The total return over the past 12 months is +18.74% vs. +16.94% for the S&P 500. So far it's up +16.62% this year. Includes price appreciation + reinvested dividends.
| Category | 1Y (TTM) | 3Y | 5Y | 10Y | 15Y | 20Y |
|---|---|---|---|---|---|---|
| Price CAGR | +11.34% | +7.41% | +2.09% | +5.66% | +5.53% | +0.20% |
| Total Return CAGR | +18.74% | +15.24% | +10.80% | +14.89% | +15.10% | +9.60% |
| Revenue CAGR | (8.27%) | +32.75% | +1.06% | +8.07% | +12.54% | +15.99% |
| Net Income CAGR | +84.05% | +72.25% | +13.02% | +15.00% | +17.21% | +16.87% |
| EPS CAGR | +92.63% | +64.56% | +30.10% | +19.26% | +13.23% | +13.64% |
| Free Cash Flow CAGR | N/A | N/A | N/A | N/A | N/A | N/A |
| Operating Cash Flow CAGR | (186.45%) | N/A | N/A | N/A | N/A | N/A |
| Dividends CAGR | 0.00% | (9.02%) | +0.64% | +2.60% | +4.73% | +8.73% |
Visualize historical growth rates over rolling horizons. Use the dropdown to select different metric vectors.
Gladstone Investment Corp. (GAIN)
| Year | Start price | End price | GAIN Return | SPY Return | Outperformance |
|---|---|---|---|---|---|
| 2026(YTD) | $13.97 | $15.54 | +16.62% | +14.51% | +2.11% |
| 2025 | $13.25 | $13.97 | +12.99% | +17.72% | (4.73%) |
| 2024 | $14.15 | $13.25 | +0.34% | +24.89% | (24.55%) |
| 2023 | $12.91 | $14.15 | +23.10% | +26.19% | (3.09%) |
| 2022 | $17.08 | $12.91 | (17.46%) | (18.17%) | +0.71% |
| 2021 | $10.09 | $17.08 | +82.14% | +28.74% | +53.40% |
| 2020 | $13.25 | $10.09 | (16.57%) | +18.37% | (34.94%) |
| 2019 | $9.32 | $13.25 | +54.67% | +31.22% | +23.45% |
| 2018 | $11.16 | $9.32 | (9.10%) | (4.56%) | (4.54%) |
| 2017 | $8.46 | $11.16 | +44.63% | +21.70% | +22.93% |
Start and end prices are split-adjusted closing prices. Total return includes reinvested dividends, so it can differ from the price change.
