(GLAD) Gladstone Capital - Performance 24.3% in 12m
Compare GLAD with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
86.98%
#8 in Group
Rel. Strength
82.59%
#1386 in Universe
Total Return 12m
24.29%
#23 in Group
Total Return 5y
203.22%
#10 in Group
P/E 5.36
13th Percentile in Group
P/E Forward 9.41
55th Percentile in Group
PEG 2.31
75th Percentile in Group
FCF Yield 5.19%
66th Percentile in Group
12m Total Return: GLAD (24.3%) vs XLF (22.4%)
5y Drawdown (Underwater) Chart
Top Performers 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 |
|---|---|---|---|---|---|---|---|---|
| AMP NYSE Ameriprise Financial |
15.2% | 16.3% | 332% | 16.5 | 13.1 | 1.9 | 12.6% | 4.55% |
| AGF-B TO AGF Management |
20.3% | 38.7% | 248% | 6.99 | 6 | 1.25 | 76.9% | 18.1% |
| APO NYSE Apollo Global Management |
20.6% | 19.2% | 238% | 18.3 | 16.8 | 1.37 | 4.90% | -4.44% |
| BK NYSE The Bank of New York Mellon |
17.1% | 52.5% | 189% | 12.8 | 11.6 | 1.03 | 18.5% | 12.8% |
| FHI NYSE Federated Investors |
20% | 35.8% | 143% | 11.6 | 10.1 | 1.94 | 26.8% | 22.9% |
| BCSF NYSE Bain Capital Specialty |
10.4% | 2.19% | 135% | 8.24 | 10.4 | 1.07 | 14.7% | -6.71% |
| TSLX NYSE Sixth Street Specialty |
10.4% | 9.96% | 127% | 10.1 | 9.73 | 1.27 | 38.3% | 442% |
| PNNT NYSE PennantPark Investment |
11.1% | 2.56% | 281% | 7.77 | 8.09 | 0.28 | -35.2% | -18.6% |
Performance Comparison: GLAD vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for GLAD
| Total Return (including Dividends) | GLAD | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | 8.58% | 13.52% | 13.81% |
| 3 Months | -11.44% | -2.66% | -6.30% |
| 12 Months | 24.29% | 22.43% | 10.65% |
| 5 Years | 203.22% | 150.42% | 107.77% |
| Trend Score (consistency of price movement) | GLAD | XLF | S&P 500 |
| 1 Month | 71.5% | 89.2% | 83% |
| 3 Months | -81.5% | -64.6% | -75.3% |
| 12 Months | 83.7% | 82% | 50.1% |
| 5 Years | 84.7% | 75.2% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #173 | -4.36% | -4.60% |
| 3 Month | #155 | -9.02% | -5.49% |
| 12 Month | #23 | 1.52% | 12.3% |
| 5 Years | #13 | 21.1% | 45.9% |
FAQs
Does GLAD Gladstone Capital outperforms the market?
Yes,
over the last 12 months GLAD made 24.29%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 22.43%.
Over the last 3 months GLAD made -11.44%, while XLF made -2.66%.
Over the last 3 months GLAD made -11.44%, while XLF made -2.66%.
Performance Comparison GLAD vs Indeces and Sectors
GLAD vs. Indices GLAD is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -1.02% | -5.23% | 8.92% | 13.6% |
| US NASDAQ 100 | QQQ | -1.21% | -8.78% | 8.71% | 12.7% |
| US Dow Jones Industrial 30 | DIA | -1.43% | -1.41% | 9.21% | 16.6% |
| German DAX 40 | DAX | -1.00% | -6.38% | -17.4% | -1.41% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -3.20% | -3.25% | 8.15% | 16.9% |
| Hongkong Hang Seng | HSI | -4.19% | -11.4% | 0.56% | 10.6% |
| India NIFTY 50 | INDA | 3.90% | 3.74% | 8.48% | 24.5% |
| Brasil Bovespa | EWZ | -2.07% | -8.66% | 0.22% | 32.6% |
GLAD vs. Sectors GLAD is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -1.66% | -4.83% | 1.86% | 2.73% |
| Consumer Discretionary | XLY | -1.40% | -5.65% | 9.90% | 10.0% |
| Consumer Staples | XLP | -0.16% | 1.99% | 1.99% | 15.2% |
| Energy | XLE | -0.84% | 1.82% | 15.5% | 33.8% |
| Financial | XLF | -2.12% | -4.94% | 1.82% | 1.86% |
| Health Care | XLV | 1.99% | 7.71% | 13.9% | 28.4% |
| Industrial | XLI | -2.71% | -8.24% | 7.49% | 13.3% |
| Materials | XLB | -0.82% | -4.98% | 13.8% | 29.5% |
| Real Estate | XLRE | 0.30% | -2.96% | 8.17% | 8.84% |
| Technology | XLK | -2.10% | -12.6% | 11.8% | 17.2% |
| Utilities | XLU | -1.07% | -1.01% | 1.26% | 6.82% |
| Aerospace & Defense | XAR | -3.0% | -12.6% | -2.58% | -3.04% |
| Biotech | XBI | 5.57% | -3.23% | 29.1% | 36.6% |
| Homebuilder | XHB | -1.49% | -2.90% | 22.1% | 31.8% |
| Retail | XRT | -2.92% | -6.07% | 13.2% | 25.8% |