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GAIN vs. HRZN
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between GAIN and HRZN is 0.36, 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.


-0.50.00.51.0
Correlation: 0.4

Performance

GAIN vs. HRZN - Performance Comparison

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

100.00%200.00%300.00%400.00%500.00%600.00%700.00%NovemberDecember2025FebruaryMarchApril
671.95%
150.88%
GAIN
HRZN

Key characteristics

Sharpe Ratio

GAIN:

0.45

HRZN:

-0.61

Sortino Ratio

GAIN:

0.82

HRZN:

-0.67

Omega Ratio

GAIN:

1.11

HRZN:

0.90

Calmar Ratio

GAIN:

0.72

HRZN:

-0.38

Martin Ratio

GAIN:

2.33

HRZN:

-0.91

Ulcer Index

GAIN:

4.56%

HRZN:

16.10%

Daily Std Dev

GAIN:

23.52%

HRZN:

24.14%

Max Drawdown

GAIN:

-80.88%

HRZN:

-60.45%

Current Drawdown

GAIN:

0.00%

HRZN:

-30.93%

Fundamentals

Market Cap

GAIN:

$514.62M

HRZN:

$349.68M

EPS

GAIN:

$1.91

HRZN:

-$0.16

PEG Ratio

GAIN:

5.46

HRZN:

2.07

PS Ratio

GAIN:

5.77

HRZN:

3.50

PB Ratio

GAIN:

1.04

HRZN:

1.02

Total Revenue (TTM)

GAIN:

$63.70M

HRZN:

$42.10M

Gross Profit (TTM)

GAIN:

$63.00M

HRZN:

$35.26M

EBITDA (TTM)

GAIN:

$19.35M

HRZN:

$14.03M

Returns By Period

In the year-to-date period, GAIN achieves a 7.95% return, which is significantly higher than HRZN's 2.16% return. Over the past 10 years, GAIN has outperformed HRZN with an annualized return of 17.43%, while HRZN has yielded a comparatively lower 5.99% annualized return.


GAIN

YTD

7.95%

1M

3.79%

6M

3.18%

1Y

11.32%

5Y*

18.79%

10Y*

17.43%

HRZN

YTD

2.16%

1M

-4.66%

6M

-6.58%

1Y

-13.56%

5Y*

9.98%

10Y*

5.99%

*Annualized

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Risk-Adjusted Performance

GAIN vs. HRZN — Risk-Adjusted Performance Rank

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

GAIN
The Risk-Adjusted Performance Rank of GAIN is 6969
Overall Rank
The Sharpe Ratio Rank of GAIN is 6969
Sharpe Ratio Rank
The Sortino Ratio Rank of GAIN is 6262
Sortino Ratio Rank
The Omega Ratio Rank of GAIN is 6060
Omega Ratio Rank
The Calmar Ratio Rank of GAIN is 7979
Calmar Ratio Rank
The Martin Ratio Rank of GAIN is 7575
Martin Ratio Rank

HRZN
The Risk-Adjusted Performance Rank of HRZN is 2323
Overall Rank
The Sharpe Ratio Rank of HRZN is 1818
Sharpe Ratio Rank
The Sortino Ratio Rank of HRZN is 1919
Sortino Ratio Rank
The Omega Ratio Rank of HRZN is 1717
Omega Ratio Rank
The Calmar Ratio Rank of HRZN is 2727
Calmar Ratio Rank
The Martin Ratio Rank of HRZN is 3131
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

GAIN vs. HRZN - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Gladstone Investment Corporation (GAIN) and Horizon Technology Finance Corporation (HRZN). 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.


The chart of Sharpe ratio for GAIN, currently valued at 0.45, compared to the broader market-2.00-1.000.001.002.003.00
GAIN: 0.45
HRZN: -0.61
The chart of Sortino ratio for GAIN, currently valued at 0.82, compared to the broader market-6.00-4.00-2.000.002.004.00
GAIN: 0.82
HRZN: -0.67
The chart of Omega ratio for GAIN, currently valued at 1.11, compared to the broader market0.501.001.502.00
GAIN: 1.11
HRZN: 0.90
The chart of Calmar ratio for GAIN, currently valued at 0.72, compared to the broader market0.001.002.003.004.005.00
GAIN: 0.72
HRZN: -0.38
The chart of Martin ratio for GAIN, currently valued at 2.33, compared to the broader market-5.000.005.0010.0015.0020.00
GAIN: 2.33
HRZN: -0.91

The current GAIN Sharpe Ratio is 0.45, which is higher than the HRZN Sharpe Ratio of -0.61. The chart below compares the historical Sharpe Ratios of GAIN and HRZN, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-1.50-1.00-0.500.000.501.001.502.00NovemberDecember2025FebruaryMarchApril
0.45
-0.61
GAIN
HRZN

Dividends

GAIN vs. HRZN - Dividend Comparison

GAIN's dividend yield for the trailing twelve months is around 11.88%, less than HRZN's 15.09% yield.


TTM20242023202220212020201920182017201620152014
GAIN
Gladstone Investment Corporation
11.88%12.53%17.24%9.88%6.06%9.22%7.74%9.88%7.94%8.87%9.68%11.00%
HRZN
Horizon Technology Finance Corporation
15.09%14.68%10.02%10.43%7.54%9.44%9.28%10.67%10.70%12.96%11.76%9.86%

Drawdowns

GAIN vs. HRZN - Drawdown Comparison

The maximum GAIN drawdown since its inception was -80.88%, which is greater than HRZN's maximum drawdown of -60.45%. Use the drawdown chart below to compare losses from any high point for GAIN and HRZN. For additional features, visit the drawdowns tool.


-40.00%-30.00%-20.00%-10.00%0.00%NovemberDecember2025FebruaryMarchApril0
-30.93%
GAIN
HRZN

Volatility

GAIN vs. HRZN - Volatility Comparison

Gladstone Investment Corporation (GAIN) has a higher volatility of 15.39% compared to Horizon Technology Finance Corporation (HRZN) at 13.16%. This indicates that GAIN's price experiences larger fluctuations and is considered to be riskier than HRZN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%12.00%14.00%16.00%NovemberDecember2025FebruaryMarchApril
15.39%
13.16%
GAIN
HRZN

Financials

GAIN vs. HRZN - Financials Comparison

This section allows you to compare key financial metrics between Gladstone Investment Corporation and Horizon Technology Finance 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.


Quarterly
Annual

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


Values in USD except per share items