DDS vs. GAIN
Compare and contrast key facts about Dillard's, Inc. (DDS) and Gladstone Investment Corporation (GAIN).
Performance
DDS vs. GAIN - Performance Comparison
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DDS vs. GAIN - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DDS Dillard's, Inc. | -4.81% | 46.81% | 13.47% | 32.05% | 38.66% | 306.41% | -12.71% | 22.76% | 0.97% | -3.63% |
GAIN Gladstone Investment Corporation | 4.44% | 17.11% | 5.33% | 31.01% | -17.55% | 82.14% | -16.56% | 53.31% | -9.67% | 44.63% |
Fundamentals
DDS:
$9.00B
GAIN:
$568.99M
DDS:
$36.38
GAIN:
$1.68
DDS:
15.86
GAIN:
8.53
DDS:
1.40
GAIN:
4.98
DDS:
3.83
GAIN:
0.96
DDS:
$6.47B
GAIN:
$110.43M
DDS:
-$644.80M
GAIN:
$60.00M
DDS:
$878.26M
GAIN:
$64.46M
Returns By Period
In the year-to-date period, DDS achieves a -4.81% return, which is significantly lower than GAIN's 4.44% return. Over the past 10 years, DDS has outperformed GAIN with an annualized return of 24.86%, while GAIN has yielded a comparatively lower 18.61% annualized return.
DDS
- 1D
- 0.83%
- 1M
- -4.99%
- YTD
- -4.81%
- 6M
- -4.24%
- 1Y
- 66.79%
- 3Y*
- 30.02%
- 5Y*
- 51.68%
- 10Y*
- 24.86%
GAIN
- 1D
- 0.99%
- 1M
- 4.28%
- YTD
- 4.44%
- 6M
- 6.57%
- 1Y
- 18.30%
- 3Y*
- 16.66%
- 5Y*
- 14.94%
- 10Y*
- 18.61%
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Return for Risk
DDS vs. GAIN — Risk / Return Rank
DDS
GAIN
DDS vs. GAIN - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Dillard's, Inc. (DDS) and Gladstone Investment Corporation (GAIN). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| DDS | GAIN | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.51 | 0.85 | +0.66 |
Sortino ratioReturn per unit of downside risk | 2.12 | 1.45 | +0.66 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.19 | +0.09 |
Calmar ratioReturn relative to maximum drawdown | 3.23 | 1.47 | +1.76 |
Martin ratioReturn relative to average drawdown | 8.63 | 6.29 | +2.33 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| DDS | GAIN | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.51 | 0.85 | +0.66 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.98 | 0.69 | +0.30 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.42 | 0.73 | -0.32 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.23 | 0.24 | -0.01 |
Correlation
The correlation between DDS and GAIN is 0.28, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
DDS vs. GAIN - Dividend Comparison
DDS's dividend yield for the trailing twelve months is around 5.40%, less than GAIN's 10.46% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DDS Dillard's, Inc. | 5.40% | 5.13% | 6.02% | 5.18% | 4.89% | 6.41% | 0.95% | 0.68% | 0.66% | 0.57% | 0.45% | 0.40% |
GAIN Gladstone Investment Corporation | 10.46% | 10.74% | 12.53% | 17.24% | 9.88% | 6.06% | 9.22% | 7.06% | 9.24% | 7.94% | 8.87% | 9.68% |
Drawdowns
DDS vs. GAIN - Drawdown Comparison
The maximum DDS drawdown since its inception was -93.62%, which is greater than GAIN's maximum drawdown of -80.87%. Use the drawdown chart below to compare losses from any high point for DDS and GAIN.
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Drawdown Indicators
| DDS | GAIN | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -93.62% | -80.87% | -12.75% |
Max Drawdown (1Y)Largest decline over 1 year | -21.13% | -13.01% | -8.12% |
Max Drawdown (5Y)Largest decline over 5 years | -49.71% | -26.26% | -23.45% |
Max Drawdown (10Y)Largest decline over 10 years | -76.57% | -56.28% | -20.29% |
Current DrawdownCurrent decline from peak | -17.58% | -0.26% | -17.32% |
Average DrawdownAverage peak-to-trough decline | -35.72% | -16.03% | -19.69% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.92% | 3.05% | +4.87% |
Volatility
DDS vs. GAIN - Volatility Comparison
Dillard's, Inc. (DDS) has a higher volatility of 10.84% compared to Gladstone Investment Corporation (GAIN) at 7.40%. This indicates that DDS's price experiences larger fluctuations and is considered to be riskier than GAIN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DDS | GAIN | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.84% | 7.40% | +3.44% |
Volatility (6M)Calculated over the trailing 6-month period | 30.19% | 12.19% | +18.00% |
Volatility (1Y)Calculated over the trailing 1-year period | 44.33% | 21.60% | +22.73% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 52.94% | 21.91% | +31.03% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 59.60% | 25.40% | +34.20% |
Financials
DDS vs. GAIN - Financials Comparison
This section allows you to compare key financial metrics between Dillard's, Inc. and Gladstone Investment Corporation. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities