GAIN Performance & Benchmarks - 17.2% in 12m
The Total Return for 3m is 6.9%, for 6m 14.6% and YTD 14.8%. Compare with Peer-Group: Asset Management & Custody Banks
Performance Rating
88.55%
#4 in Peer-Group
Rel. Strength
65.33%
#2659 in Stock-Universe
Total Return 12m
17.20%
#52 in Peer-Group
Total Return 5y
170.34%
#18 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | 7.92 |
| P/E Forward | 16.7 |
| High / Low | USD |
|---|---|
| 52 Week High | 14.55 USD |
| 52 Week Low | 10.76 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 46.17 |
| Buy/Sell Signal +-5 | 2.05 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: GAIN (17.2%) vs XLF (23.6%)
5y Drawdown (Underwater) Chart
Top Performer in Asset Management & Custody Banks
Short Term Performance
| Symbol | 1w | 1m | 3m |
|---|---|---|---|
| GAIN | 0.07% | -0.7% | 6.88% |
| BTCS | -19.8% | 130% | 182% |
| ALCBI | -36.1% | -66.3% | 385% |
| IREN | -15.1% | 8.37% | 152% |
Long Term Performance
| Symbol | 6m | 12m | 5y |
|---|---|---|---|
| GAIN | 14.6% | 17.2% | 170% |
| ALCBI | 153% | 61.5% | 47.2% |
| BTCS | 63.4% | 208% | 105% |
| IREN | 58.2% | 62.5% | -35.4% |
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 |
|---|---|---|---|---|---|---|---|---|
| PNNT NYSE PennantPark Investment |
7.33% | 14.9% | 320% | 9.97 | 10.6 | 0.28 | 24.0% | 18.8% |
| TSLX NYSE Sixth Street Specialty |
0.25% | 25.5% | 150% | 12.9 | 11.9 | 1.27 | 1.80% | 78.7% |
| AGF-B TO AGF Management |
-6.26% | 57.2% | 202% | 8.06 | 7.04 | 1.25 | 74.2% | 24.9% |
| OFS NASDAQ OFS Capital |
-3.2% | 11.7% | 247% | 3.78 | 9.2 | 1.67 | 54.2% | 17.2% |
| ARES NYSE Ares Management |
8.5% | 32.7% | 449% | 109 | 38 | 0.63 | 44.9% | 36.9% |
| BK NYSE The Bank of New York Mellon |
12.4% | 61.4% | 229% | 15.4 | 14.6 | 1.17 | 47.0% | 16.2% |
| FHI NYSE Federated Investors |
11.3% | 48% | 139% | 13.7 | 11.7 | 1.05 | 19.5% | 26.6% |
| GBDC NASDAQ Golub Capital BDC |
2.73% | 8.76% | 106% | 14.2 | 10.7 | 1.51 | 40.9% | 49.4% |
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 | -0.70% | 0.82% | 2.82% |
| 3 Months | 6.88% | 8.86% | 14.94% |
| 12 Months | 17.20% | 23.63% | 18.07% |
| 5 Years | 170.34% | 140.53% | 108.95% |
| Trend Stabilty (consistency of price movement) | GAIN | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | -30.8% | 36.7% | 91.8% |
| 3 Months | 50.3% | 84.3% | 97.6% |
| 12 Months | 82.2% | 78.1% | 49.5% |
| 5 Years | 88.7% | 75% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
|---|---|---|---|
| 1 Month | 28 %th | -1.51% | -3.42% |
| 3 Month | 54 %th | -1.82% | -7.01% |
| 12 Month | 73 %th | -5.20% | -0.73% |
| 5 Years | 89 %th | 12.39% | 29.38% |
FAQs
Does Gladstone Investment (GAIN) outperform the market?
No,
over the last 12 months GAIN made 17.20%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 23.63%.
Over the last 3 months GAIN made 6.88%, while XLF made 8.86%.
Performance Comparison GAIN vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
GAIN vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -1% | -3.5% | 8.4% | -1% |
| US NASDAQ 100 | QQQ | -1% | -3.5% | 5.4% | -6% |
| German DAX 40 | DAX | -0.6% | -1.9% | 3.2% | -14% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 0.1% | -6.6% | 3.6% | -9% |
| Hongkong Hang Seng | HSI | -2% | -7.4% | -17.1% | -27% |
| India NIFTY 50 | INDA | 2.1% | 3.2% | 8.8% | 22% |
| Brasil Bovespa | EWZ | 1% | 6.5% | 4.1% | 14% |
GAIN vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 1.7% | 1.5% | 9.9% | -10% |
| Consumer Discretionary | XLY | 0.5% | -4.1% | 16.9% | -5% |
| Consumer Staples | XLP | 0.6% | -1% | 10.5% | 11% |
| Energy | XLE | -4% | -5.6% | 13.9% | 17% |
| Financial | XLF | -0.2% | -1.5% | 10.9% | -6% |
| Health Care | XLV | -0.6% | -0.4% | 21.5% | 26% |
| Industrial | XLI | -1.1% | -4.3% | 3.1% | -6% |
| Materials | XLB | 1.4% | -4% | 11.3% | 16% |
| Real Estate | XLRE | 0% | -3.9% | 8.7% | 9% |
| Technology | XLK | -2% | -5% | 0.3% | -6% |
| Utilities | XLU | 0.6% | -4.3% | 2.9% | -5% |
| Aerospace & Defense | XAR | -1% | -4% | -11.9% | -31% |
| Biotech | XBI | 1.1% | -4.2% | 21.9% | 32% |
| Homebuilder | XHB | 1.3% | -7.7% | 17.2% | 27% |
| Retail | XRT | 3% | -4.8% | 14.5% | 12% |
GAIN vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -5.8% | -9.85% | 12.0% | 11% |
| Natural Gas | UNG | 3.9% | 8.3% | 31.6% | 15% |
| Gold | GLD | 3.2% | -1.2% | -5.9% | -22% |
| Silver | SLV | 3% | -6.3% | -9.2% | -19% |
| Copper | CPER | 1.5% | -11.3% | -15.5% | -19% |
GAIN vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | -0.9% | -0% | 13.3% | 20% |
| iShares High Yield Corp. Bond | HYG | 0.1% | -1% | 10.7% | 8% |