Performance analysis of Gladstone Investment (GAINZ)
Annual Return
Over the past 3 years, GAINZ has had an average annual return of +7.88%, underperforming the benchmark SPY, which returned +22.77% annual.
Since Aug 19, 2021, GAINZ has had an average annual return of +4.12%, underperforming the benchmark SPY, which returned +13.62% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +2.38% | +6.30% | +6.58% | +13.19% | -12.71% | +5.85% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.57% | +0.44% | -1.45% | +2.81% | -0.62% | +0.66% | +2.38% | ||||||
| 2025 | -0.37% | -0.25% | +0.08% | -0.65% | +0% | +0.71% | +3.03% | +2.02% | -0.33% | +2.74% | -0.59% | -0.17% | +6.30% |
| 2024 | -3.60% | +1.76% | +1.54% | +0.11% | +1.10% | -0.87% | +2.05% | -0% | +3.98% | -2.67% | +2.45% | +0.81% | +6.58% |
| 2023 | +1.81% | +9.18% | -0.96% | +1.75% | -3.25% | -3.26% | +5.83% | -3.23% | +0.35% | +1.41% | +7.71% | -3.83% | +13.19% |
| 2022 | -2.82% | -0.91% | -0.16% | +0.78% | -0.24% | -5.21% | +3.32% | -4.00% | +0.78% | -9.45% | +6.66% | -1.31% | -12.71% |
| 2021 | -0.12% | +7% | -1.03% | -2.44% | +2.58% | +5.85% |
Drawdown analysis of Gladstone Investment (GAINZ)
The maximum drawdown for the GAINZ was -18.02%, occurring on Oct 24, 2022. Recovery took 277 trading sessions.
The current GAINZ drawdown is -0.70%.
Since Aug 19, 2021 GAINZ has experienced the following drawdowns:
- 10% or more: 1 time
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -18.02% | Sep 30, 2021 | 268 | Oct 24, 2022 | 277 | Nov 30, 2023 | 545 |
| -7.29% | Nov 30, 2023 | 41 | Jan 31, 2024 | 154 | Sep 11, 2024 | 195 |
| -4.91% | Oct 3, 2024 | 130 | Apr 11, 2025 | 31 | May 28, 2025 | 161 |
| -2.24% | May 28, 2025 | 2 | May 30, 2025 | 13 | Jun 18, 2025 | 15 |
| -2.09% | Jun 25, 2025 | 3 | Jun 30, 2025 | 8 | Jul 11, 2025 | 11 |
| -1.88% | Jan 13, 2026 | 53 | Mar 31, 2026 | 10 | Apr 15, 2026 | 63 |
| -1.50% | Aug 27, 2021 | 2 | Aug 31, 2021 | 4 | Sep 7, 2021 | 6 |
| -1.36% | May 8, 2026 | 14 | May 29, 2026 | Ongoing | Ongoing | Ongoing |
| -1.31% | Nov 11, 2025 | 14 | Dec 2, 2025 | 27 | Jan 12, 2026 | 41 |
| -1.28% | Sep 23, 2024 | 5 | Sep 30, 2024 | 3 | Oct 3, 2024 | 8 |
| -1.21% | Sep 22, 2025 | 6 | Sep 30, 2025 | 11 | Oct 15, 2025 | 17 |
| -0.71% | Aug 24, 2021 | 1 | Aug 25, 2021 | 2 | Aug 27, 2021 | 3 |
| -0.67% | Oct 31, 2025 | 2 | Nov 4, 2025 | 5 | Nov 11, 2025 | 7 |
| -0.64% | Jul 22, 2025 | 3 | Jul 25, 2025 | 7 | Aug 5, 2025 | 10 |
| -0.58% | Aug 13, 2025 | 3 | Aug 18, 2025 | 2 | Aug 20, 2025 | 5 |
| -0.56% | Jun 18, 2025 | 1 | Jun 20, 2025 | 3 | Jun 25, 2025 | 4 |
| -0.51% | Oct 16, 2025 | 2 | Oct 20, 2025 | 2 | Oct 22, 2025 | 4 |
| -0.43% | Sep 5, 2025 | 6 | Sep 15, 2025 | 3 | Sep 18, 2025 | 9 |
| -0.39% | Oct 27, 2025 | 2 | Oct 29, 2025 | 1 | Oct 30, 2025 | 3 |
| -0.38% | May 1, 2026 | 1 | May 4, 2026 | 4 | May 8, 2026 | 5 |
| -0.38% | Sep 17, 2024 | 1 | Sep 18, 2024 | 1 | Sep 19, 2024 | 2 |
| -0.33% | Aug 26, 2025 | 4 | Sep 2, 2025 | 3 | Sep 5, 2025 | 7 |
| -0.31% | Jul 15, 2025 | 2 | Jul 17, 2025 | 2 | Jul 21, 2025 | 4 |
| -0.23% | Sep 22, 2021 | 1 | Sep 23, 2021 | 2 | Sep 27, 2021 | 3 |
| -0.21% | Aug 20, 2025 | 2 | Aug 22, 2025 | 1 | Aug 25, 2025 | 3 |