Saratoga Investment Corp (SAR) — Strategic Asset Allocation Index
Saratoga Investment Corp (SAR) has a Strategic Asset Allocation Index of 297.6% as of May 2026. Strategic assets (PP&E of $- plus long-term investments of $1.13 Billion) total $1.13 Billion, measured against net assets of $378.45 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See SAR net asset quality index to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Saratoga Investment Corp Strategic Asset Allocation Index (2014–2026)
This chart shows how Saratoga Investment Corp's Strategic Asset Allocation Index has evolved across 13 annual periods from 2014 to 2026. As of May 2026, the index stands at 297.6%, representing strategic assets of $1.13 Billion against net assets of $378.45 Million USD. For live market cap and overall valuation, see Saratoga Investment Corp market cap and net worth.
Annual Strategic Asset Allocation Index for Saratoga Investment Corp (2014–2026)
The table below presents the year-by-year Strategic Asset Allocation Index for Saratoga Investment Corp from 2014 to 2026, covering 13 annual filings. Each row shows PP&E, long-term investments, strategic assets combined, net assets, the index percentage, and the change in percentage points compared to the prior year. See what is Saratoga Investment Corp's book value for net asset value and shareholders' equity analysis.
| Year | SAAI | Strategic Assets (USD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2026 | 281.3% | $1.11 Billion | $- | $1.11 Billion | $394.32 Million | ▲ +32.2 pp |
| 2025 | 249.1% | $978.08 Million | $- | $978.08 Million | $392.67 Million | ▼ -58.5 pp |
| 2024 | 307.6% | $1.14 Billion | $- | $1.14 Billion | $370.22 Million | ▲ +27.3 pp |
| 2023 | 280.3% | $972.59 Million | $- | $972.59 Million | $346.96 Million | ▲ +50.5 pp |
| 2022 | 229.8% | $817.57 Million | $- | $817.57 Million | $355.78 Million | ▲ +47.6 pp |
| 2021 | 182.2% | $554.31 Million | $- | $554.31 Million | $304.19 Million | ▲ +22.6 pp |
| 2020 | 159.6% | $485.63 Million | $- | $485.63 Million | $304.29 Million | ▼ -62.7 pp |
| 2019 | 222.3% | $402.02 Million | $- | $402.02 Million | $180.88 Million | ▼ -16.2 pp |
| 2018 | 238.5% | $342.69 Million | $- | $342.69 Million | $143.69 Million | ▲ +8.6 pp |
| 2017 | 229.9% | $292.66 Million | $- | $292.66 Million | $127.29 Million | ▲ +13.2 pp |
| 2016 | 216.7% | $271.17 Million | $- | $271.17 Million | $125.15 Million | ▲ +34.4 pp |
| 2015 | 182.3% | $223.51 Million | $- | $223.51 Million | $122.60 Million | ▲ +18.1 pp |
| 2014 | 164.2% | $186.28 Million | $- | $186.28 Million | $113.43 Million | — |