(GAIN) Gladstone Investment - Performance 21.4% in 12m
GAIN performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
82.69%
#10 in Peer-Group
Rel. Strength
73.77%
#1992 in Stock-Universe
Total Return 12m
21.44%
#38 in Peer-Group
Total Return 5y
129.24%
#29 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | 7.81 |
| P/E Forward | 16.3 |
| High / Low | USD |
|---|---|
| 52 Week High | 15.12 USD |
| 52 Week Low | 11.29 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 92.46 |
| Buy/Sell Signal +-5 | -1.05 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: GAIN (21.4%) vs XLF (26.1%)
5y Drawdown (Underwater) Chart
Top Performer in Asset Management & Custody Banks
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 |
|---|---|---|---|---|---|---|---|---|
| AGF-B TO AGF Management |
14.7% | 46.1% | 259% | 7.92 | 6.77 | 1.25 | 76.9% | 18.1% |
| BK NYSE The Bank of New York Mellon |
10.7% | 55.6% | 173% | 14.5 | 13.1 | 1.17 | 28.1% | 10.4% |
| APO NYSE Apollo Global Management |
-4.65% | 13.4% | 208% | 23 | 17 | 1.37 | 3.80% | -28.4% |
| FHI NYSE Federated Investors |
5.28% | 33.6% | 135% | 12 | 10.3 | 1.98 | 26.8% | 22.9% |
| TSLX NYSE Sixth Street Specialty |
11.8% | 17.8% | 127% | 12 | 11.6 | 1.27 | -27.1% | -3.62% |
| BCSF NYSE Bain Capital Specialty |
1.68% | 5.63% | 153% | 9.01 | 10.4 | 1.07 | 14.7% | -6.71% |
| PNNT NYSE PennantPark Investment |
3.18% | 2.91% | 250% | 8.11 | 8.31 | 0.28 | -21.9% | -23.3% |
| OFS NASDAQ OFS Capital |
-8.37% | -0.05% | 210% | 3.71 | 9.2 | 1.67 | -33.2% | -23.5% |
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 | 8.86% | 4.71% | 6.33% |
| 3 Months | 12.42% | 0.03% | 1.04% |
| 12 Months | 21.44% | 26.11% | 14.21% |
| 5 Years | 129.24% | 136.27% | 107.46% |
| Trend Score (consistency of price movement) | GAIN | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | 93% | 57.5% | 69.6% |
| 3 Months | 83.6% | 38.2% | 31.9% |
| 12 Months | 74.7% | 80.7% | 44.4% |
| 5 Years | 88.6% | 75.2% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
|---|---|---|---|
| 1 Month | #27 | 3.97% | 2.38% |
| 3 Month | #14 | 12.38% | 11.25% |
| 12 Month | #40 | -3.70% | 6.33% |
| 5 Years | #39 | -2.97% | 10.50% |
FAQs
Does Gladstone Investment (GAIN) outperform the market?
No,
over the last 12 months GAIN made 21.44%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 26.11%.
Over the last 3 months GAIN made 12.42%, while XLF made 0.03%.
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 | 0.7% | 2.5% | 15.7% | 7% |
| US NASDAQ 100 | QQQ | 0.6% | -0.3% | 12% | 6% |
| German DAX 40 | DAX | 1% | 2.1% | -7.7% | -8% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 4.9% | 7.1% | 16.5% | 13% |
| Hongkong Hang Seng | HSI | 1.6% | -1.5% | 3.3% | 4% |
| India NIFTY 50 | INDA | 3% | 7.4% | 14.3% | 18% |
| Brasil Bovespa | EWZ | 4.1% | 9.4% | 2.6% | 24% |
GAIN vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 1.3% | 2.6% | 10.5% | -3% |
| Consumer Discretionary | XLY | 1% | 1.5% | 17.5% | -2% |
| Consumer Staples | XLP | 1% | 6.9% | 13.3% | 10% |
| Energy | XLE | 3.1% | 10.3% | 27.4% | 29% |
| Financial | XLF | 0.7% | 4.2% | 14.1% | -5% |
| Health Care | XLV | 0.8% | 13.6% | 23.4% | 26% |
| Industrial | XLI | 1.1% | -0.8% | 14.1% | 3% |
| Materials | XLB | 1.8% | 5.4% | 22.1% | 24% |
| Real Estate | XLRE | -0.2% | 7.4% | 19.8% | 6% |
| Technology | XLK | 0.7% | -1.6% | 15% | 11% |
| Utilities | XLU | 1.5% | 5.6% | 13.8% | 3% |
| Aerospace & Defense | XAR | -0.3% | -2.5% | 5.3% | -15% |
| Biotech | XBI | 2.3% | 12.2% | 34.6% | 32% |
| Homebuilder | XHB | 3% | 8.5% | 37% | 30% |
| Retail | XRT | 0.9% | -1.2% | 21.6% | 20% |
GAIN vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | 3.8% | 6.89% | 20.3% | 33% |
| Natural Gas | UNG | 9.2% | 15.8% | 5.2% | 32% |
| Gold | GLD | 4.5% | 9.7% | -9.5% | -19% |
| Silver | SLV | 4% | 8.3% | 6.7% | 16% |
| Copper | CPER | 5.9% | 11.6% | 0.3% | 19% |
GAIN vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | 0.5% | 12.9% | 20.3% | 21% |
| iShares High Yield Corp. Bond | HYG | 1.7% | 7.7% | 11.8% | 12% |