CSWC vs. REGB.L
CSWC (Capital Southwest Corporation) is a stock, while REGB.L (VanEck Rare Earth and Strategic Metals UCITS ETF A) is Rare Earth & Strategic Metals fund tracking the EMIX Global Mining Global Gold TR USD. Over the past 3 years, CSWC returned 18.48%/yr vs 1.99%/yr for REGB.L. At a 0.20 correlation, their price movements are largely independent.
Performance
CSWC vs. REGB.L - Performance Comparison
Loading charts...
Different Trading Currencies
CSWC is traded in USD, while REGB.L is traded in GBP. To make them comparable, the REGB.L 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 REGB.L's 16.51% 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%
REGB.L
- 1D
- 0.00%
- 1M
- -15.17%
- YTD
- 16.51%
- 6M
- 15.03%
- 1Y
- 111.11%
- 3Y*
- 1.99%
- 5Y*
- —
- 10Y*
- —
CSWC vs. REGB.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
CSWC Capital Southwest Corporation | 12.25% | 14.28% | 2.14% | 56.10% | -24.63% | 1.03% |
REGB.L VanEck Rare Earth and Strategic Metals UCITS ETF A | 16.51% | 88.93% | -35.64% | -18.71% | -31.13% | -21.10% |
Correlation
The correlation between CSWC and REGB.L is 0.12, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.12 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.15 |
Correlation (All Time) Calculated using the full available price history since Sep 24, 2021 | 0.20 |
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
CSWC vs. REGB.L — Risk / Return Rank
CSWC
REGB.L
CSWC vs. REGB.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Capital Southwest Corporation (CSWC) and VanEck Rare Earth and Strategic Metals UCITS ETF A (REGB.L). 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 | REGB.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.28 | ||
| Sortino ratioReturn per unit of downside risk | -1.19 | ||
| Omega ratioGain probability vs. loss probability | 1.20 | 1.34 | -0.14 |
| Calmar ratioReturn relative to maximum drawdown | 1.31 | 5.08 | -3.77 |
| Martin ratioReturn relative to average drawdown | 4.18 | 12.12 | -7.94 |
Loading charts...
Drawdowns
CSWC vs. REGB.L - Drawdown Comparison
The maximum CSWC drawdown since its inception was -68.33%, smaller than the maximum REGB.L drawdown of -75.84%. Use the drawdown chart below to compare losses from any high point for CSWC and REGB.L.
Loading charts...
Drawdown Indicators
| CSWC | REGB.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -68.33% | -75.84% | +7.51% |
Max Drawdown (1Y)Largest decline over 1 year | -15.75% | -22.01% | +6.26% |
Max Drawdown (3Y)Largest decline over 3 years | -27.74% | -61.39% | +33.65% |
Max Drawdown (5Y)Largest decline over 5 years | -33.66% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -61.15% | — | — |
Current DrawdownCurrent decline from peak | -1.36% | -37.42% | +36.06% |
Average DrawdownAverage peak-to-trough decline | -18.33% | -48.38% | +30.05% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.92% | 9.20% | -4.28% |
Volatility
CSWC vs. REGB.L - Volatility Comparison
The current volatility for Capital Southwest Corporation (CSWC) is 5.07%, while VanEck Rare Earth and Strategic Metals UCITS ETF A (REGB.L) has a volatility of 13.82%. This indicates that CSWC experiences smaller price fluctuations and is considered to be less risky than REGB.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| CSWC | REGB.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.07% | 13.82% | -8.75% |
Volatility (6M)Calculated over the trailing 6-month period | 14.21% | 34.38% | -20.17% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.93% | 47.30% | -28.37% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.51% | 48.32% | -25.81% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.42% | 48.32% | -20.90% |
Dividends
CSWC vs. REGB.L - Dividend Comparison
CSWC's dividend yield for the trailing twelve months is around 10.89%, while REGB.L 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% |
REGB.L VanEck Rare Earth and Strategic Metals UCITS ETF A | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
CSWC and REGB.L have a correlation of 0.12, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
Find the right allocation for CSWC and REGB.L
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer