CSWC vs. ^GSPC
Compare and contrast key facts about Capital Southwest Corporation (CSWC) and S&P 500 (^GSPC).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CSWC or ^GSPC.
Correlation
The correlation between CSWC and ^GSPC is 0.29, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
CSWC vs. ^GSPC - Performance Comparison
Key characteristics
CSWC:
-0.04
^GSPC:
2.06
CSWC:
0.07
^GSPC:
2.74
CSWC:
1.01
^GSPC:
1.38
CSWC:
-0.04
^GSPC:
3.13
CSWC:
-0.10
^GSPC:
12.83
CSWC:
7.95%
^GSPC:
2.07%
CSWC:
19.38%
^GSPC:
12.85%
CSWC:
-69.40%
^GSPC:
-56.78%
CSWC:
-11.62%
^GSPC:
-0.67%
Returns By Period
In the year-to-date period, CSWC achieves a 3.90% return, which is significantly higher than ^GSPC's 2.85% return. Over the past 10 years, CSWC has outperformed ^GSPC with an annualized return of 13.12%, while ^GSPC has yielded a comparatively lower 11.45% annualized return.
CSWC
3.90%
7.70%
-7.59%
-0.51%
13.46%
13.12%
^GSPC
2.85%
2.00%
8.88%
24.72%
12.77%
11.45%
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Risk-Adjusted Performance
CSWC vs. ^GSPC — Risk-Adjusted Performance Rank
CSWC
^GSPC
CSWC vs. ^GSPC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Capital Southwest Corporation (CSWC) and S&P 500 (^GSPC). 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.
Drawdowns
CSWC vs. ^GSPC - Drawdown Comparison
The maximum CSWC drawdown since its inception was -69.40%, which is greater than ^GSPC's maximum drawdown of -56.78%. Use the drawdown chart below to compare losses from any high point for CSWC and ^GSPC. For additional features, visit the drawdowns tool.
Volatility
CSWC vs. ^GSPC - Volatility Comparison
The current volatility for Capital Southwest Corporation (CSWC) is 4.03%, while S&P 500 (^GSPC) has a volatility of 5.14%. This indicates that CSWC experiences smaller price fluctuations and is considered to be less risky than ^GSPC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.