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
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Key characteristics
CSWC:
-0.34
^GSPC:
0.64
CSWC:
-0.53
^GSPC:
1.09
CSWC:
0.92
^GSPC:
1.16
CSWC:
-0.45
^GSPC:
0.72
CSWC:
-1.10
^GSPC:
2.74
CSWC:
11.33%
^GSPC:
4.95%
CSWC:
24.83%
^GSPC:
19.62%
CSWC:
-69.39%
^GSPC:
-56.78%
CSWC:
-14.17%
^GSPC:
-3.02%
Returns By Period
In the year-to-date period, CSWC achieves a 0.90% return, which is significantly lower than ^GSPC's 1.30% return. Both investments have delivered pretty close results over the past 10 years, with CSWC having a 10.72% annualized return and ^GSPC not far ahead at 10.89%.
CSWC
0.90%
8.59%
-1.01%
-9.13%
23.70%
10.72%
^GSPC
1.30%
12.79%
1.49%
12.35%
15.12%
10.89%
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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.
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Drawdowns
CSWC vs. ^GSPC - Drawdown Comparison
The maximum CSWC drawdown since its inception was -69.39%, 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.
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Volatility
CSWC vs. ^GSPC - Volatility Comparison
Capital Southwest Corporation (CSWC) has a higher volatility of 6.60% compared to S&P 500 (^GSPC) at 5.42%. This indicates that CSWC's price experiences larger fluctuations and is considered to be riskier than ^GSPC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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