CSWC vs. LBS.TO
CSWC (Capital Southwest Corporation) and LBS.TO (Life & Banc Split Corp.) are both stocks. Both operate in the Asset Management industry within the Financial Services sector. Over the past 10 years, CSWC returned 17.25%/yr vs 29.40%/yr for LBS.TO. At a 0.25 correlation, their price movements are largely independent.
Performance
CSWC vs. LBS.TO - Performance Comparison
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Different Trading Currencies
CSWC is traded in USD, while LBS.TO is traded in CAD. To make them comparable, the LBS.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 12.25% return, which is significantly lower than LBS.TO's 85.70% return. Over the past 10 years, CSWC has underperformed LBS.TO with an annualized return of 17.25%, while LBS.TO has yielded a comparatively higher 29.40% annualized 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%
LBS.TO
- 1D
- -0.38%
- 1M
- 28.37%
- YTD
- 85.70%
- 6M
- 83.38%
- 1Y
- 152.33%
- 3Y*
- 57.25%
- 5Y*
- 35.59%
- 10Y*
- 29.40%
CSWC vs. LBS.TO - 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% |
LBS.TO Life & Banc Split Corp. | 85.70% | 62.84% | 27.75% | 13.10% | -5.05% | 65.88% | -0.81% | 51.20% | -26.34% | 28.48% |
Correlation
The correlation between CSWC and LBS.TO is 0.26, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.26 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.28 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.33 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.27 |
Correlation (All Time) Calculated using the full available price history since Oct 17, 2006 | 0.25 |
Fundamentals
CSWC:
$1.47B
LBS.TO:
CA$682.46M
CSWC:
$1.75
LBS.TO:
CA$8.45
CSWC:
13.47
LBS.TO:
1.57
CSWC:
1.02
LBS.TO:
0.04
CSWC:
6.85
LBS.TO:
4.03
CSWC:
1.45
LBS.TO:
1.01
CSWC:
$222.04M
LBS.TO:
CA$169.21M
CSWC:
$172.70M
LBS.TO:
CA$160.11M
CSWC:
$142.78M
LBS.TO:
CA$425.46M
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Return for Risk
CSWC vs. LBS.TO — Risk / Return Rank
CSWC
LBS.TO
CSWC vs. LBS.TO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Capital Southwest Corporation (CSWC) and Life & Banc Split Corp. (LBS.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.
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 | LBS.TO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.27 | ||
| Sortino ratioReturn per unit of downside risk | -2.23 | ||
| Omega ratioGain probability vs. loss probability | 1.20 | 1.81 | -0.62 |
| Calmar ratioReturn relative to maximum drawdown | 1.31 | 5.95 | -4.64 |
| Martin ratioReturn relative to average drawdown | 4.18 | 25.52 | -21.34 |
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Drawdowns
CSWC vs. LBS.TO - Drawdown Comparison
The maximum CSWC drawdown since its inception was -68.33%, smaller than the maximum LBS.TO drawdown of -87.59%. Use the drawdown chart below to compare losses from any high point for CSWC and LBS.TO.
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Drawdown Indicators
| CSWC | LBS.TO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -68.33% | -87.59% | +19.26% |
Max Drawdown (1Y)Largest decline over 1 year | -15.75% | -25.75% | +10.00% |
Max Drawdown (3Y)Largest decline over 3 years | -27.74% | -37.03% | +9.29% |
Max Drawdown (5Y)Largest decline over 5 years | -33.66% | -40.98% | +7.32% |
Max Drawdown (10Y)Largest decline over 10 years | -61.15% | -64.50% | +3.35% |
Current DrawdownCurrent decline from peak | -1.36% | -1.03% | -0.33% |
Average DrawdownAverage peak-to-trough decline | -18.33% | -15.12% | -3.21% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.92% | 5.99% | -1.07% |
Volatility
CSWC vs. LBS.TO - Volatility Comparison
The current volatility for Capital Southwest Corporation (CSWC) is 5.07%, while Life & Banc Split Corp. (LBS.TO) has a volatility of 12.70%. This indicates that CSWC experiences smaller price fluctuations and is considered to be less risky than LBS.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 | LBS.TO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.07% | 12.70% | -7.63% |
Volatility (6M)Calculated over the trailing 6-month period | 14.21% | 42.57% | -28.36% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.93% | 45.63% | -26.70% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.51% | 31.69% | -9.18% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.42% | 39.99% | -12.57% |
Dividends
CSWC vs. LBS.TO - Dividend Comparison
CSWC's dividend yield for the trailing twelve months is around 10.89%, more than LBS.TO's 7.21% 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% |
LBS.TO Life & Banc Split Corp. | 7.21% | 12.92% | 17.12% | 19.61% | 17.88% | 15.33% | 7.16% | 19.39% | 23.12% | 15.52% | 15.92% | 19.20% |
Financials
CSWC vs. LBS.TO - Financials Comparison
This section allows you to compare key financial metrics between Capital Southwest Corporation and Life & Banc Split Corp.. 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 LBS.TO have a correlation of 0.26, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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