CSWC vs. LI.PA
CSWC (Capital Southwest Corporation) and LI.PA (Klepierre SA) are both stocks. CSWC operates in Asset Management (Financial Services), while LI.PA operates in REIT - Retail (Real Estate). Over the past 10 years, CSWC returned 17.25%/yr vs 4.75%/yr for LI.PA. At a 0.19 correlation, their price movements are largely independent.
Performance
CSWC vs. LI.PA - Performance Comparison
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Different Trading Currencies
CSWC is traded in USD, while LI.PA is traded in EUR. To make them comparable, the LI.PA 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 LI.PA's 9.92% return. Over the past 10 years, CSWC has outperformed LI.PA with an annualized return of 17.25%, while LI.PA has yielded a comparatively lower 4.75% 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%
LI.PA
- 1D
- 0.06%
- 1M
- 3.71%
- YTD
- 9.92%
- 6M
- 9.67%
- 1Y
- 15.86%
- 3Y*
- 27.74%
- 5Y*
- 17.75%
- 10Y*
- 4.75%
CSWC vs. LI.PA - 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% |
LI.PA Klepierre SA | 9.92% | 45.94% | 13.75% | 28.28% | 4.98% | 5.66% | -37.17% | 27.43% | -25.72% | 17.91% |
Correlation
The correlation between CSWC and LI.PA is 0.04, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.04 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.09 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.19 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.15 |
Correlation (All Time) Calculated using the full available price history since Jun 21, 2007 | 0.19 |
The correlation between CSWC and LI.PA shifts across timeframes, from 0.04 (1 year) to 0.19 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
CSWC vs. LI.PA — Risk / Return Rank
CSWC
LI.PA
CSWC vs. LI.PA - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Capital Southwest Corporation (CSWC) and Klepierre SA (LI.PA). 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 | LI.PA | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.21 | ||
| Sortino ratioReturn per unit of downside risk | +0.28 | ||
| Omega ratioGain probability vs. loss probability | 1.20 | 1.16 | +0.03 |
| Calmar ratioReturn relative to maximum drawdown | 1.31 | 1.23 | +0.08 |
| Martin ratioReturn relative to average drawdown | 4.18 | 2.80 | +1.38 |
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Drawdowns
CSWC vs. LI.PA - Drawdown Comparison
The maximum CSWC drawdown since its inception was -68.33%, smaller than the maximum LI.PA drawdown of -78.58%. Use the drawdown chart below to compare losses from any high point for CSWC and LI.PA.
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Drawdown Indicators
| CSWC | LI.PA | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -68.33% | -78.58% | +10.25% |
Max Drawdown (1Y)Largest decline over 1 year | -15.75% | -12.69% | -3.06% |
Max Drawdown (3Y)Largest decline over 3 years | -27.74% | -15.00% | -12.74% |
Max Drawdown (5Y)Largest decline over 5 years | -33.66% | -39.76% | +6.10% |
Max Drawdown (10Y)Largest decline over 10 years | -61.15% | -70.10% | +8.95% |
Current DrawdownCurrent decline from peak | -1.36% | -0.22% | -1.14% |
Average DrawdownAverage peak-to-trough decline | -18.33% | -23.12% | +4.79% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.92% | 5.63% | -0.71% |
Volatility
CSWC vs. LI.PA - Volatility Comparison
Capital Southwest Corporation (CSWC) and Klepierre SA (LI.PA) have volatilities of 5.07% and 5.13%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CSWC | LI.PA | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.07% | 5.13% | -0.06% |
Volatility (6M)Calculated over the trailing 6-month period | 14.21% | 14.37% | -0.16% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.93% | 17.81% | +1.12% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.51% | 28.34% | -5.83% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.42% | 36.83% | -9.41% |
Dividends
CSWC vs. LI.PA - Dividend Comparison
CSWC's dividend yield for the trailing twelve months is around 10.89%, more than LI.PA's 5.05% 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% |
LI.PA Klepierre SA | 5.05% | 5.48% | 6.47% | 7.09% | 7.90% | 0.00% | 5.98% | 3.10% | 7.27% | 4.96% | 4.55% | 3.90% |
Financials
CSWC vs. LI.PA - Financials Comparison
This section allows you to compare key financial metrics between Capital Southwest Corporation and Klepierre SA. 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 LI.PA have a correlation of 0.04, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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