SNEX vs. GAIN
SNEX (StoneX Group Inc.) and GAIN (Gladstone Investment Corporation) are both stocks. Both are in the Financial Services sector — SNEX in Capital Markets, GAIN in Asset Management. Over the past 10 years, SNEX returned 29.75%/yr vs 18.54%/yr for GAIN. Their 0.31 correlation means their historical movements had little consistent relationship.
Performance
SNEX vs. GAIN - Performance Comparison
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Returns By Period
In the year-to-date period, SNEX achieves a 81.10% return, which is significantly higher than GAIN's 20.04% return. Over the past 10 years, SNEX has outperformed GAIN with an annualized return of 29.75%, while GAIN has yielded a comparatively lower 18.54% annualized return.
SNEX
- 1D
- -1.35%
- 1M
- -4.72%
- 6M
- 53.47%
- YTD
- 81.10%
- 1Y
- 77.68%
- 3Y*
- 60.88%
- 5Y*
- 43.13%
- 10Y*
- 29.75%
- ALL TIME*
- 17.03%
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%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $2.75M | $3.16M | $4.42M | |
| $72.42M | $82.47M | $102.06M |
SNEX vs. GAIN - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SNEX StoneX Group Inc. | 81.10% | 45.65% | 32.70% | 16.21% | 55.59% | 5.79% | 18.57% | 33.49% | -13.99% | 7.40% |
GAIN Gladstone Investment Corporation | 20.04% | 17.11% | 5.33% | 31.01% | -17.55% | 82.14% | -16.56% | 53.31% | -9.67% | 44.63% |
Correlation
The correlation between SNEX and GAIN is 0.18, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.18 |
Correlation (3Y) Balances recent behavior with more history. | 0.20 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.26 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.27 |
Correlation (All Time) Calculated using the full available price history since Jun 23, 2005 | 0.31 |
The correlation between SNEX and GAIN shifts across timeframes, from 0.18 (1 year) to 0.31 (all time), reflecting how their relationship changes across market environments.
Fundamentals
SNEX:
$9.10B
GAIN:
$643.13M
SNEX:
$7.39
GAIN:
$3.34
SNEX:
10.36
GAIN:
4.84
SNEX:
0.39
GAIN:
0.11
SNEX:
0.03
GAIN:
5.60
SNEX:
$152.34B
GAIN:
$112.66M
SNEX:
$47.64B
GAIN:
$80.66M
SNEX:
$2.46B
GAIN:
$57.95M
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Return for Risk
SNEX vs. GAIN — Risk / Return Rank
SNEX
GAIN
SNEX vs. GAIN - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for StoneX Group Inc. (SNEX) and Gladstone Investment Corporation (GAIN). 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.
| SNEX | GAIN | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.42 | ||
| Sortino ratioReturn per unit of downside risk | +0.29 | ||
| Omega ratioGain probability vs. loss probability | 1.30 | 1.24 | +0.06 |
| Calmar ratioReturn relative to maximum drawdown | 2.99 | 1.91 | +1.08 |
| Martin ratioReturn relative to average drawdown | 7.89 | 6.23 | +1.66 |
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Drawdowns
SNEX vs. GAIN - Drawdown Comparison
The maximum SNEX drawdown since its inception was -97.89%, which is greater than GAIN's maximum drawdown of -80.87%. Use the drawdown chart below to compare losses from any high point for SNEX and GAIN.
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Drawdown Indicators
| SNEX | GAIN | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -97.89% | -80.87% | -17.02% |
Max Drawdown (1Y)Largest decline over 1 year | -25.91% | -12.75% | -13.16% |
Max Drawdown (3Y)Largest decline over 3 years | -25.91% | -14.76% | -11.15% |
Max Drawdown (5Y)Largest decline over 5 years | -25.91% | -26.26% | +0.35% |
Max Drawdown (10Y)Largest decline over 10 years | -48.65% | -56.28% | +7.63% |
Current DrawdownCurrent decline from peak | -17.38% | -3.62% | -13.76% |
Average DrawdownAverage peak-to-trough decline | -42.76% | -15.84% | -26.92% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.81% | 3.90% | +5.91% |
Volatility
SNEX vs. GAIN - Volatility Comparison
StoneX Group Inc. (SNEX) has a higher volatility of 15.86% compared to Gladstone Investment Corporation (GAIN) at 6.74%. This indicates that SNEX's price experiences larger fluctuations and is considered to be riskier than GAIN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SNEX | GAIN | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 15.86% | 6.74% | +9.12% |
Volatility (6M)Calculated over the trailing 6-month period | 37.21% | 17.56% | +19.65% |
Volatility (1Y)Calculated over the trailing 1-year period | 47.44% | 20.03% | +27.41% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 36.46% | 22.45% | +14.01% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 37.09% | 25.79% | +11.30% |
Dividends
SNEX vs. GAIN - Dividend Comparison
SNEX has not paid dividends to shareholders, while GAIN's dividend yield for the trailing twelve months is around 5.94%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
SNEX StoneX Group Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Financials
SNEX vs. GAIN - Financials Comparison
This section allows you to compare key financial metrics between StoneX Group Inc. and Gladstone Investment 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.
Total Revenue: Total amount of money received from sales and other business activities
Frequently Asked Questions
SNEX and GAIN have a correlation of 0.18, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SNEX has higher volatility (15.86%) compared to GAIN (6.74%). In terms of maximum drawdown, SNEX dropped -97.89% vs GAIN's -80.87%.
SNEX currently has the higher Sharpe Ratio (1.64 vs 1.22), 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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