CG vs. FAST
CG (The Carlyle Group Inc.) and FAST (Fastenal Company) are both stocks. CG operates in Asset Management (Financial Services), while FAST operates in Industrial Distribution (Industrials). Over the past 10 years, CG returned 16.61%/yr vs 18.53%/yr for FAST. At a 0.37 correlation, their price movements are largely independent.
Performance
CG vs. FAST - Performance Comparison
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Returns By Period
In the year-to-date period, CG achieves a -21.53% return, which is significantly lower than FAST's 17.31% return. Over the past 10 years, CG has underperformed FAST with an annualized return of 16.61%, while FAST has yielded a comparatively higher 18.53% annualized return.
CG
- 1D
- 2.69%
- 1M
- -6.25%
- YTD
- -21.53%
- 6M
- -20.51%
- 1Y
- -1.61%
- 3Y*
- 18.18%
- 5Y*
- 3.96%
- 10Y*
- 16.61%
FAST
- 1D
- 0.39%
- 1M
- 6.40%
- YTD
- 17.31%
- 6M
- 12.06%
- 1Y
- 10.93%
- 3Y*
- 21.28%
- 5Y*
- 14.88%
- 10Y*
- 18.53%
CG vs. FAST - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CG The Carlyle Group Inc. | -21.53% | 20.20% | 28.05% | 42.55% | -43.78% | 78.46% | 1.62% | 116.75% | -27.28% | 59.83% |
FAST Fastenal Company | 17.31% | 13.98% | 13.53% | 41.31% | -24.34% | 34.06% | 36.60% | 45.08% | -1.61% | 19.66% |
Correlation
The correlation between CG and FAST is 0.31, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.31 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.35 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.43 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.39 |
Correlation (All Time) Calculated using the full available price history since May 3, 2012 | 0.37 |
The correlation between CG and FAST shifts across timeframes, from 0.31 (1 year) to 0.43 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
CG:
$16.43B
FAST:
$53.60B
CG:
$1.48
FAST:
$1.13
CG:
30.90
FAST:
41.23
CG:
0.19
FAST:
4.84
CG:
4.23
FAST:
6.35
CG:
2.23
FAST:
13.43
CG:
$3.99B
FAST:
$8.44B
CG:
$2.92B
FAST:
$3.79B
CG:
$1.01B
FAST:
$1.80B
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Return for Risk
CG vs. FAST — Risk / Return Rank
CG
FAST
CG vs. FAST - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for The Carlyle Group Inc. (CG) and Fastenal Company (FAST). 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.
| CG | FAST | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.49 | ||
| Sortino ratioReturn per unit of downside risk | -0.58 | ||
| Omega ratioGain probability vs. loss probability | 1.02 | 1.10 | -0.07 |
| Calmar ratioReturn relative to maximum drawdown | -0.04 | 0.50 | -0.54 |
| Martin ratioReturn relative to average drawdown | -0.08 | 1.00 | -1.08 |
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Drawdowns
CG vs. FAST - Drawdown Comparison
The maximum CG drawdown since its inception was -62.69%, roughly equal to the maximum FAST drawdown of -63.43%. Use the drawdown chart below to compare losses from any high point for CG and FAST.
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Drawdown Indicators
| CG | FAST | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.69% | -63.43% | +0.74% |
Max Drawdown (1Y)Largest decline over 1 year | -37.83% | -21.90% | -15.93% |
Max Drawdown (3Y)Largest decline over 3 years | -38.53% | -21.90% | -16.63% |
Max Drawdown (5Y)Largest decline over 5 years | -56.75% | -30.71% | -26.04% |
Max Drawdown (10Y)Largest decline over 10 years | -56.75% | -30.71% | -26.04% |
Current DrawdownCurrent decline from peak | -32.67% | -6.09% | -26.58% |
Average DrawdownAverage peak-to-trough decline | -21.75% | -12.16% | -9.59% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 19.76% | 10.97% | +8.79% |
Volatility
CG vs. FAST - Volatility Comparison
The Carlyle Group Inc. (CG) has a higher volatility of 10.06% compared to Fastenal Company (FAST) at 6.20%. This indicates that CG's price experiences larger fluctuations and is considered to be riskier than FAST based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CG | FAST | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.06% | 6.20% | +3.86% |
Volatility (6M)Calculated over the trailing 6-month period | 27.69% | 19.27% | +8.42% |
Volatility (1Y)Calculated over the trailing 1-year period | 36.18% | 24.90% | +11.28% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 39.78% | 24.31% | +15.47% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 37.38% | 26.77% | +10.61% |
Dividends
CG vs. FAST - Dividend Comparison
CG's dividend yield for the trailing twelve months is around 3.06%, more than FAST's 1.98% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CG The Carlyle Group Inc. | 3.06% | 2.37% | 2.77% | 3.38% | 4.11% | 1.82% | 3.18% | 4.24% | 7.87% | 5.41% | 11.02% | 21.70% |
FAST Fastenal Company | 1.98% | 2.18% | 2.17% | 2.75% | 2.62% | 1.75% | 2.87% | 2.35% | 2.95% | 2.34% | 2.55% | 2.74% |
Financials
CG vs. FAST - Financials Comparison
This section allows you to compare key financial metrics between The Carlyle Group Inc. and Fastenal Company. 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
CG and FAST have a correlation of 0.31, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CG has higher volatility (10.06%) compared to FAST (6.20%). In terms of maximum drawdown, CG dropped -62.69% vs FAST's -63.43%.
FAST currently has the higher Sharpe Ratio (0.44 vs -0.04), 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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