Gladstone Investment Corporation (GAIN)

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Gladstone Investment Corporation (GAIN) is up 8.6% since the beginning of the year. At $15 per share, GAIN is trading 13.9% below its 52-week high of $17. Investors who bought $1,000 worth of GAIN shares 5 years ago would now be looking at an investment worth $1,779.

Gladstone Investment Corporation (GAIN) has returned 8.56% so far this year and 11.56% over the past 12 months. Looking at the last ten years, GAIN has achieved an annualized return of 18.56%, outperforming the S&P 500 Index benchmark, which averaged 13.88% per year.

Based on dividend-adjusted daily data since Jun 23, 2005, GAIN's average daily return is +0.07%, while the average monthly return is +1.07%. At this rate, an investment would double in approximately 5.4 years.

Historically, 55% of months were positive and 45% were negative. The best month was Apr 2020 with a return of +42.6%, while the worst month was Mar 2020 at -30.8%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 5 months.

On a daily basis, GAIN closed higher 51% of trading days. The best single day was Mar 12, 2009 with a return of +49.8%, while the worst single day was Dec 1, 2008 at -27.4%.

Gladstone Investment Corporation has an annualized alpha of 5.95%, beta of 1.11, and R2 of 0.28 versus S&P 500 Index. Calculated based on daily prices since June 23, 2005.

• This stock participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (86.94%) than losses (82.52%) - typical of diversified or defensive assets.
• R2 of 0.28 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

GAIN ranks 61 for risk / return — better than 61% of stocks on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.

Gladstone Investment Corporation provided a 5.96% dividend yield over the last twelve months, with an annual payout of $0.88 per share.

The table displays the monthly dividend distributions for Gladstone Investment Corporation. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Gladstone Investment Corporation. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Gladstone Investment Corporation was 80.87%, occurring on Mar 9, 2009. Recovery took 1226 trading sessions.

The current Gladstone Investment Corporation drawdown is 12.75%.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of Gladstone Investment Corporation over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

The Valuation section provides an overview of how Gladstone Investment Corporation is priced in the market compared to other companies in the Asset Management industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.