SAR vs AVXL

Comparison between Saratoga Investment Corp (SAR, Company) and Anavex Life Sciences Corporation (AVXL, Company).

SAR is from the Financial Services sector, while AVXL is from the Healthcare sector.

5-Year PerformanceSAR has outperformed AVXL, delivering a return of +6.1% compared to -30.1%

SAR vs AVXL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SAR(COMPANY)	AVXL(COMPANY)
Market Cap	$316M	$316M
Max Drawdown	94.01%	97.06%
Sharpe Ratio	-0.39	-0.96
5Y Beta	0.52	1.37
Industry	Asset Management	Biotechnology
P/E Ratio	19.63	-7.40
Forward P/E	13.19	3.85
Dividend Yield	15.00%	N/A
5Y Dividends CAGR	19.16%	N/A
5Y EPS CAGR	N/A	0.72%
Debt to Equity	215.98%	0.00%
Free Cash Flow Yield	-46.34%	-10.78%

Market Cap

SAR

$316M

Winner

AVXL

$316M

Max Drawdown

Winner

SAR

94.01%

AVXL

97.06%

Sharpe Ratio

Winner

SAR

-0.39

AVXL

-0.96

5Y Beta

Winner

SAR

0.52

AVXL

1.37

Industry

SAR

Asset Management

AVXL

Biotechnology

P/E Ratio

SAR

19.63

Winner

AVXL

-7.40

Forward P/E

SAR

13.19

Winner

AVXL

3.85

Dividend Yield

SAR

15.00%

AVXL

N/A

5Y Dividends CAGR

SAR

19.16%

AVXL

N/A

5Y EPS CAGR

SAR

N/A

AVXL

0.72%

Debt to Equity

SAR

215.98%

Winner

AVXL

0.00%

Free Cash Flow Yield

SAR

-46.34%

Winner

AVXL

-10.78%

SAR vs AVXL - Historical Returns

Returns include dividend reinvestment.

Period	SAR	AVXL
1 month	+3.97%	+39.15%
3 months	-5.50%	+6.17%
6 months	-6.69%	-16.79%
1 year	-8.90%	-69.03%
5 years(CAGR)	+6.13%	-30.07%
10 years(CAGR)	+12.09%	-1.23%
Max(CAGR)	+5.15%	-4.37%

SAR

+3.97%

Winner

AVXL

+39.15%

SAR

-5.50%

Winner

AVXL

+6.17%

Winner

SAR

-6.69%

AVXL

-16.79%

Winner

SAR

-8.90%

AVXL

-69.03%

5Y(CAGR)

Winner

SAR

+6.13%

AVXL

-30.07%

10Y(CAGR)

Winner

SAR

+12.09%

AVXL

-1.23%

Max(CAGR)

Winner

SAR

+5.15%

AVXL

-4.37%

SAR vs AVXL - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	SAR	AVXL
2026	-5.25%	-11.14%
2025	+9.10%	-70.70%
2024	+6.50%	+77.67%
2023	+10.72%	-3.82%
2022	-4.08%	-47.65%
2021	+54.28%	+227.79%
2020	-10.77%	+88.15%
2019	+29.96%	+54.17%
2018	-2.27%	-50.63%
2017	+22.47%	-21.65%
2016	+48.92%	-36.74%
2015	+14.78%	+599.75%
2014	-3.24%	-33.93%
2013	+16.35%	-67.53%
2012	+56.12%	-43.57%
2011	-15.58%	-67.54%
2010	+26.49%	+65.91%
2009	+5.90%	-17.31%
2008	-67.73%	-50.57%
2007	-21.56%	+90.91%
2006	N/A	+35.00%

SAR vs AVXL Drawdown Comparison

The maximum drawdown for SAR was -90.54%, occurring on Nov 24, 2008. Recovery took 2410 trading sessions.

The maximum drawdown for AVXL was -97.06%, occurring on Nov 19, 2014. Recovery took 3314 trading sessions.

The current SAR drawdown is -12.00%. The current AVXL drawdown is -88.67%.

Rank	SAR	AVXL
#1	-90.54% Jun 4, 2007 - Dec 27, 2016	-97.06% Apr 18, 2008 - Jun 18, 2021
#2	-69.89% Feb 14, 2020 - Apr 5, 2021	-91.89% Jun 28, 2021 - Jul 16, 2026
#3	-28.49% Jun 26, 2018 - Jul 26, 2019	-9.26% Sep 12, 2006 - Jan 3, 2007
#4	-25.99% Oct 6, 2021 - Jan 10, 2023	-7.76% Feb 4, 2008 - Apr 18, 2008
#5	-22.46% May 4, 2026 - Jul 9, 2026	-7.29% Jan 7, 2008 - Jan 31, 2008
#6	-15.50% Feb 17, 2023 - May 24, 2023	-6.41% Jul 5, 2007 - Dec 4, 2007
#7	-15.19% Jun 1, 2023 - Oct 9, 2024	-5.32% Jun 21, 2021 - Jun 28, 2021
#8	-14.36% Apr 1, 2025 - May 6, 2025	-3.63% Dec 19, 2007 - Dec 31, 2007
#9	-13.85% Sep 2, 2025 - Feb 2, 2026	-2.63% May 7, 2007 - Jun 22, 2007
#10	-13.25% Jan 10, 2018 - May 15, 2018	-2.60% Jun 25, 2007 - Jul 5, 2007
#11	-12.48% Mar 13, 2017 - Oct 23, 2017	-2.39% Aug 8, 2006 - Aug 14, 2006
#12	-11.73% Mar 4, 2026 - May 1, 2026	-2.27% Aug 16, 2006 - Aug 22, 2006
#13	-8.61% May 6, 2025 - May 27, 2025	-2.05% Dec 11, 2007 - Dec 13, 2007
#14	-7.37% Feb 28, 2025 - Mar 27, 2025	-1.92% Aug 25, 2006 - Sep 7, 2006
#15	-7.20% Mar 27, 2007 - May 29, 2007	-1.61% Jan 16, 2007 - Feb 5, 2007