CSWC vs. EXV1.DE
CSWC (Capital Southwest Corporation) is a stock, while EXV1.DE (iShares STOXX Europe 600 Banks UCITS ETF (DE)) is Financials Equities fund tracking the STOXX® Europe 600 Banks. Over the past 10 years, CSWC returned 17.25%/yr vs 17.00%/yr for EXV1.DE. At a 0.26 correlation, their price movements are largely independent.
Performance
CSWC vs. EXV1.DE - Performance Comparison
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Different Trading Currencies
CSWC is traded in USD, while EXV1.DE is traded in EUR. To make them comparable, the EXV1.DE values have been converted to USD using the latest available exchange rates.
Returns By Period
In the year-to-date period, CSWC achieves a 12.25% return, which is significantly higher than EXV1.DE's 11.15% return. Both investments have delivered pretty close results over the past 10 years, with CSWC having a 17.25% annualized return and EXV1.DE not far behind at 17.00%.
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%
EXV1.DE
- 1D
- 0.13%
- 1M
- 3.27%
- YTD
- 11.15%
- 6M
- 12.06%
- 1Y
- 45.77%
- 3Y*
- 45.71%
- 5Y*
- 29.85%
- 10Y*
- 17.00%
CSWC vs. EXV1.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CSWC Capital Southwest Corporation | 12.25% | 14.28% | 2.14% | 56.10% | -24.63% | 57.40% | -1.56% | 22.80% | 29.52% | 9.99% |
EXV1.DE iShares STOXX Europe 600 Banks UCITS ETF (DE) | 11.15% | 99.82% | 25.39% | 30.30% | -3.93% | 27.32% | -17.18% | 12.73% | -29.33% | 27.43% |
Correlation
The correlation between CSWC and EXV1.DE is 0.23, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.23 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.22 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.29 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.25 |
Correlation (All Time) Calculated using the full available price history since Jun 21, 2007 | 0.26 |
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Return for Risk
CSWC vs. EXV1.DE — Risk / Return Rank
CSWC
EXV1.DE
CSWC vs. EXV1.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Capital Southwest Corporation (CSWC) and iShares STOXX Europe 600 Banks UCITS ETF (DE) (EXV1.DE). 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 | EXV1.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.84 | ||
| Sortino ratioReturn per unit of downside risk | -1.00 | ||
| Omega ratioGain probability vs. loss probability | 1.20 | 1.33 | -0.13 |
| Calmar ratioReturn relative to maximum drawdown | 1.31 | 2.56 | -1.25 |
| Martin ratioReturn relative to average drawdown | 4.18 | 8.46 | -4.28 |
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Drawdowns
CSWC vs. EXV1.DE - Drawdown Comparison
The maximum CSWC drawdown since its inception was -68.33%, smaller than the maximum EXV1.DE drawdown of -83.96%. Use the drawdown chart below to compare losses from any high point for CSWC and EXV1.DE.
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Drawdown Indicators
| CSWC | EXV1.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -68.33% | -83.96% | +15.63% |
Max Drawdown (1Y)Largest decline over 1 year | -15.75% | -17.78% | +2.03% |
Max Drawdown (3Y)Largest decline over 3 years | -27.74% | -19.60% | -8.14% |
Max Drawdown (5Y)Largest decline over 5 years | -33.66% | -37.51% | +3.85% |
Max Drawdown (10Y)Largest decline over 10 years | -61.15% | -61.46% | +0.31% |
Current DrawdownCurrent decline from peak | -1.36% | -2.54% | +1.18% |
Average DrawdownAverage peak-to-trough decline | -18.33% | -58.33% | +40.00% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.92% | 5.39% | -0.47% |
Volatility
CSWC vs. EXV1.DE - Volatility Comparison
The current volatility for Capital Southwest Corporation (CSWC) is 5.07%, while iShares STOXX Europe 600 Banks UCITS ETF (DE) (EXV1.DE) has a volatility of 6.51%. This indicates that CSWC experiences smaller price fluctuations and is considered to be less risky than EXV1.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CSWC | EXV1.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.07% | 6.51% | -1.44% |
Volatility (6M)Calculated over the trailing 6-month period | 14.21% | 20.07% | -5.86% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.93% | 23.66% | -4.73% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.51% | 25.58% | -3.07% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.42% | 26.07% | +1.35% |
Dividends
CSWC vs. EXV1.DE - Dividend Comparison
CSWC's dividend yield for the trailing twelve months is around 10.89%, more than EXV1.DE's 3.37% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
EXV1.DE iShares STOXX Europe 600 Banks UCITS ETF (DE) | 3.37% | 3.63% | 5.51% | 4.53% | 6.37% | 1.06% | 1.52% | 4.31% | 4.03% | 6.01% | 3.49% | 3.41% |
Frequently Asked Questions
CSWC and EXV1.DE have a correlation of 0.23, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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