CRF vs. CSWC

In the year-to-date period, CRF achieves a -5.96% return, which is significantly lower than CSWC's -2.50% return. Over the past 10 years, CRF has underperformed CSWC with an annualized return of 9.34%, while CSWC has yielded a comparatively higher 10.60% annualized return.

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This table presents a comparison of risk-adjusted performance metrics for Cornerstone Total Return Fund, Inc. (CRF) 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.

The current CRF Sharpe Ratio is 0.63, which is higher than the CSWC Sharpe Ratio of -0.41. The chart below compares the historical Sharpe Ratios of CRF and CSWC, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

CRF's dividend yield for the trailing twelve months is around 17.24%, more than CSWC's 12.30% yield.

The maximum CRF drawdown since its inception was -78.24%, which is greater than CSWC's maximum drawdown of -69.30%. Use the drawdown chart below to compare losses from any high point for CRF and CSWC.

Cornerstone Total Return Fund, Inc. (CRF) and Capital Southwest Corporation (CSWC) have volatilities of 7.15% and 7.20%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.