Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GAINM (Gladstone Investment Corporation) | NA | -18.49% | -3.24% | NA | NA | NA | NA | … | … |
Data as of 03/11/2021, Common starting date is 09/21/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GAINM (Gladstone Investment Corporation) | 09/21/2016 | 03/11/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -18.49 | -3.24 | NA | NA | NA | NA | … | … | -20.92 | 1.28 | -3.64 | -8.20 | -4.84 | -0.28 |
| Sharpe Ratio | NA | -0.44 | -0.16 | NA | NA | NA | NA | … | … | -1.40 | 0.03 | -0.13 | -0.48 | -0.09 | -0.02 |
| Standard Deviation(%) | NA | 42.48 | 24.89 | NA | NA | NA | NA | … | … | 51.16 | 36.40 | 39.34 | 19.77 | 64.46 | 74.83 |
| Draw Down(%) | NA | 32.96 | 34.79 | NA | NA | NA | NA | … | … | 21.11 | 34.79 | 15.27 | 9.91 | 16.30 | 19.75 |
| Yield(%) | 0.00 | 0.52 | 4.28 | 4.39 | 2.20 | 1.46 | 1.10 | … | … | 0.00 | 1.52 | 6.23 | 6.10 | 6.17 | 1.65 |
Data as of 03/11/2021, Common starting date is 09/21/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GAINM (Gladstone Investment Corporation) |
-3.45%
Feb 2018 – Feb 2021 |
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 |
|---|---|---|---|---|
| GAINM (Gladstone Investment Corporation) |
7.07%
Nov 2016 – Nov 2019 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart