CSWC vs. BIP-UN.TO
CSWC (Capital Southwest Corporation) and BIP-UN.TO (Brookfield Infrastructure Partners L.P) are both stocks. CSWC operates in Asset Management (Financial Services), while BIP-UN.TO operates in Utilities - Diversified (Utilities). Over the past 10 years, CSWC returned 17.21%/yr vs 28.77%/yr for BIP-UN.TO. At a 0.15 correlation, their price movements are largely independent.
Performance
CSWC vs. BIP-UN.TO - Performance Comparison
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Different Trading Currencies
CSWC is traded in USD, while BIP-UN.TO is traded in CAD. To make them comparable, the BIP-UN.TO values have been converted to USD using the latest available exchange rates.
Returns By Period
In the year-to-date period, CSWC achieves a 9.91% return, which is significantly lower than BIP-UN.TO's 13.82% return. Over the past 10 years, CSWC has underperformed BIP-UN.TO with an annualized return of 17.21%, while BIP-UN.TO has yielded a comparatively higher 28.77% annualized return.
CSWC
- 1D
- 0.30%
- 1M
- -1.72%
- YTD
- 9.91%
- 6M
- 11.47%
- 1Y
- 26.31%
- 3Y*
- 18.55%
- 5Y*
- 8.30%
- 10Y*
- 17.21%
BIP-UN.TO
- 1D
- -0.39%
- 1M
- 6.39%
- YTD
- 13.82%
- 6M
- 12.37%
- 1Y
- 20.99%
- 3Y*
- 7.00%
- 5Y*
- 14.92%
- 10Y*
- 28.77%
CSWC vs. BIP-UN.TO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CSWC Capital Southwest Corporation | 9.91% | 14.28% | 2.14% | 56.10% | -24.63% | 57.40% | -1.56% | 22.80% | 29.52% | 9.99% |
BIP-UN.TO Brookfield Infrastructure Partners L.P | 13.82% | 15.30% | 6.27% | 7.08% | 20.25% | 27.91% | 17.32% | 52.53% | -17.94% | 42.93% |
Correlation
The correlation between CSWC and BIP-UN.TO is 0.22, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.22 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.27 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.25 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.19 |
Correlation (All Time) Calculated using the full available price history since Sep 11, 2009 | 0.15 |
The correlation between CSWC and BIP-UN.TO shifts across timeframes, from 0.15 (all time) to 0.27 (3 years), reflecting how their relationship changes across market environments.
Fundamentals
CSWC:
$1.45B
BIP-UN.TO:
CA$24.85B
CSWC:
$1.76
BIP-UN.TO:
CA$0.91
CSWC:
13.23
BIP-UN.TO:
59.66
CSWC:
1.00
BIP-UN.TO:
0.31
CSWC:
6.73
BIP-UN.TO:
1.04
CSWC:
1.44
BIP-UN.TO:
5.38
CSWC:
$222.04M
BIP-UN.TO:
CA$24.01B
CSWC:
$172.70M
BIP-UN.TO:
CA$6.49B
CSWC:
$142.78M
BIP-UN.TO:
CA$11.14B
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Return for Risk
CSWC vs. BIP-UN.TO — Risk / Return Rank
CSWC
BIP-UN.TO
CSWC vs. BIP-UN.TO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Capital Southwest Corporation (CSWC) and Brookfield Infrastructure Partners L.P (BIP-UN.TO). 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.
| CSWC | BIP-UN.TO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.24 | ||
| Sortino ratioReturn per unit of downside risk | +0.35 | ||
| Omega ratioGain probability vs. loss probability | 1.25 | 1.20 | +0.04 |
| Calmar ratioReturn relative to maximum drawdown | 1.68 | 1.75 | -0.07 |
| Martin ratioReturn relative to average drawdown | 5.41 | 3.79 | +1.62 |
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
| CSWC | BIP-UN.TO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.39 | 1.15 | +0.24 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.37 | 0.45 | -0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.63 | 0.74 | -0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.39 | 0.90 | -0.52 |
Drawdowns
CSWC vs. BIP-UN.TO - Drawdown Comparison
The maximum CSWC drawdown since its inception was -68.33%, which is greater than BIP-UN.TO's maximum drawdown of -51.41%. Use the drawdown chart below to compare losses from any high point for CSWC and BIP-UN.TO.
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Drawdown Indicators
| CSWC | BIP-UN.TO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -68.33% | -51.41% | -16.92% |
Max Drawdown (1Y)Largest decline over 1 year | -15.75% | -12.06% | -3.69% |
Max Drawdown (3Y)Largest decline over 3 years | -27.74% | -41.17% | +13.43% |
Max Drawdown (5Y)Largest decline over 5 years | -33.66% | -47.89% | +14.23% |
Max Drawdown (10Y)Largest decline over 10 years | -61.15% | -51.41% | -9.74% |
Current DrawdownCurrent decline from peak | -3.42% | -1.52% | -1.90% |
Average DrawdownAverage peak-to-trough decline | -18.36% | -7.80% | -10.56% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.88% | 5.55% | -0.67% |
Volatility
CSWC vs. BIP-UN.TO - Volatility Comparison
Capital Southwest Corporation (CSWC) has a higher volatility of 5.56% compared to Brookfield Infrastructure Partners L.P (BIP-UN.TO) at 4.78%. This indicates that CSWC's price experiences larger fluctuations and is considered to be riskier than BIP-UN.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CSWC | BIP-UN.TO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.56% | 4.78% | +0.78% |
Volatility (6M)Calculated over the trailing 6-month period | 13.93% | 14.26% | -0.33% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.02% | 18.41% | +0.61% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.66% | 33.34% | -10.68% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.41% | 38.92% | -11.51% |
Dividends
CSWC vs. BIP-UN.TO - Dividend Comparison
CSWC's dividend yield for the trailing twelve months is around 12.66%, more than BIP-UN.TO's 4.51% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BIP-UN.TO Brookfield Infrastructure Partners L.P | 4.51% | 5.04% | 4.85% | 5.00% | 4.23% | 3.97% | 5.61% | 5.62% | 6.65% | 5.64% | 5.16% | 10.13% |
CSWC Capital Southwest Corporation | 12.66% | 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. BIP-UN.TO - Financials Comparison
This section allows you to compare key financial metrics between Capital Southwest Corporation and Brookfield Infrastructure Partners L.P. 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
CSWC vs. BIP-UN.TO - Profitability Comparison
CSWC - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Capital Southwest Corporation reported a gross profit of 54.00M and revenue of 54.00M. Therefore, the gross margin over that period was 100.0%.
BIP-UN.TO - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Brookfield Infrastructure Partners L.P reported a gross profit of 1.70B and revenue of 6.30B. Therefore, the gross margin over that period was 26.9%.
CSWC - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Capital Southwest Corporation reported an operating income of 44.66M and revenue of 54.00M, resulting in an operating margin of 82.7%.
BIP-UN.TO - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Brookfield Infrastructure Partners L.P reported an operating income of 1.59B and revenue of 6.30B, resulting in an operating margin of 25.2%.
CSWC - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Capital Southwest Corporation reported a net income of 27.48M and revenue of 54.00M, resulting in a net margin of 50.9%.
BIP-UN.TO - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Brookfield Infrastructure Partners L.P reported a net income of -86.00M and revenue of 6.30B, resulting in a net margin of -1.4%.
Frequently Asked Questions
CSWC and BIP-UN.TO have a correlation of 0.22, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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