Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GAINL (Gladstone Investment Corporation 8.00% Notes due 2028) | NA | 10.27% | 6.40% | NA | NA | NA | NA | … | … |
Data as of 08/27/2021, Common starting date is 08/24/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GAINL (Gladstone Investment Corporation 8.00% Notes due 2028) | 08/24/2018 | 08/27/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 10.27 | 6.40 | NA | NA | NA | NA | … | … | 3.63 | 2.69 | 16.86 | -3.22 |
| Sharpe Ratio | NA | 1.67 | 0.22 | NA | NA | NA | NA | … | … | 0.89 | 0.06 | 1.81 | -1.12 |
| Standard Deviation(%) | NA | 6.13 | 25.70 | NA | NA | NA | NA | … | … | 6.29 | 43.01 | 8.55 | 9.35 |
| Draw Down(%) | NA | 3.76 | 42.16 | NA | NA | NA | NA | … | … | 3.76 | 42.01 | 2.20 | 6.90 |
| Yield(%) | 0.52 | 6.45 | 6.25 | 3.75 | 1.87 | 1.25 | 0.94 | … | … | 4.13 | 5.95 | 6.44 | 2.22 |
Data as of 08/27/2021, Common starting date is 08/24/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GAINL (Gladstone Investment Corporation 8.00% Notes due 2028) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GAINL (Gladstone Investment Corporation 8.00% Notes due 2028) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart