Overview Performance Dividends Peer Group Options

(GAIN) Gladstone Investment - Performance 11.6% in 12m

Compare GAIN with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?

Performance Rating 82.70%
#16 in Group
Rel. Strength 70.28%
#2378 in Universe
Total Return 12m 11.60%
#52 in Group
Total Return 5y 141.86%
#31 in Group
P/E 6.23
16th Percentile in Group
P/E Forward 13.4
77th Percentile in Group
PEG 5.46
94th Percentile in Group
FCF Yield -7.86%
1th Percentile in Group

12m Total Return: GAIN (11.6%) vs XLF (19.4%)

Compare overall performance (total returns) of Gladstone Investment with its related sector ETF XLF

5y Drawdown (Underwater) Chart

5 Year Drawdown / Underwater Chart for (GAIN) Gladstone Investment - Performance 11.6% in 12m

Top Performers in Asset Management & Custody Banks

Short Term
Symbol 1w 1m 3m
GAIN 4.82% 2.16% 4.92%
BOWN -0.32% 84.1% 19.9%
ASA 18.2% 10.7% 43.0%
SII 20.3% 19.5% 23.8%
Long Term
Symbol 6m 12m 5y
GAIN 0.01% 11.6% 142%
LCS -1.70% 61.5% 543%
CIX 47.5% 139% 348%
LFE -4.05% 78.3% 385%
Overall best picks of Peer Group Selected by proven GARP Predictive Metrics, sorted by Growth Rating
Symbol 1m 12m 5y P/E P/E Forward PEG EPS
Stability		 EPS
CAGR
AMP NYSE
Ameriprise Financial		 -5.99% 14.2% 359% 14.2 12.5 0.94 30.9% 31.1%
ARES NYSE
Ares Management		 -5.11% 9.48% 418% 57.9 22.9 0.63 31.5% 29.5%
APO NYSE
Apollo Global Management		 -9.73% 17.7% 284% 17.2 15.1 1.37 22.6% -4.44%
BCSF NYSE
Bain Capital Specialty		 -11.7% 4% 153% 9.01 10.4 1.07 -1.20% -8.73%
AGF-B TO
AGF Management Limited		 -7.45% 21.2% 201% 6.36 5.35 1.25 82.9% 18.1%
TSLX NYSE
Sixth Street Specialty		 -8.21% 7.91% 141% 9.74 9.23 1.27 -35.1% -6.83%
PNNT NYSE
PennantPark Investment		 -10.5% 4.33% 281% 7.67 8.05 0.28 -37.9% -19.4%
FHI NYSE
Federated Investors		 -5.31% 13.6% 132% 11.7 9.27 1.78 45.6% 9.29%

Performance Comparison: GAIN vs XLF vs S&P 500

XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for GAIN
Total Return (including Dividends) GAIN XLF S&P 500
1 Month 2.16% -4.87% -7.04%
3 Months 4.92% -6.25% -10.88%
12 Months 11.60% 19.36% 5.72%
5 Years 141.86% 132.21% 100.77%
Trend Score (consistency of price movement) GAIN XLF S&P 500
1 Month -23.6% -69.4% -76.1%
3 Months 14.3% -72.1% -86.4%
12 Months 64.2% 87.9% 67.8%
5 Years 88.4% 75.2% 84.3%
Relative Strength (compared with Indexes) Rank in Peer Group vs. XLF vs. S&P 500
1 Month #10 7.39% 9.89%
3 Month #10 11.9% 17.7%
12 Month #53 -6.50% 5.55%
5 Years #37 4.16% 20.5%

FAQs

Does GAIN Gladstone Investment outperforms the market?

No, over the last 12 months GAIN made 11.60%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 19.36%.
Over the last 3 months GAIN made 4.92%, while XLF made -6.25%.

Performance Comparison GAIN vs Indeces and Sectors

GAIN vs. Indices GAIN is Over or Underperforming

Symbol 1w 1m 6m 12m
US S&P 500 SPY 9.01% 9.20% 9.16% 5.88%
US NASDAQ 100 QQQ 9.50% 10.0% 9.25% 7.94%
US Dow Jones Industrial 30 DIA 7.11% 7.33% 7.19% 4.92%
German DAX 40 DAX -3.49% 10.2% -9.42% -7.68%
Shanghai Shenzhen CSI 300 CSI 300 2.01% 9.91% 4.31% 3.65%
Hongkong Hang Seng HSI 1.34% 13.3% 7.77% -4.54%
India NIFTY 50 INDA 5.0% -1.26% 9.74% 10.9%
Brasil Bovespa EWZ 4.50% 8.44% 8.84% 22.5%

GAIN vs. Sectors GAIN is Over or Underperforming

Symbol 1w 1m 6m 12m
Communication Services XLC 9.20% 9.74% 0.96% -1.66%
Consumer Discretionary XLY 10.6% 8.38% 6.95% 4.26%
Consumer Staples XLP 3.75% 2.27% 1.51% -0.89%
Energy XLE 8.05% 14.1% 10.2% 24.4%
Financial XLF 6.30% 7.03% 1.24% -7.76%
Health Care XLV 6.60% 8.94% 10.4% 11.7%
Industrial XLI 6.51% 8.13% 9.79% 7.71%
Materials XLB 5.51% 9.60% 16.6% 19.5%
Real Estate XLRE 3.26% 7.15% 9.44% -2.76%
Technology XLK 9.70% 12.0% 15.2% 14.8%
Utilities XLU 3.49% 4.27% 4.93% -14.8%
Aerospace & Defense XAR 4.35% 2.77% -0.25% -11.6%
Biotech XBI 4.49% 17.1% 25.1% 23.7%
Homebuilder XHB 9.62% 11.4% 28.6% 23.3%
Retail XRT 9.25% 7.91% 16.5% 18.6%

GAIN vs. Commodities GAIN is Over or Underperforming

Symbol 1w 1m 6m 12m
Oil USO 4.57% 8.98% 6.43% 28.3%
Natural Gas UNG 18.0% 21.9% -26.7% -6.01%
Gold GLD -2.92% -8.95% -24.4% -27.4%
Silver SLV -1.24% 5.57% -2.93% -3.75%
Copper CPER -0.88% 7.82% -6.96% 2.64%

GAIN vs. Yields & Bonds GAIN is Over or Underperforming

Symbol 1w 1m 6m 12m
iShares 20+ Years Bond TLT 5.45% 4.36% 5.39% 7.42%
iShares High Yield Corp. Bond HYG 5.41% 3.90% 0.20% 3.24%