Performance analysis of Gladstone Investment (GAINN)
Annual Return
Over the past 3 years, GAINN has had an average annual return of +7.37%, underperforming the benchmark SPY, which returned +21.09% annual.
Over the past 5 years, GAINN has had an average annual return of +4.61%, underperforming the benchmark SPY, which returned +12.99% annual.
Since Mar 4, 2021, GAINN has had an average annual return of +4.57%, underperforming the benchmark SPY, which returned +14.87% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +1.18% | +6.32% | +9.06% | +10.09% | -6.70% | +4.53% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -0.79% | +0.32% | +0.68% | +1.14% | -0.16% | +1.18% | |||||||
| 2025 | +0.00854% | +0.16% | +1.26% | +1.62% | -1.71% | +1.38% | +1.38% | -0.16% | +1.01% | +1.49% | -0.63% | +0.40% | +6.32% |
| 2024 | -1.22% | +1.49% | +1.94% | +0.14% | +1.29% | -0.54% | +1.38% | +0.95% | +1.15% | +0.25% | +1.06% | +0.85% | +9.06% |
| 2023 | +2.76% | +0.09% | +1.75% | +1.33% | -0.63% | -0.43% | +2.20% | -1.69% | -0.21% | +3.03% | +1.61% | -0.04% | +10.09% |
| 2022 | -0.98% | -1.26% | +0.12% | +0.13% | +0% | -3.23% | +0.05% | +0.93% | -0.50% | -2.95% | +1.88% | -0.98% | -6.70% |
| 2021 | +0.98% | +1.53% | -1.73% | +1.36% | +1.62% | -0.19% | +0.04% | +1.73% | -1.30% | +0.47% | +4.53% |
Drawdown analysis of Gladstone Investment (GAINN)
The maximum drawdown for the GAINN was -10.15%, occurring on Nov 4, 2022. Recovery took 268 trading sessions.
The current GAINN drawdown is -0.16%.
Since Mar 4, 2021 GAINN has experienced the following drawdowns:
- 10% or more: 1 time
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -10.15% | Nov 1, 2021 | 255 | Nov 4, 2022 | 268 | Nov 30, 2023 | 523 |
| -2.86% | Jan 30, 2024 | 1 | Jan 31, 2024 | 34 | Mar 20, 2024 | 35 |
| -2.49% | Sep 18, 2024 | 8 | Sep 30, 2024 | 91 | Feb 11, 2025 | 99 |
| -2.23% | Apr 29, 2021 | 24 | Jun 3, 2021 | 29 | Jul 15, 2021 | 53 |
| -2.00% | Oct 14, 2021 | 4 | Oct 20, 2021 | 8 | Nov 1, 2021 | 12 |
| -1.97% | Sep 16, 2021 | 3 | Sep 21, 2021 | 1 | Sep 22, 2021 | 4 |
| -1.84% | Jul 29, 2021 | 9 | Aug 11, 2021 | 16 | Sep 2, 2021 | 25 |
| -1.75% | Nov 30, 2023 | 3 | Dec 5, 2023 | 11 | Dec 20, 2023 | 14 |
| -1.71% | Apr 30, 2025 | 21 | May 30, 2025 | 21 | Jul 1, 2025 | 42 |
| -1.66% | Sep 22, 2021 | 13 | Oct 11, 2021 | 2 | Oct 13, 2021 | 15 |
| -1.65% | Mar 26, 2021 | 7 | Apr 7, 2021 | 8 | Apr 19, 2021 | 15 |
| -1.61% | Dec 27, 2023 | 6 | Jan 5, 2024 | 7 | Jan 17, 2024 | 13 |
| -1.59% | Feb 26, 2025 | 2 | Feb 28, 2025 | 8 | Mar 12, 2025 | 10 |
| -1.59% | Jul 17, 2024 | 8 | Jul 29, 2024 | 19 | Aug 23, 2024 | 27 |
| -1.46% | Aug 27, 2025 | 2 | Aug 29, 2025 | 8 | Sep 11, 2025 | 10 |
| -1.40% | Mar 20, 2024 | 15 | Apr 11, 2024 | 8 | Apr 23, 2024 | 23 |
| -1.30% | Aug 6, 2025 | 2 | Aug 8, 2025 | 13 | Aug 27, 2025 | 15 |
| -1.29% | Jun 6, 2024 | 6 | Jun 14, 2024 | 12 | Jul 3, 2024 | 18 |
| -1.26% | Jul 3, 2024 | 3 | Jul 9, 2024 | 6 | Jul 17, 2024 | 9 |
| -1.19% | Nov 12, 2025 | 46 | Jan 21, 2026 | 58 | Apr 15, 2026 | 104 |
| -1.08% | Apr 4, 2025 | 1 | Apr 7, 2025 | 7 | Apr 16, 2025 | 8 |
| -1.08% | Sep 2, 2021 | 2 | Sep 7, 2021 | 7 | Sep 16, 2021 | 9 |
| -0.99% | Sep 11, 2025 | 9 | Sep 24, 2025 | 15 | Oct 15, 2025 | 24 |
| -0.84% | Mar 12, 2025 | 5 | Mar 19, 2025 | 12 | Apr 4, 2025 | 17 |
| -0.80% | Jan 17, 2024 | 1 | Jan 18, 2024 | 5 | Jan 25, 2024 | 6 |