Performance analysis of Gladstone Capital (GLAD)
Annual Return
Over the past 3 years, GLAD has had an average annual return of +10.06%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, GLAD has had an average annual return of +4.71%, underperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, GLAD has had an average annual return of +12.44%, underperforming the benchmark SPY, which returned +15.44% annual.
Since Aug 2, 2002, GLAD has had an average annual return of +6.64%, underperforming the benchmark SPY, which returned +11.51% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| -4.70% | -21.08% | +47.04% | +22.77% | -10.36% | +40.53% | -0.90% | +48.64% | -13.02% | +7.03% | +43.93% | -2.21% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| -5.62% | +28.93% | +18.27% | -27.48% | +61.92% | +9% | -46.34% | -22.92% | +20.22% | -3.47% | +12.85% | +44.38% |
| 2002 | |||||||||||
| -2.47% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.48% | -10.98% | -3.86% | +9.83% | +3.30% | -2.32% | -4.70% | ||||||
| 2025 | +5.25% | -2.44% | -4.34% | -8.51% | +7.63% | +1.70% | +2.89% | -3.65% | -16.26% | -10.71% | +10.42% | -1.97% | -21.08% |
| 2024 | -0.19% | -3.28% | +6.34% | +0.61% | +5.36% | +4.64% | +3.41% | -4.20% | +6.55% | +1.46% | +15.78% | +4.13% | +47.04% |
| 2023 | +8.18% | -1.33% | -6.38% | +3.53% | -1.60% | +4.52% | +14.53% | -7.63% | -4.15% | -0.39% | +7.71% | +6.04% | +22.77% |
| 2022 | -4.88% | -0.71% | +9.55% | -0.65% | -0.93% | -11.43% | +7.80% | -6.24% | -15.09% | +12.17% | +8.87% | -5.18% | -10.36% |
| 2021 | +3.31% | +7.76% | +2.61% | +11.86% | +3.89% | +0.93% | +0.39% | +3.30% | -3.03% | +4.74% | -0.74% | +0.33% | +40.53% |
| 2020 | +2.30% | -13.89% | -34.09% | +21.60% | +4.75% | +5.19% | +0.04% | +6.02% | -1.90% | -0.50% | +15.67% | +6.38% | -0.90% |
| 2019 | +19.73% | +5.43% | +0.10% | +6.23% | -4.56% | +5% | +1.82% | -0.95% | +5.38% | +1.96% | +6.18% | -3.97% | +48.64% |
| 2018 | -0.23% | -4.51% | +0.33% | +2.45% | +4.80% | -0.23% | +4.68% | +4.82% | -1.66% | -1.58% | -7.47% | -13.56% | -13.02% |
| 2017 | +2.78% | -3.15% | +3.83% | +4.23% | +0.30% | +1.23% | +1.73% | -7.69% | +5.18% | +3.27% | +0.82% | -4.84% | +7.03% |
Drawdown analysis of Gladstone Capital (GLAD)
The maximum drawdown for the GLAD was -74.87%, occurring on Mar 3, 2009. Recovery took 1965 trading sessions.
The current GLAD drawdown is -29.77%.
Since Aug 2, 2002 GLAD has experienced the following drawdowns:
- 50% or more: 2 times
- 40% or more: 2 times
- 30% or more: 4 times
- 20% or more: 6 times
- 10% or more: 14 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -74.87% | Dec 21, 2006 | 550 | Mar 3, 2009 | 1965 | Dec 19, 2016 | 2515 |
| -58.49% | Feb 13, 2020 | 26 | Mar 23, 2020 | 219 | Feb 3, 2021 | 245 |
| -39.55% | Jan 28, 2025 | 292 | Mar 27, 2026 | Ongoing | Ongoing | Ongoing |
| -31.64% | Apr 20, 2022 | 120 | Oct 11, 2022 | 309 | Jan 4, 2024 | 429 |
| -28.41% | Sep 4, 2018 | 75 | Dec 20, 2018 | 42 | Feb 22, 2019 | 117 |
| -20.36% | Jul 28, 2005 | 125 | Jan 26, 2006 | 190 | Oct 26, 2006 | 315 |
| -16.89% | Aug 12, 2002 | 39 | Oct 7, 2002 | 125 | Apr 7, 2003 | 164 |
| -16.76% | Jan 26, 2004 | 77 | May 14, 2004 | 62 | Aug 13, 2004 | 139 |
| -15.41% | Nov 15, 2004 | 91 | Mar 29, 2005 | 73 | Jul 12, 2005 | 164 |
| -15.16% | Nov 17, 2021 | 45 | Jan 24, 2022 | 40 | Mar 22, 2022 | 85 |
| -13.78% | Dec 8, 2017 | 39 | Feb 6, 2018 | 120 | Jul 30, 2018 | 159 |
| -11.93% | Jan 12, 2024 | 17 | Feb 7, 2024 | 58 | May 1, 2024 | 75 |
| -11.46% | Feb 7, 2017 | 9 | Feb 21, 2017 | 45 | Apr 26, 2017 | 54 |
| -10.62% | Jul 12, 2024 | 16 | Aug 5, 2024 | 38 | Sep 27, 2024 | 54 |
| -8.86% | Jun 30, 2003 | 12 | Jul 17, 2003 | 6 | Jul 25, 2003 | 18 |
| -8.37% | May 23, 2017 | 63 | Aug 22, 2017 | 40 | Oct 18, 2017 | 103 |
| -8.21% | Apr 29, 2021 | 9 | May 12, 2021 | 11 | May 27, 2021 | 20 |
| -7.53% | Apr 15, 2003 | 6 | Apr 24, 2003 | 3 | Apr 29, 2003 | 9 |
| -7.06% | Jul 28, 2003 | 43 | Sep 26, 2003 | 12 | Oct 14, 2003 | 55 |
| -6.55% | Jun 8, 2021 | 8 | Jun 18, 2021 | 34 | Aug 6, 2021 | 42 |
| -5.86% | Feb 22, 2019 | 9 | Mar 7, 2019 | 35 | Apr 26, 2019 | 44 |
| -5.84% | May 6, 2003 | 8 | May 16, 2003 | 6 | May 27, 2003 | 14 |
| -5.61% | Nov 15, 2019 | 29 | Dec 30, 2019 | 29 | Feb 11, 2020 | 58 |
| -5.47% | Aug 17, 2021 | 2 | Aug 19, 2021 | 50 | Oct 29, 2021 | 52 |
| -5.42% | Sep 9, 2004 | 11 | Sep 24, 2004 | 28 | Nov 3, 2004 | 39 |