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:
0.46
^GSPC:
1.62
CSWC:
0.69
^GSPC:
2.20
CSWC:
1.10
^GSPC:
1.30
CSWC:
0.47
^GSPC:
2.46
CSWC:
1.06
^GSPC:
10.01
CSWC:
8.26%
^GSPC:
2.08%
CSWC:
18.79%
^GSPC:
12.88%
CSWC:
-69.30%
^GSPC:
-56.78%
CSWC:
-9.32%
^GSPC:
-2.13%
Returns By Period
In the year-to-date period, CSWC achieves a 6.60% return, which is significantly higher than ^GSPC's 2.24% return. Over the past 10 years, CSWC has outperformed ^GSPC with an annualized return of 11.86%, while ^GSPC has yielded a comparatively lower 11.04% annualized return.
CSWC
6.60%
3.65%
-0.70%
9.48%
15.11%
11.86%
^GSPC
2.24%
-1.20%
6.72%
18.21%
12.53%
11.04%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
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 -69.30%, 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
Capital Southwest Corporation (CSWC) has a higher volatility of 4.72% compared to S&P 500 (^GSPC) at 3.43%. 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.