AD.AS vs. CSWC
AD.AS (Koninklijke Ahold Delhaize N.V.) and CSWC (Capital Southwest Corporation) are both stocks. AD.AS operates in Grocery Stores (Consumer Defensive), while CSWC operates in Asset Management (Financial Services). Over the past 10 years, AD.AS returned 8.51%/yr vs 16.91%/yr for CSWC. At a 0.09 correlation, their price movements are largely independent.
Performance
AD.AS vs. CSWC - Performance Comparison
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Different Trading Currencies
AD.AS is traded in EUR, while CSWC is traded in USD. To make them comparable, the CSWC values have been converted to EUR using the latest available exchange rates.
Returns By Period
In the year-to-date period, AD.AS achieves a 5.00% return, which is significantly lower than CSWC's 18.13% return. Over the past 10 years, AD.AS has underperformed CSWC with an annualized return of 8.51%, while CSWC has yielded a comparatively higher 16.91% annualized return.
AD.AS
- 1D
- -0.88%
- 1M
- 3.96%
- 6M
- 10.11%
- YTD
- 5.00%
- 1Y
- 5.25%
- 3Y*
- 8.30%
- 5Y*
- 10.93%
- 10Y*
- 8.51%
- ALL TIME*
- 7.06%
CSWC
- 1D
- -1.61%
- 1M
- 5.11%
- 6M
- 8.21%
- YTD
- 18.13%
- 1Y
- 17.02%
- 3Y*
- 15.95%
- 5Y*
- 11.35%
- 10Y*
- 16.91%
- ALL TIME*
- 13.27%
AD.AS vs. CSWC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AD.AS Koninklijke Ahold Delhaize N.V. | 5.00% | 14.66% | 25.90% | 0.34% | -7.77% | 34.79% | 7.86% | 2.45% | 24.43% | -5.72% |
CSWC Capital Southwest Corporation | 18.13% | 0.72% | 8.88% | 51.42% | -19.96% | 69.17% | -9.67% | 25.57% | 35.60% | -3.52% |
Correlation
The correlation between AD.AS and CSWC is -0.11, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.11 |
Correlation (3Y) Calculated over the trailing 3-year period | -0.01 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.04 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.04 |
Correlation (All Time) Calculated using the full available price history since Oct 19, 2007 | 0.09 |
The correlation between AD.AS and CSWC shifts across timeframes, from -0.11 (1 year) to 0.09 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
AD.AS vs. CSWC — Risk / Return Rank
AD.AS
CSWC
AD.AS vs. CSWC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Koninklijke Ahold Delhaize N.V. (AD.AS) and Capital Southwest Corporation (CSWC). 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.
| AD.AS | CSWC | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.63 | ||
| Sortino ratioReturn per unit of downside risk | -0.76 | ||
| Omega ratioGain probability vs. loss probability | 1.07 | 1.17 | -0.10 |
| Calmar ratioReturn relative to maximum drawdown | 0.29 | 1.15 | -0.86 |
| Martin ratioReturn relative to average drawdown | 0.67 | 3.69 | -3.02 |
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Drawdowns
AD.AS vs. CSWC - Drawdown Comparison
The maximum AD.AS drawdown since its inception was -56.79%, smaller than the maximum CSWC drawdown of -60.58%. Use the drawdown chart below to compare losses from any high point for AD.AS and CSWC.
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Drawdown Indicators
| AD.AS | CSWC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.79% | -60.58% | +3.79% |
Max Drawdown (1Y)Largest decline over 1 year | -18.04% | -14.91% | -3.13% |
Max Drawdown (3Y)Largest decline over 3 years | -18.66% | -28.32% | +9.66% |
Max Drawdown (5Y)Largest decline over 5 years | -20.68% | -28.32% | +7.64% |
Max Drawdown (10Y)Largest decline over 10 years | -30.94% | -60.58% | +29.64% |
Current DrawdownCurrent decline from peak | -13.85% | -1.61% | -12.24% |
Average DrawdownAverage peak-to-trough decline | -16.72% | -14.82% | -1.90% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.74% | 4.62% | +3.12% |
Volatility
AD.AS vs. CSWC - Volatility Comparison
Koninklijke Ahold Delhaize N.V. (AD.AS) has a higher volatility of 5.52% compared to Capital Southwest Corporation (CSWC) at 4.68%. This indicates that AD.AS's price experiences larger fluctuations and is considered to be riskier than CSWC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AD.AS | CSWC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.52% | 4.68% | +0.84% |
Volatility (6M)Calculated over the trailing 6-month period | 17.33% | 13.39% | +3.94% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.78% | 19.19% | +0.59% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.23% | 22.60% | -3.37% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.93% | 27.77% | -7.84% |
Dividends
AD.AS vs. CSWC - Dividend Comparison
AD.AS's dividend yield for the trailing twelve months is around 3.45%, less than CSWC's 10.73% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AD.AS Koninklijke Ahold Delhaize N.V. | 3.45% | 3.38% | 3.52% | 4.15% | 3.65% | 2.75% | 4.15% | 1.35% | 2.85% | 3.11% | 0.00% | 2.32% |
CSWC Capital Southwest Corporation | 10.73% | 11.56% | 11.59% | 10.21% | 12.46% | 10.13% | 11.49% | 13.07% | 10.77% | 7.01% | 2.35% | 216.86% |
Financials
AD.AS vs. CSWC - Financials Comparison
This section allows you to compare key financial metrics between Koninklijke Ahold Delhaize N.V. and Capital Southwest 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
AD.AS and CSWC have a correlation of -0.11, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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