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GAIN vs. EFC
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

GAIN vs. EFC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Gladstone Investment Corporation (GAIN) and Ellington Financial Inc. (EFC). The values are adjusted to include any dividend payments, if applicable.

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GAIN vs. EFC - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
GAIN
Gladstone Investment Corporation
3.42%17.11%5.33%31.01%-17.55%82.14%-16.56%53.31%-9.67%44.63%
EFC
Ellington Financial Inc.
-9.98%26.13%8.68%18.16%-18.32%26.33%-10.16%32.43%17.29%4.34%

Fundamentals

Market Cap

GAIN:

$563.43M

EFC:

$1.18B

EPS

GAIN:

$1.68

EFC:

$1.20

PE Ratio

GAIN:

8.45

EFC:

9.88

PEG Ratio

GAIN:

0.19

EFC:

0.07

PS Ratio

GAIN:

4.93

EFC:

6.17

PB Ratio

GAIN:

0.95

EFC:

0.78

Total Revenue (TTM)

GAIN:

$110.43M

EFC:

$189.96M

Gross Profit (TTM)

GAIN:

$60.00M

EFC:

$287.57M

EBITDA (TTM)

GAIN:

$64.46M

EFC:

$125.53M

Returns By Period

In the year-to-date period, GAIN achieves a 3.42% return, which is significantly higher than EFC's -9.98% return. Over the past 10 years, GAIN has outperformed EFC with an annualized return of 18.49%, while EFC has yielded a comparatively lower 7.84% annualized return.


GAIN

1D
0.35%
1M
4.32%
YTD
3.42%
6M
6.37%
1Y
18.02%
3Y*
16.28%
5Y*
14.72%
10Y*
18.49%

EFC

1D
1.89%
1M
-3.52%
YTD
-9.98%
6M
-3.08%
1Y
0.71%
3Y*
12.58%
5Y*
6.08%
10Y*
7.84%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

GAIN vs. EFC — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

GAIN
GAIN Risk / Return Rank: 7070
Overall Rank
GAIN Sharpe Ratio Rank: 7272
Sharpe Ratio Rank
GAIN Sortino Ratio Rank: 6868
Sortino Ratio Rank
GAIN Omega Ratio Rank: 6767
Omega Ratio Rank
GAIN Calmar Ratio Rank: 6868
Calmar Ratio Rank
GAIN Martin Ratio Rank: 7878
Martin Ratio Rank

EFC
EFC Risk / Return Rank: 4141
Overall Rank
EFC Sharpe Ratio Rank: 4343
Sharpe Ratio Rank
EFC Sortino Ratio Rank: 3535
Sortino Ratio Rank
EFC Omega Ratio Rank: 3535
Omega Ratio Rank
EFC Calmar Ratio Rank: 4545
Calmar Ratio Rank
EFC Martin Ratio Rank: 4646
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

GAIN vs. EFC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Gladstone Investment Corporation (GAIN) and Ellington Financial Inc. (EFC). 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.


GAINEFCDifference

Sharpe ratio

Return per unit of total volatility

0.84

0.03

+0.80

Sortino ratio

Return per unit of downside risk

1.44

0.19

+1.25

Omega ratio

Gain probability vs. loss probability

1.19

1.02

+0.16

Calmar ratio

Return relative to maximum drawdown

1.23

0.09

+1.14

Martin ratio

Return relative to average drawdown

5.23

0.28

+4.95

GAIN vs. EFC - Sharpe Ratio Comparison

The current GAIN Sharpe Ratio is 0.84, which is higher than the EFC Sharpe Ratio of 0.03. The chart below compares the historical Sharpe Ratios of GAIN and EFC, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


GAINEFCDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.84

0.03

+0.80

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.68

0.25

+0.42

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.73

0.19

+0.54

Sharpe Ratio (All Time)

Calculated using the full available price history

0.24

0.24

0.00

Correlation

The correlation between GAIN and EFC is 0.32, 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

GAIN vs. EFC - Dividend Comparison

GAIN's dividend yield for the trailing twelve months is around 10.56%, less than EFC's 13.16% yield.


TTM20252024202320222021202020192018201720162015
GAIN
Gladstone Investment Corporation
10.56%10.74%12.53%17.24%9.88%6.06%9.22%7.06%9.24%7.94%8.87%9.68%
EFC
Ellington Financial Inc.
13.16%11.49%13.20%14.16%14.55%9.60%8.49%9.87%10.70%12.13%12.56%14.60%

Drawdowns

GAIN vs. EFC - Drawdown Comparison

The maximum GAIN drawdown since its inception was -80.87%, roughly equal to the maximum EFC drawdown of -79.08%. Use the drawdown chart below to compare losses from any high point for GAIN and EFC.


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Drawdown Indicators


GAINEFCDifference

Max Drawdown

Largest peak-to-trough decline

-80.87%

-79.08%

-1.79%

Max Drawdown (1Y)

Largest decline over 1 year

-13.01%

-17.71%

+4.70%

Max Drawdown (5Y)

Largest decline over 5 years

-26.26%

-34.19%

+7.93%

Max Drawdown (10Y)

Largest decline over 10 years

-56.28%

-79.08%

+22.80%

Current Drawdown

Current decline from peak

-1.24%

-12.74%

+11.50%

Average Drawdown

Average peak-to-trough decline

-16.03%

-10.02%

-6.01%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.05%

5.60%

-2.55%

Volatility

GAIN vs. EFC - Volatility Comparison

Gladstone Investment Corporation (GAIN) and Ellington Financial Inc. (EFC) have volatilities of 7.41% and 7.49%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


GAINEFCDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.41%

7.49%

-0.08%

Volatility (6M)

Calculated over the trailing 6-month period

12.15%

13.55%

-1.40%

Volatility (1Y)

Calculated over the trailing 1-year period

21.66%

20.55%

+1.11%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

21.94%

24.13%

-2.19%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

25.41%

42.23%

-16.82%

Financials

GAIN vs. EFC - Financials Comparison

This section allows you to compare key financial metrics between Gladstone Investment Corporation and Ellington Financial 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


-100.00M-50.00M0.0050.00M100.00MAprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
22.84M
-91.60M
(GAIN) Total Revenue
(EFC) Total Revenue
Values in USD except per share items

GAIN vs. EFC - Profitability Comparison

The chart below illustrates the profitability comparison between Gladstone Investment Corporation and Ellington Financial Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

-40.0%-20.0%0.0%20.0%40.0%60.0%80.0%100.0%AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober0
-32.7%
Portfolio components
GAIN - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Gladstone Investment Corporation reported a gross profit of 0.00 and revenue of 22.84M. Therefore, the gross margin over that period was 0.0%.

EFC - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Ellington Financial Inc. reported a gross profit of 29.99M and revenue of -91.60M. Therefore, the gross margin over that period was -32.7%.

GAIN - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Gladstone Investment Corporation reported an operating income of 0.00 and revenue of 22.84M, resulting in an operating margin of 0.0%.

EFC - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Ellington Financial Inc. reported an operating income of -72.00M and revenue of -91.60M, resulting in an operating margin of 78.6%.

GAIN - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Gladstone Investment Corporation reported a net income of 0.00 and revenue of 22.84M, resulting in a net margin of 0.0%.

EFC - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Ellington Financial Inc. reported a net income of -6.48M and revenue of -91.60M, resulting in a net margin of 7.1%.