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

Correlation

The correlation between GAIN and MCD is 0.25, 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.


-0.50.00.51.00.3

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%JulyAugustSeptemberOctoberNovemberDecember
467.17%
1,670.87%
GAIN
MCD

Key characteristics

Sharpe Ratio

GAIN:

0.40

MCD:

0.21

Sortino Ratio

GAIN:

0.66

MCD:

0.41

Omega Ratio

GAIN:

1.08

MCD:

1.05

Calmar Ratio

GAIN:

0.59

MCD:

0.22

Martin Ratio

GAIN:

1.46

MCD:

0.47

Ulcer Index

GAIN:

5.12%

MCD:

8.02%

Daily Std Dev

GAIN:

18.56%

MCD:

17.77%

Max Drawdown

GAIN:

-80.87%

MCD:

-73.62%

Current Drawdown

GAIN:

-3.66%

MCD:

-6.99%

Fundamentals

Market Cap

GAIN:

$482.09M

MCD:

$212.18B

EPS

GAIN:

$1.04

MCD:

$11.40

PE Ratio

GAIN:

12.63

MCD:

25.97

PEG Ratio

GAIN:

5.46

MCD:

2.69

Total Revenue (TTM)

GAIN:

$118.72M

MCD:

$25.94B

Gross Profit (TTM)

GAIN:

$94.40M

MCD:

$14.53B

EBITDA (TTM)

GAIN:

$45.88M

MCD:

$13.43B

Returns By Period

In the year-to-date period, GAIN achieves a 7.00% return, which is significantly higher than MCD's 1.11% return. Over the past 10 years, GAIN has outperformed MCD with an annualized return of 18.26%, while MCD has yielded a comparatively lower 14.92% annualized return.


GAIN

YTD

7.00%

1M

0.47%

6M

5.44%

1Y

7.60%

5Y*

9.43%

10Y*

18.26%

MCD

YTD

1.11%

1M

1.21%

6M

14.18%

1Y

2.88%

5Y*

10.78%

10Y*

14.92%

Compare stocks, funds, or ETFs

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Risk-Adjusted Performance

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.


Sharpe ratio
The chart of Sharpe ratio for GAIN, currently valued at 0.40, compared to the broader market-4.00-2.000.002.000.400.21
The chart of Sortino ratio for GAIN, currently valued at 0.66, compared to the broader market-4.00-2.000.002.004.000.660.41
The chart of Omega ratio for GAIN, currently valued at 1.08, compared to the broader market0.501.001.502.001.081.05
The chart of Calmar ratio for GAIN, currently valued at 0.59, compared to the broader market0.002.004.006.000.590.22
The chart of Martin ratio for GAIN, currently valued at 1.46, compared to the broader market-5.000.005.0010.0015.0020.0025.001.460.47
GAIN
MCD

The current GAIN Sharpe Ratio is 0.40, which is higher than the MCD Sharpe Ratio of 0.21. 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 Ratio-1.00-0.500.000.501.001.502.00JulyAugustSeptemberOctoberNovemberDecember
0.40
0.21
GAIN
MCD

Dividends

GAIN vs. MCD - Dividend Comparison

GAIN's dividend yield for the trailing twelve months is around 12.33%, more than MCD's 2.32% yield.


TTM20232022202120202019201820172016201520142013
GAIN
Gladstone Investment Corporation
12.33%17.24%9.88%6.06%9.22%7.74%9.88%7.94%8.87%9.68%11.00%8.44%
MCD
McDonald's Corporation
2.32%2.10%2.15%1.96%2.35%2.39%2.36%2.23%2.97%2.91%3.50%3.22%

Drawdowns

GAIN vs. MCD - Drawdown Comparison

The maximum GAIN drawdown since its inception was -80.87%, 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%JulyAugustSeptemberOctoberNovemberDecember
-3.66%
-6.99%
GAIN
MCD

Volatility

GAIN vs. MCD - Volatility Comparison

Gladstone Investment Corporation (GAIN) has a higher volatility of 5.66% compared to McDonald's Corporation (MCD) at 4.09%. 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.


3.00%4.00%5.00%6.00%7.00%8.00%JulyAugustSeptemberOctoberNovemberDecember
5.66%
4.09%
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
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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