Gladstone Investment Stock Performance
| GAINZ Stock | USD 23.46 0.28 1.21% |
The company retains a Market Volatility (i.e., Beta) of 0.0794, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Gladstone Investment's returns are expected to increase less than the market. However, during the bear market, the loss of holding Gladstone Investment is expected to be smaller as well. At this point, Gladstone Investment has a negative expected return of -0.0136%. Please make sure to check out Gladstone Investment's total risk alpha, as well as the relationship between the kurtosis and market facilitation index , to decide if Gladstone Investment performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
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Over the last 90 days Gladstone Investment has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of fairly strong basic indicators, Gladstone Investment is not utilizing all of its potentials. The recent stock price disturbance, may contribute to short-term losses for the investors. ...more
Actual Historical Performance (%)
One Day Return 0.51 | Five Day Return 0.51 | Year To Date Return 0.26 | Ten Year Return (6.35) | All Time Return (6.35) |
Dividend Date 2025-02-01 |
| Gladstone Investment dividend paid on 1st of November 2024 | 11/01/2024 |
1 | Gladstone Investment Corporation Prices Public Offering of 7.875 percent Notes due 2030 - Yahoo Finance | 12/10/2024 |
Gladstone |
Gladstone Investment Relative Risk vs. Return Landscape
If you would invest 2,370 in Gladstone Investment on September 24, 2024 and sell it today you would lose (24.00) from holding Gladstone Investment or give up 1.01% of portfolio value over 90 days. Gladstone Investment is currently producing negative expected returns and takes up 0.6516% volatility of returns over 90 trading days. Put another way, 5% of traded stocks are less volatile than Gladstone, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Gladstone Investment Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Gladstone Investment's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Gladstone Investment, and traders can use it to determine the average amount a Gladstone Investment's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.0208
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | GAINZ |
Estimated Market Risk
| 0.65 actual daily | 5 95% of assets are more volatile |
Expected Return
| -0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.02 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Gladstone Investment is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Gladstone Investment by adding Gladstone Investment to a well-diversified portfolio.
About Gladstone Investment Performance
Evaluating Gladstone Investment's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Gladstone Investment has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Gladstone Investment has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 121.72 | 115.63 | |
| Return On Tangible Assets | 0.09 | 0.10 | |
| Return On Capital Employed | 0.05 | 0.06 | |
| Return On Assets | 0.09 | 0.10 | |
| Return On Equity | 0.17 | 0.18 |
Things to note about Gladstone Investment performance evaluation
Checking the ongoing alerts about Gladstone Investment for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Gladstone Investment help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Gladstone Investment generated a negative expected return over the last 90 days | |
| Gladstone Investment has a frail financial position based on the latest SEC disclosures | |
| On 1st of November 2024 Gladstone Investment paid $ 0.3047 per share dividend to its current shareholders | |
| Latest headline from news.google.com: Gladstone Investment Corporation Prices Public Offering of 7.875 percent Notes due 2030 - Yahoo Finance |
- Analyzing Gladstone Investment's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Gladstone Investment's stock is overvalued or undervalued compared to its peers.
- Examining Gladstone Investment's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Gladstone Investment's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Gladstone Investment's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Gladstone Investment's stock. These opinions can provide insight into Gladstone Investment's potential for growth and whether the stock is currently undervalued or overvalued.
Additional Tools for Gladstone Stock Analysis
When running Gladstone Investment's price analysis, check to measure Gladstone Investment's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Gladstone Investment is operating at the current time. Most of Gladstone Investment's value examination focuses on studying past and present price action to predict the probability of Gladstone Investment's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Gladstone Investment's price. Additionally, you may evaluate how the addition of Gladstone Investment to your portfolios can decrease your overall portfolio volatility.