CSWC vs. T
CSWC (Capital Southwest Corporation) and T (AT&T Inc.) are both stocks. CSWC operates in Asset Management (Financial Services), while T operates in Telecom Services (Communication Services). Over the past 10 years, CSWC returned 17.37%/yr vs 2.10%/yr for T. At a 0.15 correlation, their price movements are largely independent.
Performance
CSWC vs. T - Performance Comparison
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Returns By Period
In the year-to-date period, CSWC achieves a 14.80% return, which is significantly higher than T's -7.04% return. Over the past 10 years, CSWC has outperformed T with an annualized return of 17.37%, while T has yielded a comparatively lower 2.10% annualized return.
CSWC
- 1D
- -1.81%
- 1M
- 4.68%
- 6M
- 6.50%
- YTD
- 14.80%
- 1Y
- 14.93%
- 3Y*
- 16.95%
- 5Y*
- 10.62%
- 10Y*
- 17.37%
- ALL TIME*
- 12.03%
T
- 1D
- 0.64%
- 1M
- 2.62%
- 6M
- -2.84%
- YTD
- -7.04%
- 1Y
- -13.37%
- 3Y*
- 20.93%
- 5Y*
- 7.13%
- 10Y*
- 2.10%
- ALL TIME*
- 9.35%
CSWC vs. T - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CSWC Capital Southwest Corporation | 14.80% | 14.28% | 2.14% | 56.10% | -24.63% | 57.40% | -1.56% | 22.80% | 29.52% | 9.99% |
T AT&T Inc. | -7.04% | 13.97% | 44.08% | -2.74% | 5.76% | -8.09% | -21.37% | 45.55% | -22.25% | -4.01% |
Correlation
The correlation between CSWC and T is 0.02, 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 | 0.02 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.10 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.19 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.20 |
Correlation (All Time) Calculated using the full available price history since Mar 27, 1990 | 0.15 |
The correlation between CSWC and T shifts across timeframes, from 0.02 (1 year) to 0.20 (10 years), reflecting how their relationship changes across market environments.
Fundamentals
CSWC:
$1.48B
T:
$152.52B
CSWC:
$1.75
T:
$3.05
CSWC:
13.66
T:
7.19
CSWC:
1.03
T:
0.30
CSWC:
6.95
T:
1.25
CSWC:
$222.04M
T:
$125.65B
CSWC:
$172.70M
T:
$105.41B
CSWC:
$142.78M
T:
$54.70B
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Return for Risk
CSWC vs. T — Risk / Return Rank
CSWC
T
CSWC vs. T - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Capital Southwest Corporation (CSWC) and AT&T Inc. (T). 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 | T | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.36 | ||
| Sortino ratioReturn per unit of downside risk | +1.91 | ||
| Omega ratioGain probability vs. loss probability | 1.15 | 0.92 | +0.23 |
| Calmar ratioReturn relative to maximum drawdown | 0.95 | -0.46 | +1.42 |
| Martin ratioReturn relative to average drawdown | 3.04 | -1.03 | +4.07 |
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Drawdowns
CSWC vs. T - Drawdown Comparison
The maximum CSWC drawdown since its inception was -68.33%, which is greater than T's maximum drawdown of -64.15%. Use the drawdown chart below to compare losses from any high point for CSWC and T.
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Drawdown Indicators
| CSWC | T | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -68.33% | -64.15% | -4.18% |
Max Drawdown (1Y)Largest decline over 1 year | -15.75% | -28.89% | +13.14% |
Max Drawdown (3Y)Largest decline over 3 years | -27.74% | -28.89% | +1.15% |
Max Drawdown (5Y)Largest decline over 5 years | -33.66% | -32.01% | -1.65% |
Max Drawdown (10Y)Largest decline over 10 years | -61.15% | -42.35% | -18.80% |
Current DrawdownCurrent decline from peak | -1.81% | -21.57% | +19.76% |
Average DrawdownAverage peak-to-trough decline | -18.31% | -15.74% | -2.57% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.93% | 12.94% | -8.01% |
Volatility
CSWC vs. T - Volatility Comparison
The current volatility for Capital Southwest Corporation (CSWC) is 4.76%, while AT&T Inc. (T) has a volatility of 9.59%. This indicates that CSWC experiences smaller price fluctuations and is considered to be less risky than T based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CSWC | T | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.76% | 9.59% | -4.83% |
Volatility (6M)Calculated over the trailing 6-month period | 13.36% | 19.91% | -6.55% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.01% | 23.72% | -4.71% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.21% | 24.38% | -2.17% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.42% | 23.92% | +3.50% |
Dividends
CSWC vs. T - Dividend Comparison
CSWC's dividend yield for the trailing twelve months is around 10.73%, more than T's 6.58% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CSWC Capital Southwest Corporation | 10.73% | 11.56% | 11.59% | 10.21% | 12.46% | 10.13% | 11.49% | 13.07% | 10.77% | 7.01% | 2.35% | 216.86% |
T AT&T Inc. | 6.58% | 4.47% | 4.87% | 6.62% | 6.66% | 8.46% | 7.23% | 5.22% | 7.01% | 5.04% | 4.51% | 5.46% |
Financials
CSWC vs. T - Financials Comparison
This section allows you to compare key financial metrics between Capital Southwest Corporation and AT&T 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 T have a correlation of 0.02, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
T has higher volatility (9.59%) compared to CSWC (4.76%). In terms of maximum drawdown, CSWC dropped -68.33% vs T's -64.15%.
CSWC currently has the higher Sharpe Ratio (0.79 vs -0.57), 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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