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
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Key characteristics
CSWC:
-0.58
^GSPC:
0.63
CSWC:
-0.54
^GSPC:
1.04
CSWC:
0.92
^GSPC:
1.15
CSWC:
-0.46
^GSPC:
0.68
CSWC:
-1.12
^GSPC:
2.59
CSWC:
11.34%
^GSPC:
4.94%
CSWC:
24.94%
^GSPC:
19.64%
CSWC:
-69.40%
^GSPC:
-56.78%
CSWC:
-15.89%
^GSPC:
-4.09%
Returns By Period
In the year-to-date period, CSWC achieves a -1.13% return, which is significantly lower than ^GSPC's 0.19% return. Both investments have delivered pretty close results over the past 10 years, with CSWC having a 10.46% annualized return and ^GSPC not far ahead at 10.78%.
CSWC
-1.13%
8.95%
-3.96%
-14.23%
23.83%
10.46%
^GSPC
0.19%
9.00%
-1.55%
12.31%
15.59%
10.78%
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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.
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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.
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Volatility
CSWC vs. ^GSPC - Volatility Comparison
Capital Southwest Corporation (CSWC) has a higher volatility of 6.91% compared to S&P 500 (^GSPC) at 6.15%. 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.
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