GAIN vs. DDS
GAIN (Gladstone Investment Corporation) and DDS (Dillard's, Inc.) are both stocks. GAIN operates in Asset Management (Financial Services), while DDS operates in Department Stores (Consumer Cyclical). Over the past 10 years, GAIN returned 18.54%/yr vs 29.15%/yr for DDS. Their 0.27 correlation means their historical movements had little consistent relationship.
Performance
GAIN vs. DDS - Performance Comparison
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Returns By Period
In the year-to-date period, GAIN achieves a 20.04% return, which is significantly higher than DDS's -2.78% return. Over the past 10 years, GAIN has underperformed DDS with an annualized return of 18.54%, while DDS has yielded a comparatively higher 29.15% annualized return.
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%
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%
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 |
GAIN vs. DDS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
GAIN Gladstone Investment Corporation | 20.04% | 17.11% | 5.33% | 31.01% | -17.55% | 82.14% | -16.56% | 53.31% | -9.67% | 44.63% |
DDS Dillard's, Inc. | -2.78% | 46.81% | 13.47% | 32.05% | 38.66% | 306.41% | -12.71% | 22.76% | 0.97% | -3.63% |
Correlation
The correlation between GAIN and DDS 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 GAIN and DDS has dropped to 0.04 - well below their long-term average of 0.27, suggesting their price drivers have been diverging.
Fundamentals
GAIN:
$643.13M
DDS:
$9.19B
GAIN:
$3.34
DDS:
$42.07
GAIN:
4.84
DDS:
13.98
GAIN:
5.60
DDS:
1.40
GAIN:
$112.66M
DDS:
$6.58B
GAIN:
$80.66M
DDS:
$1.82B
GAIN:
$57.95M
DDS:
$985.80M
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Return for Risk
GAIN vs. DDS — Risk / Return Rank
GAIN
DDS
GAIN vs. DDS - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Gladstone Investment Corporation (GAIN) and Dillard's, Inc. (DDS). 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.
| GAIN | DDS | 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 | 1.24 | 1.17 | +0.07 |
| Calmar ratioReturn relative to maximum drawdown | 1.91 | 1.18 | +0.73 |
| Martin ratioReturn relative to average drawdown | 6.23 | 2.50 | +3.74 |
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Drawdowns
GAIN vs. DDS - Drawdown Comparison
The maximum GAIN drawdown since its inception was -80.87%, smaller than the maximum DDS drawdown of -93.62%. Use the drawdown chart below to compare losses from any high point for GAIN and DDS.
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Drawdown Indicators
| GAIN | DDS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -80.87% | -93.62% | +12.75% |
Max Drawdown (1Y)Largest decline over 1 year | -12.75% | -27.04% | +14.29% |
Max Drawdown (3Y)Largest decline over 3 years | -14.76% | -42.02% | +27.26% |
Max Drawdown (5Y)Largest decline over 5 years | -26.26% | -49.71% | +23.45% |
Max Drawdown (10Y)Largest decline over 10 years | -56.28% | -76.57% | +20.29% |
Current DrawdownCurrent decline from peak | -3.62% | -15.82% | +12.20% |
Average DrawdownAverage peak-to-trough decline | -15.84% | -35.56% | +19.72% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.90% | 12.78% | -8.88% |
Volatility
GAIN vs. DDS - Volatility Comparison
The current volatility for Gladstone Investment Corporation (GAIN) is 6.74%, while Dillard's, Inc. (DDS) has a volatility of 10.82%. This indicates that GAIN experiences smaller price fluctuations and is considered to be less risky than DDS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| GAIN | DDS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.74% | 10.82% | -4.08% |
Volatility (6M)Calculated over the trailing 6-month period | 17.56% | 27.45% | -9.89% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.03% | 39.97% | -19.94% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.45% | 50.21% | -27.76% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.79% | 59.66% | -33.87% |
Dividends
GAIN vs. DDS - Dividend Comparison
GAIN's dividend yield for the trailing twelve months is around 5.94%, more than DDS's 5.38% 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
GAIN vs. DDS - Financials Comparison
This section allows you to compare key financial metrics between Gladstone Investment Corporation and Dillard's, Inc.. 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
GAIN and DDS 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, GAIN dropped -80.87% vs DDS's -93.62%.
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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