PortfoliosLab logo
GAIN vs. MCD
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between GAIN and MCD is 0.47, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


-0.50.00.51.0
Correlation: 0.5

Performance

GAIN vs. MCD - Performance Comparison

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

500.00%1,000.00%1,500.00%2,000.00%NovemberDecember2025FebruaryMarchApril
502.73%
1,827.51%
GAIN
MCD

Key characteristics

Sharpe Ratio

GAIN:

0.45

MCD:

0.86

Sortino Ratio

GAIN:

0.82

MCD:

1.30

Omega Ratio

GAIN:

1.11

MCD:

1.17

Calmar Ratio

GAIN:

0.72

MCD:

1.00

Martin Ratio

GAIN:

2.33

MCD:

3.15

Ulcer Index

GAIN:

4.56%

MCD:

5.46%

Daily Std Dev

GAIN:

23.52%

MCD:

20.13%

Max Drawdown

GAIN:

-80.88%

MCD:

-73.62%

Current Drawdown

GAIN:

0.00%

MCD:

-1.42%

Fundamentals

Market Cap

GAIN:

$514.62M

MCD:

$226.49B

EPS

GAIN:

$1.91

MCD:

$11.38

PE Ratio

GAIN:

7.31

MCD:

27.83

PEG Ratio

GAIN:

5.46

MCD:

2.80

PS Ratio

GAIN:

5.77

MCD:

8.74

PB Ratio

GAIN:

1.04

MCD:

0.00

Total Revenue (TTM)

GAIN:

$63.70M

MCD:

$19.75B

Gross Profit (TTM)

GAIN:

$63.00M

MCD:

$11.27B

EBITDA (TTM)

GAIN:

$19.35M

MCD:

$10.66B

Returns By Period

In the year-to-date period, GAIN achieves a 7.95% return, which is significantly lower than MCD's 9.89% return. Over the past 10 years, GAIN has outperformed MCD with an annualized return of 17.43%, while MCD has yielded a comparatively lower 15.49% annualized return.


GAIN

YTD

7.95%

1M

3.79%

6M

3.18%

1Y

11.32%

5Y*

18.79%

10Y*

17.43%

MCD

YTD

9.89%

1M

1.01%

6M

9.53%

1Y

17.73%

5Y*

14.11%

10Y*

15.49%

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Risk-Adjusted Performance

GAIN vs. MCD — 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

MCD
The Risk-Adjusted Performance Rank of MCD is 7878
Overall Rank
The Sharpe Ratio Rank of MCD is 8181
Sharpe Ratio Rank
The Sortino Ratio Rank of MCD is 7474
Sortino Ratio Rank
The Omega Ratio Rank of MCD is 7272
Omega Ratio Rank
The Calmar Ratio Rank of MCD is 8585
Calmar Ratio Rank
The Martin Ratio Rank of MCD is 8080
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. MCD - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Gladstone Investment Corporation (GAIN) and McDonald's Corporation (MCD). 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
MCD: 0.86
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
MCD: 1.30
The chart of Omega ratio for GAIN, currently valued at 1.11, compared to the broader market0.501.001.502.00
GAIN: 1.11
MCD: 1.17
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
MCD: 1.00
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
MCD: 3.15

The current GAIN Sharpe Ratio is 0.45, which is lower than the MCD Sharpe Ratio of 0.86. The chart below compares the historical Sharpe Ratios of GAIN and MCD, 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 Ratio0.000.501.001.50NovemberDecember2025FebruaryMarchApril
0.45
0.86
GAIN
MCD

Dividends

GAIN vs. MCD - Dividend Comparison

GAIN's dividend yield for the trailing twelve months is around 11.88%, more than MCD's 2.17% 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%
MCD
McDonald's Corporation
2.17%2.34%2.10%2.15%1.96%2.35%2.39%2.36%2.23%2.97%2.91%3.50%

Drawdowns

GAIN vs. MCD - Drawdown Comparison

The maximum GAIN drawdown since its inception was -80.88%, which is greater than MCD's maximum drawdown of -73.62%. Use the drawdown chart below to compare losses from any high point for GAIN and MCD. For additional features, visit the drawdowns tool.


-15.00%-10.00%-5.00%0.00%NovemberDecember2025FebruaryMarchApril0
-1.42%
GAIN
MCD

Volatility

GAIN vs. MCD - Volatility Comparison

Gladstone Investment Corporation (GAIN) has a higher volatility of 15.39% compared to McDonald's Corporation (MCD) at 8.49%. This indicates that GAIN's price experiences larger fluctuations and is considered to be riskier than MCD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


4.00%6.00%8.00%10.00%12.00%14.00%16.00%NovemberDecember2025FebruaryMarchApril
15.39%
8.49%
GAIN
MCD

Financials

GAIN vs. MCD - Financials Comparison

This section allows you to compare key financial metrics between Gladstone Investment Corporation and McDonald's 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