CSV vs. SGOV
CSV (Carriage Services, Inc.) is a stock, while SGOV (iShares 0-3 Month Treasury Bond ETF) is Ultrashort Bond fund tracking the ICE 0-3 Month US Treasury Securities Index. Over the past 5 years, CSV returned 1.05%/yr vs 3.54%/yr for SGOV. At a correlation of -0.04, they often move in opposite directions.
Performance
CSV vs. SGOV - Performance Comparison
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Returns By Period
In the year-to-date period, CSV achieves a -10.79% return, which is significantly lower than SGOV's 1.52% return.
CSV
- 1D
- 0.62%
- 1M
- -20.91%
- YTD
- -10.79%
- 6M
- -9.83%
- 1Y
- -15.10%
- 3Y*
- 14.36%
- 5Y*
- 1.05%
- 10Y*
- 6.15%
SGOV
- 1D
- 0.01%
- 1M
- 0.29%
- YTD
- 1.52%
- 6M
- 1.79%
- 1Y
- 3.95%
- 3Y*
- 4.72%
- 5Y*
- 3.54%
- 10Y*
- —
CSV vs. SGOV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
CSV Carriage Services, Inc. | -10.79% | 7.27% | 61.83% | -7.71% | -56.70% | 107.92% | 70.38% |
SGOV iShares 0-3 Month Treasury Bond ETF | 1.52% | 4.24% | 5.27% | 5.12% | 1.58% | 0.04% | 0.05% |
Correlation
The correlation between CSV and SGOV is -0.05, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.05 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.02 |
Correlation (5Y) Calculated over the trailing 5-year period | -0.03 |
Correlation (All Time) Calculated using the full available price history since May 29, 2020 | -0.04 |
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Return for Risk
CSV vs. SGOV — Risk / Return Rank
CSV
SGOV
CSV vs. SGOV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Carriage Services, Inc. (CSV) and iShares 0-3 Month Treasury Bond ETF (SGOV). 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.
| CSV | SGOV | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -20.88 | ||
| Sortino ratioReturn per unit of downside risk | -276.43 | ||
| Omega ratioGain probability vs. loss probability | 0.92 | 195.55 | -194.63 |
| Calmar ratioReturn relative to maximum drawdown | -0.55 | 398.20 | -398.75 |
| Martin ratioReturn relative to average drawdown | -1.60 | 4,462.00 | -4,463.60 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| CSV | SGOV | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.61 | 20.28 | -20.88 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.03 | 14.74 | -14.71 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.17 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.08 | 12.49 | -12.41 |
Drawdowns
CSV vs. SGOV - Drawdown Comparison
The maximum CSV drawdown since its inception was -95.90%, which is greater than SGOV's maximum drawdown of -0.03%. Use the drawdown chart below to compare losses from any high point for CSV and SGOV.
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Drawdown Indicators
| CSV | SGOV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -95.90% | -0.03% | -95.87% |
Max Drawdown (1Y)Largest decline over 1 year | -27.58% | -0.01% | -27.57% |
Max Drawdown (3Y)Largest decline over 3 years | -40.56% | -0.01% | -40.55% |
Max Drawdown (5Y)Largest decline over 5 years | -68.52% | -0.03% | -68.49% |
Max Drawdown (10Y)Largest decline over 10 years | -68.52% | — | — |
Current DrawdownCurrent decline from peak | -39.49% | 0.00% | -39.49% |
Average DrawdownAverage peak-to-trough decline | -51.42% | -0.00% | -51.42% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.44% | 0.00% | +9.44% |
Volatility
CSV vs. SGOV - Volatility Comparison
Carriage Services, Inc. (CSV) has a higher volatility of 9.11% compared to iShares 0-3 Month Treasury Bond ETF (SGOV) at 0.05%. This indicates that CSV's price experiences larger fluctuations and is considered to be riskier than SGOV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CSV | SGOV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.11% | 0.05% | +9.06% |
Volatility (6M)Calculated over the trailing 6-month period | 18.47% | 0.13% | +18.34% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.07% | 0.20% | +24.87% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 36.71% | 0.24% | +36.47% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 36.87% | 0.24% | +36.63% |
Dividends
CSV vs. SGOV - Dividend Comparison
CSV's dividend yield for the trailing twelve months is around 1.20%, less than SGOV's 3.86% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CSV Carriage Services, Inc. | 1.20% | 1.06% | 1.13% | 1.80% | 1.63% | 0.64% | 1.08% | 1.17% | 1.94% | 0.88% | 0.52% | 0.41% |
SGOV iShares 0-3 Month Treasury Bond ETF | 3.86% | 4.10% | 5.10% | 4.87% | 1.45% | 0.03% | 0.05% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
CSV and SGOV have a correlation of -0.05, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CSV has higher volatility (9.11%) compared to SGOV (0.05%). In terms of maximum drawdown, CSV dropped -95.90% vs SGOV's -0.03%.
SGOV currently has the higher Sharpe Ratio (20.28 vs -0.61), 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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