CSWC vs. ^GSPC
Compare and contrast key facts about Capital Southwest Corporation (CSWC) and S&P 500 (^GSPC).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CSWC or ^GSPC.
Correlation
The correlation between CSWC and ^GSPC is 0.29, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
CSWC vs. ^GSPC - Performance Comparison
Key characteristics
CSWC:
-0.55
^GSPC:
-0.17
CSWC:
-0.57
^GSPC:
-0.11
CSWC:
0.91
^GSPC:
0.98
CSWC:
-0.56
^GSPC:
-0.15
CSWC:
-1.25
^GSPC:
-0.79
CSWC:
9.17%
^GSPC:
3.36%
CSWC:
20.99%
^GSPC:
15.95%
CSWC:
-69.30%
^GSPC:
-56.78%
CSWC:
-20.55%
^GSPC:
-17.42%
Returns By Period
In the year-to-date period, CSWC achieves a -6.61% return, which is significantly higher than ^GSPC's -13.73% return. Over the past 10 years, CSWC has outperformed ^GSPC with an annualized return of 10.57%, while ^GSPC has yielded a comparatively lower 9.30% annualized return.
CSWC
-6.61%
-11.36%
-17.82%
-11.39%
27.16%
10.57%
^GSPC
-13.73%
-12.06%
-11.77%
-2.50%
13.85%
9.30%
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Risk-Adjusted Performance
CSWC vs. ^GSPC — Risk-Adjusted Performance Rank
CSWC
^GSPC
CSWC vs. ^GSPC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Capital Southwest Corporation (CSWC) and S&P 500 (^GSPC). 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.
Drawdowns
CSWC vs. ^GSPC - Drawdown Comparison
The maximum CSWC drawdown since its inception was -69.30%, which is greater than ^GSPC's maximum drawdown of -56.78%. Use the drawdown chart below to compare losses from any high point for CSWC and ^GSPC. For additional features, visit the drawdowns tool.
Volatility
CSWC vs. ^GSPC - Volatility Comparison
Capital Southwest Corporation (CSWC) has a higher volatility of 11.19% compared to S&P 500 (^GSPC) at 9.30%. This indicates that CSWC's price experiences larger fluctuations and is considered to be riskier than ^GSPC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.