Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GLAD (Gladstone Capital Corporation) | 4.85% | 32.02% | 20.22% | 24.59% | 16.10% | 11.06% | 6.71% | 8.47% |
Data as of 07/24/2025, AR inception is 08/24/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GLAD (Gladstone Capital Corporation) | 08/24/2001 | 07/24/2025 |
| 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 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.49 | 32.02 | 20.22 | 24.59 | 16.10 | 11.06 | 6.71 | 8.47 | 4.85 | 47.01 | 22.74 | -10.41 | 40.50 | -0.68 | 48.63 | -13.02 | 3.87 | 43.93 | -2.22 | -5.62 | 28.93 | 18.26 | -27.47 | 61.91 | 9.00 | -46.34 | -22.92 | 20.21 | -3.47 | 12.84 | 44.38 | -8.59 | 10.18 |
| Sharpe Ratio | NA | 1.21 | 0.84 | 0.99 | 0.44 | NA | NA | 0.18 | 0.26 | 2.42 | 1.05 | -0.40 | 2.01 | -0.01 | 3.16 | -0.65 | 0.19 | 1.15 | -0.08 | -0.24 | 1.56 | 0.73 | -0.69 | 1.56 | 0.10 | -0.57 | -0.75 | 0.68 | -0.23 | 0.62 | 2.02 | -0.30 | 0.83 |
| Standard Deviation(%) | NA | 23.84 | 21.53 | 22.81 | 32.11 | NA | NA | 38.45 | 27.48 | 17.95 | 18.39 | 29.87 | 20.18 | 70.50 | 14.92 | 22.22 | 17.14 | 38.06 | 28.87 | 23.26 | 18.50 | 25.13 | 40.12 | 39.52 | 90.80 | 82.99 | 34.93 | 24.84 | 25.36 | 19.27 | 21.66 | 31.91 | 38.94 |
| Draw Down(%) | NA | 22.97 | 23.17 | 31.66 | 58.37 | NA | NA | 74.88 | 22.97 | 11.93 | 15.78 | 31.66 | 12.58 | 58.37 | 5.86 | 28.42 | 11.46 | 34.01 | 22.01 | 18.60 | 15.44 | 17.65 | 41.19 | 27.17 | 50.28 | 69.64 | 26.98 | 10.98 | 20.26 | 16.76 | 8.15 | 22.72 | 15.57 |
| Yield(%) | 0.57 | 10.05 | 14.19 | 16.91 | 13.24 | 8.45 | 4.43 | 6.66 | 3.97 | 19.80 | 10.08 | 7.06 | 8.96 | 7.93 | 11.38 | 9.06 | 8.74 | 11.38 | 10.01 | 8.88 | 10.04 | 10.62 | 7.25 | 10.53 | 12.30 | 8.99 | 6.95 | 7.57 | 6.50 | 6.28 | 7.17 | 2.48 | 0.00 |
Data as of 07/24/2025, AR inception is 08/24/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GLAD (Gladstone Capital Corporation) |
-30.74%
Nov 2005 - Nov 2008 |
-16.04%
Nov 2003 - Nov 2008 |
-2.40%
Jan 2005 - Jan 2015 |
0.46%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GLAD (Gladstone Capital Corporation) |
28.99%
Mar 2020 - Mar 2023 |
30.64%
Mar 2020 - Mar 2025 |
17.37%
Jan 2015 - Jan 2025 |
14.71%
Jan 2010 - Jan 2025 |
Annualized Rolling Returns Comparison Chart