DDS vs. GAIN
DDS (Dillard's, Inc.) and GAIN (Gladstone Investment Corporation) are both stocks. DDS operates in Department Stores (Consumer Cyclical), while GAIN operates in Asset Management (Financial Services). Over the past 10 years, DDS returned 29.15%/yr vs 18.54%/yr for GAIN. Their 0.27 correlation means their historical movements had little consistent relationship.
Performance
DDS vs. GAIN - Performance Comparison
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Returns By Period
In the year-to-date period, DDS achieves a -2.78% return, which is significantly lower than GAIN's 20.04% return. Over the past 10 years, DDS has outperformed GAIN with an annualized return of 29.15%, while GAIN has yielded a comparatively lower 18.54% annualized return.
DDS
- 1D
- -2.32%
- 1M
- 7.61%
- 6M
- -2.97%
- YTD
- -2.78%
- 1Y
- 31.35%
- 3Y*
- 25.91%
- 5Y*
- 32.83%
- 10Y*
- 29.15%
- ALL TIME*
- 11.20%
GAIN
- 1D
- -0.43%
- 1M
- 4.31%
- 6M
- 20.55%
- YTD
- 20.04%
- 1Y
- 24.33%
- 3Y*
- 19.96%
- 5Y*
- 14.41%
- 10Y*
- 18.54%
- ALL TIME*
- 10.23%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $75.11M | $68.81M | $70.32M | |
| $2.75M | $3.16M | $4.42M |
DDS vs. GAIN - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DDS Dillard's, Inc. | -2.78% | 46.81% | 13.47% | 32.05% | 38.66% | 306.41% | -12.71% | 22.76% | 0.97% | -3.63% |
GAIN Gladstone Investment Corporation | 20.04% | 17.11% | 5.33% | 31.01% | -17.55% | 82.14% | -16.56% | 53.31% | -9.67% | 44.63% |
Correlation
The correlation between DDS and GAIN is 0.04, meaning there was essentially no consistent relationship between their historical price movements. Each responded to its own set of market drivers.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.04 |
Correlation (3Y) Balances recent behavior with more history. | 0.18 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.26 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.22 |
Correlation (All Time) Calculated using the full available price history since Jun 23, 2005 | 0.27 |
Over the past year, the correlation between DDS and GAIN has dropped to 0.04 - well below their long-term average of 0.27, suggesting their price drivers have been diverging.
Fundamentals
DDS:
$9.19B
GAIN:
$643.13M
DDS:
$42.07
GAIN:
$3.34
DDS:
13.98
GAIN:
4.84
DDS:
1.40
GAIN:
5.60
DDS:
$6.58B
GAIN:
$112.66M
DDS:
$1.82B
GAIN:
$80.66M
DDS:
$985.80M
GAIN:
$57.95M
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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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| DDS | GAIN | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.42 | ||
| Sortino ratioReturn per unit of downside risk | -0.49 | ||
| Omega ratioGain probability vs. loss probability | 1.17 | 1.24 | -0.07 |
| Calmar ratioReturn relative to maximum drawdown | 1.18 | 1.91 | -0.73 |
| Martin ratioReturn relative to average drawdown | 2.50 | 6.23 | -3.74 |
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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 | -27.04% | -12.75% | -14.29% |
Max Drawdown (3Y)Largest decline over 3 years | -42.02% | -14.76% | -27.26% |
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 | -15.82% | -3.62% | -12.20% |
Average DrawdownAverage peak-to-trough decline | -35.56% | -15.84% | -19.72% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 12.78% | 3.90% | +8.88% |
Volatility
DDS vs. GAIN - Volatility Comparison
Dillard's, Inc. (DDS) has a higher volatility of 10.82% compared to Gladstone Investment Corporation (GAIN) at 6.74%. 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 | 10.82% | 6.74% | +4.08% |
Volatility (6M)Calculated over the trailing 6-month period | 27.45% | 17.56% | +9.89% |
Volatility (1Y)Calculated over the trailing 1-year period | 39.97% | 20.03% | +19.94% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 50.21% | 22.45% | +27.76% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 59.66% | 25.79% | +33.87% |
Dividends
DDS vs. GAIN - Dividend Comparison
DDS's dividend yield for the trailing twelve months is around 5.38%, less than GAIN's 5.94% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DDS Dillard's, Inc. | 5.38% | 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 | 5.94% | 10.74% | 12.53% | 17.24% | 9.88% | 6.06% | 9.22% | 7.06% | 9.24% | 7.94% | 8.87% | 9.68% |
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
Frequently Asked Questions
DDS and GAIN have a correlation of 0.04, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
DDS has higher volatility (10.82%) compared to GAIN (6.74%). In terms of maximum drawdown, DDS dropped -93.62% vs GAIN's -80.87%.
GAIN currently has the higher Sharpe Ratio (1.22 vs 0.80), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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