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:
-0.02
^GSPC:
1.90
CSWC:
0.10
^GSPC:
2.54
CSWC:
1.01
^GSPC:
1.35
CSWC:
-0.02
^GSPC:
2.81
CSWC:
-0.05
^GSPC:
12.39
CSWC:
6.76%
^GSPC:
1.93%
CSWC:
19.73%
^GSPC:
12.58%
CSWC:
-69.40%
^GSPC:
-56.78%
CSWC:
-18.60%
^GSPC:
-3.58%
Returns By Period
In the year-to-date period, CSWC achieves a -2.26% return, which is significantly lower than ^GSPC's 23.11% return. Over the past 10 years, CSWC has outperformed ^GSPC with an annualized return of 12.74%, while ^GSPC has yielded a comparatively lower 11.01% annualized return.
CSWC
-2.26%
-6.04%
-13.59%
-1.43%
12.20%
12.74%
^GSPC
23.11%
-0.36%
7.02%
23.15%
12.80%
11.01%
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Risk-Adjusted Performance
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 -69.40%, 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 3.87% compared to S&P 500 (^GSPC) at 3.64%. 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.