Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GAIN (Gladstone Investment Corporation) | 14.21% | 15.95% | 13.81% | 20.47% | 17.36% | 17.05% | 10.02% | 10.29% |
Data as of 07/15/2025, AR inception is 06/23/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GAIN (Gladstone Investment Corporation) | 06/23/2005 | 07/15/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.07 | 15.95 | 13.81 | 20.47 | 17.36 | 17.05 | 10.02 | 10.29 | 14.21 | 5.33 | 31.01 | -17.55 | 82.14 | -15.86 | 57.50 | -7.89 | 41.37 | 22.40 | 21.44 | -2.70 | 28.71 | 4.71 | 2.98 | 81.96 | 7.45 | -41.60 | -31.05 | 19.91 | -8.39 |
| Sharpe Ratio | NA | 0.58 | 0.47 | 0.83 | 0.62 | NA | NA | 0.22 | 0.99 | 0.09 | 1.31 | -0.66 | 4.49 | -0.32 | 3.09 | -0.40 | 2.34 | 0.99 | 1.18 | -0.16 | 1.95 | 0.19 | 0.07 | 2.03 | 0.07 | -0.44 | -1.74 | 0.85 | -1.04 |
| Standard Deviation(%) | NA | 23.98 | 22.07 | 22.62 | 25.94 | NA | NA | 41.06 | 26.46 | 18.77 | 21.14 | 28.97 | 18.28 | 49.77 | 18.15 | 23.28 | 17.47 | 22.39 | 18.21 | 16.94 | 14.69 | 25.28 | 41.45 | 40.24 | 110.17 | 97.02 | 19.76 | 19.41 | 17.24 |
| Draw Down(%) | NA | 14.76 | 23.95 | 26.26 | 55.93 | NA | NA | 80.34 | 14.76 | 12.71 | 11.55 | 26.26 | 9.92 | 52.31 | 12.75 | 24.44 | 7.74 | 17.97 | 15.96 | 14.01 | 8.39 | 15.67 | 19.73 | 24.58 | 57.16 | 68.02 | 34.00 | 9.81 | 15.54 |
| Yield(%) | 0.00 | 15.50 | 13.21 | 15.97 | 15.89 | 17.99 | 6.54 | 6.87 | 7.70 | 11.66 | 18.84 | 7.51 | 10.24 | 7.10 | 11.18 | 8.47 | 10.83 | 9.97 | 11.02 | 10.12 | 10.12 | 9.16 | 7.54 | 10.57 | 12.42 | 10.41 | 6.27 | 6.45 | 1.28 |
Data as of 07/15/2025, AR inception is 06/23/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GAIN (Gladstone Investment Corporation) |
-29.30%
Mar 2006 - Mar 2009 |
-8.09%
Aug 2005 - Aug 2010 |
2.46%
Feb 2006 - Feb 2016 |
6.47%
Oct 2005 - Oct 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GAIN (Gladstone Investment Corporation) |
38.65%
Apr 2009 - Apr 2012 |
28.13%
Mar 2009 - Mar 2014 |
24.36%
Apr 2009 - Apr 2019 |
20.94%
Apr 2009 - Apr 2024 |
Annualized Rolling Returns Comparison Chart