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Performance analysis of Gladstone Investment (GAINI)

Annual Return

Since Dec 18, 2024, GAINI has had an average annual return of +6.50%, underperforming the benchmark SPY, which returned +20.95% annual.

202620252024
+0.84%+8.17%+0.48%

Monthly Return

YearJanFebMarAprMayJunJulAugSepOctNovDecAnnually Total
2026-0.13%-0.15%-0.89%+2.31%+0.08%-0.35%+0.84%
2025+1.01%-0.04%+0.12%+1.02%-0.40%+0.56%+2.36%+1.14%-0.23%+1.75%+0.28%+0.35%+8.17%
2024+0.48%+0.48%

Drawdown analysis of Gladstone Investment (GAINI)

The maximum drawdown for the GAINI was -1.99%, occurring on Mar 31, 2026. Recovery took 18 trading sessions.

The current GAINI drawdown is -1.14%.

DepthStartTo BottomBottomTo RecoverEndTotal
-1.99%Jan 13, 202653Mar 31, 202618Apr 27, 202671
-1.85%Mar 5, 202523Apr 7, 20259Apr 21, 202532
-1.14%May 22, 20266Jun 2, 2026OngoingOngoingOngoing
-1.05%May 13, 202512May 30, 202513Jun 18, 202525
-0.90%Jun 27, 20251Jun 30, 20253Jul 3, 20254
-0.81%Dec 24, 20254Dec 31, 20258Jan 13, 202612
-0.79%Sep 29, 20251Sep 30, 20258Oct 10, 20259
-0.75%Feb 3, 20257Feb 12, 202514Mar 5, 202521
-0.74%May 7, 20266May 15, 20265May 22, 202611
-0.74%Oct 10, 20252Oct 14, 20251Oct 15, 20253
-0.68%Dec 20, 20242Dec 24, 20244Dec 31, 20246
-0.64%May 6, 20252May 8, 20253May 13, 20255
-0.63%Oct 30, 20254Nov 5, 20255Nov 12, 20259
-0.60%Nov 14, 20255Nov 21, 20256Dec 2, 202511
-0.52%Apr 21, 20251Apr 22, 20254Apr 28, 20255
-0.48%Dec 31, 20247Jan 13, 20252Jan 15, 20259
-0.41%Oct 24, 20251Oct 27, 20253Oct 30, 20254
-0.39%Dec 15, 20252Dec 17, 20254Dec 23, 20256
-0.38%Sep 15, 20251Sep 16, 20252Sep 18, 20253
-0.31%Aug 15, 202511Sep 2, 20259Sep 15, 202520
-0.31%Sep 22, 20251Sep 23, 20254Sep 29, 20255
-0.27%Oct 17, 20251Oct 20, 20252Oct 22, 20253
-0.24%Jan 17, 20253Jan 23, 20252Jan 27, 20255
-0.23%Dec 11, 20251Dec 12, 20251Dec 15, 20252
-0.20%Dec 18, 20241Dec 19, 20241Dec 20, 20242