
KBA | -10.26% | $167.67M | 0.56% |
DBE | -10.26% | $56.04M | 0.77% |
CTA | -9.97% | $681.78M | 0.76% |
BNO | -9.76% | $94.01M | 1% |
USDU | -9.65% | $282.00M | 0.5% |
DBO | -9.65% | $191.98M | 0.77% |
ASHR | -8.96% | $2.27B | 0.65% |
USL | -8.95% | $49.89M | 0.85% |
CNYA | -8.93% | $211.48M | 0.6% |
COMT | -8.44% | $745.89M | 0.48% |
USO | -8.38% | $1.12B | 0.6% |
XONE | -8.08% | $576.97M | 0.03% |
IVOL | -7.69% | $437.42M | 1.02% |
OILK | -7.68% | $73.97M | 0.69% |
PDBC | -6.93% | $4.78B | 0.59% |
TBLL | -6.78% | $2.04B | 0.08% |