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Saratoga Investment Corp. (NYSE:SAR) Seasonal Chart

Seasonal Chart Analysis

Analysis of the Saratoga Investment Corp. (NYSE:SAR) seasonal charts above shows that a Buy Date of December 22 and a Sell Date of May 15 has resulted in a geometric average return of 15.44% above the benchmark rate of the S&P 500 Total Return Index over the past 12 years. This seasonal timeframe has shown positive results compared to the benchmark in 11 of those periods. This is an excellent rate of success and the return strongly outperforms the relative buy-and-hold performance of the stock over the past 12 years by an average of 14.49% per year.

The seasonal timeframe correlates Fairly Well with the period of seasonal strength for the Financial sector, which runs from November 22 to April 13. The seasonal chart for the broad sector is available via the following link: Financial Sector Seasonal Chart.

Saratoga Investment Corp is a specialty finance company, which invests primarily in leveraged loans and mezzanine debt issued by private middle-market companies in the United States. Its investment objective is to generate current income and, to a lesser extent, capital appreciation from its investments. Its portfolio comprises investments in leveraged loans, which are generally senior debt instruments that rank ahead of subordinated debt of the portfolio company issued by middle market companies. In addition, it also purchases mezzanine debt, which is unsecured and subordinated to senior debt of the portfolio company and makes equity investments in middle market companies.

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