CSWC vs. WINC.AS
CSWC (Capital Southwest Corporation) is a stock, while WINC.AS (iShares World Equity High Income UCITS ETF USD Inc) is Global Equity Income fund actively managed by iShares. Over the past year, CSWC returned 20.53% vs 20.24% for WINC.AS. At a 0.19 correlation, their price movements are largely independent.
Performance
CSWC vs. WINC.AS - 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 WINC.AS's 7.31% 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%
WINC.AS
- 1D
- 0.00%
- 1M
- -1.00%
- YTD
- 7.31%
- 6M
- 7.78%
- 1Y
- 20.24%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
CSWC vs. WINC.AS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
CSWC Capital Southwest Corporation | 12.25% | 14.28% | -4.47% |
WINC.AS iShares World Equity High Income UCITS ETF USD Inc | 7.31% | 21.56% | 8.10% |
Correlation
The correlation between CSWC and WINC.AS is 0.22, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.22 |
Correlation (All Time) Calculated using the full available price history since Apr 2, 2024 | 0.19 |
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Return for Risk
CSWC vs. WINC.AS — Risk / Return Rank
CSWC
WINC.AS
CSWC vs. WINC.AS - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Capital Southwest Corporation (CSWC) and iShares World Equity High Income UCITS ETF USD Inc (WINC.AS). 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 | WINC.AS | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.76 | ||
| Sortino ratioReturn per unit of downside risk | -1.22 | ||
| Omega ratioGain probability vs. loss probability | 1.20 | 1.34 | -0.14 |
| Calmar ratioReturn relative to maximum drawdown | 1.31 | 2.95 | -1.64 |
| Martin ratioReturn relative to average drawdown | 4.18 | 12.16 | -7.98 |
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Drawdowns
CSWC vs. WINC.AS - Drawdown Comparison
The maximum CSWC drawdown since its inception was -68.33%, which is greater than WINC.AS's maximum drawdown of -14.81%. Use the drawdown chart below to compare losses from any high point for CSWC and WINC.AS.
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Drawdown Indicators
| CSWC | WINC.AS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -68.33% | -14.81% | -53.52% |
Max Drawdown (1Y)Largest decline over 1 year | -15.75% | -6.77% | -8.98% |
Max Drawdown (3Y)Largest decline over 3 years | -27.74% | — | — |
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% | -2.10% | +0.74% |
Average DrawdownAverage peak-to-trough decline | -18.33% | -1.47% | -16.86% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.92% | 1.65% | +3.27% |
Volatility
CSWC vs. WINC.AS - Volatility Comparison
Capital Southwest Corporation (CSWC) has a higher volatility of 5.07% compared to iShares World Equity High Income UCITS ETF USD Inc (WINC.AS) at 3.62%. This indicates that CSWC's price experiences larger fluctuations and is considered to be riskier than WINC.AS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CSWC | WINC.AS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.07% | 3.62% | +1.45% |
Volatility (6M)Calculated over the trailing 6-month period | 14.21% | 8.78% | +5.43% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.93% | 10.79% | +8.14% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.51% | 12.60% | +9.91% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.42% | 12.60% | +14.82% |
Dividends
CSWC vs. WINC.AS - Dividend Comparison
CSWC's dividend yield for the trailing twelve months is around 10.89%, more than WINC.AS's 9.78% 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% |
WINC.AS iShares World Equity High Income UCITS ETF USD Inc | 9.78% | 9.38% | 4.88% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
CSWC and WINC.AS have a correlation of 0.22, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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