CSWC vs. ASST
CSWC (Capital Southwest Corporation) and ASST (Asset Entities Inc. Class B Common Stock) are both stocks. CSWC operates in Asset Management (Financial Services), while ASST operates in Internet Content & Information (Communication Services). Over the past 3 years, CSWC returned 18.48%/yr vs -59.43%/yr for ASST. At a 0.12 correlation, their price movements are largely independent.
Performance
CSWC vs. ASST - Performance Comparison
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Returns By Period
In the year-to-date period, CSWC achieves a 12.25% return, which is significantly higher than ASST's -21.27% return.
CSWC
- 1D
- 1.60%
- 1M
- 2.39%
- YTD
- 12.25%
- 6M
- 13.58%
- 1Y
- 20.53%
- 3Y*
- 18.48%
- 5Y*
- 12.18%
- 10Y*
- 17.25%
ASST
- 1D
- 2.47%
- 1M
- -34.24%
- YTD
- -21.27%
- 6M
- -24.88%
- 1Y
- -85.14%
- 3Y*
- -59.43%
- 5Y*
- —
- 10Y*
- —
CSWC vs. ASST - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
CSWC Capital Southwest Corporation | 12.25% | 14.28% | 2.14% | 35.49% |
ASST Asset Entities Inc. Class B Common Stock | -21.27% | 50.46% | -84.65% | -89.13% |
Correlation
The correlation between CSWC and ASST is 0.34, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.34 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.12 |
Correlation (All Time) Calculated using the full available price history since Feb 3, 2023 | 0.12 |
Over the past year, CSWC and ASST have become more correlated (0.34) than their long-term average of 0.12, meaning their price movements have been converging.
Fundamentals
CSWC:
$1.47B
ASST:
$716.14M
CSWC:
$1.75
ASST:
-$19.16
CSWC:
6.85
ASST:
72.97
CSWC:
$222.04M
ASST:
$5.73M
CSWC:
$172.70M
ASST:
-$7.43M
CSWC:
$142.78M
ASST:
-$304.63M
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Return for Risk
CSWC vs. ASST — Risk / Return Rank
CSWC
ASST
CSWC vs. ASST - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Capital Southwest Corporation (CSWC) and Asset Entities Inc. Class B Common Stock (ASST). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| CSWC | ASST | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.62 | ||
| Sortino ratioReturn per unit of downside risk | +2.31 | ||
| Omega ratioGain probability vs. loss probability | 1.20 | 0.93 | +0.27 |
| Calmar ratioReturn relative to maximum drawdown | 1.31 | -0.89 | +2.20 |
| Martin ratioReturn relative to average drawdown | 4.18 | -1.06 | +5.24 |
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Drawdowns
CSWC vs. ASST - Drawdown Comparison
The maximum CSWC drawdown since its inception was -68.33%, smaller than the maximum ASST drawdown of -98.78%. Use the drawdown chart below to compare losses from any high point for CSWC and ASST.
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Drawdown Indicators
| CSWC | ASST | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -68.33% | -98.78% | +30.45% |
Max Drawdown (1Y)Largest decline over 1 year | -15.75% | -95.98% | +80.23% |
Max Drawdown (3Y)Largest decline over 3 years | -27.74% | -97.25% | +69.51% |
Max Drawdown (5Y)Largest decline over 5 years | -33.66% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -61.15% | — | — |
Current DrawdownCurrent decline from peak | -1.36% | -98.02% | +96.66% |
Average DrawdownAverage peak-to-trough decline | -18.33% | -90.48% | +72.15% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.92% | 80.34% | -75.42% |
Volatility
CSWC vs. ASST - Volatility Comparison
The current volatility for Capital Southwest Corporation (CSWC) is 5.07%, while Asset Entities Inc. Class B Common Stock (ASST) has a volatility of 25.82%. This indicates that CSWC experiences smaller price fluctuations and is considered to be less risky than ASST based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CSWC | ASST | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.07% | 25.82% | -20.75% |
Volatility (6M)Calculated over the trailing 6-month period | 14.21% | 81.19% | -66.98% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.93% | 162.89% | -143.96% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.51% | 320.82% | -298.31% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.42% | 320.82% | -293.40% |
Dividends
CSWC vs. ASST - Dividend Comparison
CSWC's dividend yield for the trailing twelve months is around 10.89%, while ASST has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ASST Asset Entities Inc. Class B Common Stock | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
CSWC Capital Southwest Corporation | 10.89% | 11.56% | 11.59% | 10.21% | 12.46% | 10.13% | 11.49% | 13.07% | 10.77% | 7.01% | 2.35% | 216.86% |
Financials
CSWC vs. ASST - Financials Comparison
This section allows you to compare key financial metrics between Capital Southwest Corporation and Asset Entities Inc. Class B Common Stock. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
Frequently Asked Questions
CSWC and ASST have a correlation of 0.34, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
ASST has higher volatility (25.82%) compared to CSWC (5.07%). In terms of maximum drawdown, CSWC dropped -68.33% vs ASST's -98.78%.
CSWC currently has the higher Sharpe Ratio (1.09 vs -0.52), 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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