CSWC vs. MSTR
CSWC (Capital Southwest Corporation) and MSTR (Strategy Inc) are both stocks. CSWC operates in Asset Management (Financial Services), while MSTR operates in Software - Application (Technology). Over the past 10 years, CSWC returned 17.25%/yr vs 18.32%/yr for MSTR. At a 0.22 correlation, their price movements are largely independent.
Performance
CSWC vs. MSTR - 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 MSTR's -39.01% return. Over the past 10 years, CSWC has underperformed MSTR with an annualized return of 17.25%, while MSTR has yielded a comparatively higher 18.32% 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%
MSTR
- 1D
- 12.60%
- 1M
- -41.74%
- YTD
- -39.01%
- 6M
- -40.36%
- 1Y
- -75.86%
- 3Y*
- 39.36%
- 5Y*
- 6.88%
- 10Y*
- 18.32%
CSWC vs. MSTR - 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% |
MSTR Strategy Inc | -39.01% | -47.53% | 358.54% | 346.15% | -74.00% | 40.13% | 172.42% | 11.65% | -2.70% | -33.49% |
Correlation
The correlation between CSWC and MSTR is 0.30, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.30 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.27 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.32 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.25 |
Correlation (All Time) Calculated using the full available price history since Jun 11, 1998 | 0.22 |
Fundamentals
CSWC:
$1.47B
MSTR:
$30.95B
CSWC:
$1.75
MSTR:
-$39.78
CSWC:
6.85
MSTR:
58.70
CSWC:
1.45
MSTR:
0.84
CSWC:
$222.04M
MSTR:
$490.47M
CSWC:
$172.70M
MSTR:
$334.08M
CSWC:
$142.78M
MSTR:
$466.93M
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Return for Risk
CSWC vs. MSTR — Risk / Return Rank
CSWC
MSTR
CSWC vs. MSTR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Capital Southwest Corporation (CSWC) and Strategy Inc (MSTR). 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 | MSTR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.12 | ||
| Sortino ratioReturn per unit of downside risk | +3.79 | ||
| Omega ratioGain probability vs. loss probability | 1.20 | 0.78 | +0.42 |
| Calmar ratioReturn relative to maximum drawdown | 1.31 | -0.93 | +2.24 |
| Martin ratioReturn relative to average drawdown | 4.18 | -1.37 | +5.56 |
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Drawdowns
CSWC vs. MSTR - Drawdown Comparison
The maximum CSWC drawdown since its inception was -68.33%, smaller than the maximum MSTR drawdown of -99.86%. Use the drawdown chart below to compare losses from any high point for CSWC and MSTR.
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Drawdown Indicators
| CSWC | MSTR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -68.33% | -99.86% | +31.53% |
Max Drawdown (1Y)Largest decline over 1 year | -15.75% | -81.95% | +66.20% |
Max Drawdown (3Y)Largest decline over 3 years | -27.74% | -82.63% | +54.89% |
Max Drawdown (5Y)Largest decline over 5 years | -33.66% | -84.11% | +50.45% |
Max Drawdown (10Y)Largest decline over 10 years | -61.15% | -89.27% | +28.12% |
Current DrawdownCurrent decline from peak | -1.36% | -80.44% | +79.08% |
Average DrawdownAverage peak-to-trough decline | -18.33% | -86.44% | +68.11% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.92% | 55.19% | -50.27% |
Volatility
CSWC vs. MSTR - Volatility Comparison
The current volatility for Capital Southwest Corporation (CSWC) is 5.07%, while Strategy Inc (MSTR) has a volatility of 28.41%. This indicates that CSWC experiences smaller price fluctuations and is considered to be less risky than MSTR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CSWC | MSTR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.07% | 28.41% | -23.34% |
Volatility (6M)Calculated over the trailing 6-month period | 14.21% | 60.21% | -46.00% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.93% | 74.35% | -55.42% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.51% | 90.65% | -68.14% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.42% | 74.13% | -46.71% |
Dividends
CSWC vs. MSTR - Dividend Comparison
CSWC's dividend yield for the trailing twelve months is around 10.89%, while MSTR has not paid dividends to shareholders.
| 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% |
MSTR Strategy Inc | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Financials
CSWC vs. MSTR - Financials Comparison
This section allows you to compare key financial metrics between Capital Southwest Corporation and Strategy Inc. 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 MSTR have a correlation of 0.30, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
MSTR has higher volatility (28.41%) compared to CSWC (5.07%). In terms of maximum drawdown, CSWC dropped -68.33% vs MSTR's -99.86%.
CSWC currently has the higher Sharpe Ratio (1.09 vs -1.02), 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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