Performance analysis of Gladstone Investment (GAIN)
Annual Return
Over the past 3 years, GAIN has had an average annual return of +21.88%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, GAIN has had an average annual return of +14.21%, outperforming the benchmark SPY, which returned +14% annual.
Over the past 10 years, GAIN has had an average annual return of +19.83%, outperforming the benchmark SPY, which returned +15.53% annual.
Since Jun 23, 2005, GAIN has had an average annual return of +10.23%, underperforming the benchmark SPY, which returned +11.23% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +17.73% | +17.23% | +5.41% | +30.93% | -17.46% | +82.14% | -16.57% | +53.42% | -9.65% | +44.63% | +21.76% | +20.76% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | ||
| -3.22% | +27.02% | +4.14% | +2.52% | +81.25% | +6.52% | -42.53% | -31.34% | +19.41% | -8.51% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -0.43% | -0.44% | +4.31% | +17.55% | -4.41% | +1.33% | +17.73% | ||||||
| 2025 | +2.57% | +3.11% | -2.97% | +3.53% | +10.05% | -1.07% | -2.10% | +2.60% | -1.91% | +0.57% | +2.05% | +0.22% | +17.23% |
| 2024 | +2.40% | -3.97% | +4.01% | +1.07% | -1.34% | +0.22% | +0.85% | -7.36% | +12.60% | -0.27% | +0.74% | -2.42% | +5.41% |
| 2023 | +5.97% | +3.90% | -3.46% | +4.85% | -6.60% | +3.30% | +5.38% | -5.26% | +0.63% | +5.86% | +8.70% | +5.31% | +30.93% |
| 2022 | -7.18% | -3.88% | +8.18% | -3.22% | -1.50% | -6.28% | +5.58% | -2.41% | -15.27% | +7.30% | +9.07% | -6.32% | -17.46% |
| 2021 | +2.04% | +16.72% | +3.61% | +16.94% | -0.54% | +3.27% | +0.28% | +4.75% | -6.82% | +14.84% | +4.76% | +4.37% | +82.14% |
| 2020 | -0.25% | -12.48% | -30.84% | +42.56% | +0.49% | -6.30% | -9.44% | +2.71% | -2.35% | -7.75% | +19.71% | +2.62% | -16.57% |
| 2019 | +18.46% | +7.18% | -0.20% | +8.53% | -10.58% | +1.49% | +1.50% | +3.61% | +6.60% | +5.18% | +15.36% | -9.63% | +53.42% |
| 2018 | -11.05% | +1.44% | +2.15% | +10.28% | +4.22% | +3.73% | -3.45% | +6.69% | -4.11% | -7.99% | -4.22% | -5.55% | -9.65% |
| 2017 | +4.29% | +5.51% | -0.51% | +7.46% | -4.19% | +3.42% | +3.67% | -4.21% | +3.76% | +7.02% | +8.16% | +4.02% | +44.63% |
Drawdown analysis of Gladstone Investment (GAIN)
The maximum drawdown for the GAIN was -80.81%, occurring on Mar 9, 2009. Recovery took 1226 trading sessions.
The current GAIN drawdown is -5.36%.
Since Jun 23, 2005 GAIN has experienced the following drawdowns:
- 50% or more: 2 times
- 40% or more: 2 times
- 30% or more: 2 times
- 20% or more: 4 times
- 10% or more: 15 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -80.81% | Jan 12, 2007 | 541 | Mar 9, 2009 | 1226 | Jan 21, 2014 | 1767 |
| -56.30% | Dec 17, 2019 | 65 | Mar 23, 2020 | 268 | Apr 15, 2021 | 333 |
| -26.24% | Apr 19, 2022 | 121 | Oct 11, 2022 | 267 | Nov 2, 2023 | 388 |
| -25.47% | Aug 20, 2018 | 86 | Dec 21, 2018 | 32 | Feb 8, 2019 | 118 |
| -18.12% | Dec 29, 2015 | 30 | Feb 11, 2016 | 108 | Jul 18, 2016 | 138 |
| -17.89% | Dec 18, 2017 | 32 | Feb 5, 2018 | 58 | Apr 30, 2018 | 90 |
| -17.56% | Aug 30, 2016 | 46 | Nov 3, 2016 | 60 | Feb 1, 2017 | 106 |
| -16.07% | Jul 20, 2015 | 50 | Sep 29, 2015 | 60 | Dec 23, 2015 | 110 |
| -15.65% | Jul 21, 2005 | 107 | Dec 21, 2005 | 250 | Dec 19, 2006 | 357 |
| -14.76% | Feb 14, 2025 | 36 | Apr 8, 2025 | 7 | Apr 17, 2025 | 43 |
| -14.21% | Apr 3, 2014 | 135 | Oct 15, 2014 | 78 | Feb 6, 2015 | 213 |
| -14.11% | Dec 31, 2021 | 44 | Mar 7, 2022 | 30 | Apr 19, 2022 | 74 |
| -12.68% | Jan 8, 2024 | 145 | Aug 6, 2024 | 37 | Sep 27, 2024 | 182 |
| -11.90% | Apr 16, 2019 | 34 | Jun 5, 2019 | 68 | Sep 11, 2019 | 102 |
| -11.15% | Jan 23, 2014 | 10 | Feb 6, 2014 | 23 | Mar 12, 2014 | 33 |
| -9.93% | Apr 29, 2021 | 9 | May 12, 2021 | 14 | Jun 2, 2021 | 23 |
| -9.47% | Oct 18, 2024 | 57 | Jan 13, 2025 | 23 | Feb 14, 2025 | 80 |
| -8.18% | Jun 2, 2025 | 91 | Oct 10, 2025 | 66 | Jan 15, 2026 | 157 |
| -8.17% | Feb 27, 2015 | 7 | Mar 10, 2015 | 61 | Jun 5, 2015 | 68 |
| -7.70% | Feb 23, 2017 | 10 | Mar 9, 2017 | 24 | Apr 12, 2017 | 34 |
| -7.50% | Sep 1, 2021 | 20 | Sep 30, 2021 | 13 | Oct 19, 2021 | 33 |
| -7.41% | May 5, 2026 | 6 | May 13, 2026 | Ongoing | Ongoing | Ongoing |
| -7.18% | May 2, 2017 | 6 | May 10, 2017 | 48 | Jul 19, 2017 | 54 |
| -6.24% | Jul 18, 2018 | 9 | Jul 31, 2018 | 14 | Aug 20, 2018 | 23 |
| -6.01% | Aug 7, 2017 | 10 | Aug 21, 2017 | 36 | Oct 11, 2017 | 46 |