HR vs. CSWC

Last updated Jun 4, 2026

HR (Healthcare Realty Trust Incorporated) and CSWC (Capital Southwest Corporation) are both stocks. HR operates in REIT - Healthcare Facilities (Real Estate), while CSWC operates in Asset Management (Financial Services). Over the past 10 years, HR returned 3.34%/yr vs 17.04%/yr for CSWC. At a 0.21 correlation, their price movements are largely independent.

Performance

HR vs. CSWC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Healthcare Realty Trust Incorporated (HR) and Capital Southwest Corporation (CSWC). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, HR achieves a 17.30% return, which is significantly higher than CSWC's 9.39% return. Over the past 10 years, HR has underperformed CSWC with an annualized return of 3.34%, while CSWC has yielded a comparatively higher 17.04% annualized return.

HR

• 1D: -1.12%
• 1M: 0.22%
• YTD: 17.30%
• 6M: 12.07%
• 1Y: 43.36%
• 3Y*: 7.58%
• 5Y*: 2.22%
• 10Y*: 3.34%

CSWC

• 1D: -1.82%
• 1M: -3.08%
• YTD: 9.39%
• 6M: 12.32%
• 1Y: 27.28%
• 3Y*: 20.78%
• 5Y*: 8.63%
• 10Y*: 17.04%

*Multi-year figures are annualized to reflect compound growth (CAGR)

HR vs. CSWC - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
HR Healthcare Realty Trust Incorporated	17.30%	6.88%	6.40%	-4.08%	-19.28%	16.06%	-4.68%	26.64%	-7.61%	10.00%
CSWC Capital Southwest Corporation	9.39%	14.28%	2.14%	56.10%	-24.63%	57.40%	-1.56%	22.80%	29.52%	9.99%

Correlation

The correlation between HR and CSWC is 0.17, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.17
Correlation (3Y) Calculated over the trailing 3-year period	0.22
Correlation (5Y) Calculated over the trailing 5-year period	0.28
Correlation (10Y) Calculated over the trailing 10-year period	0.20
Correlation (All Time) Calculated using the full available price history since May 28, 1993	0.21

The correlation between HR and CSWC shifts across timeframes, from 0.17 (1 year) to 0.28 (5 years), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap HR : $6.74B CSWC : $1.45B
EPS HR : -$0.58 CSWC : $1.76
PS Ratio HR : 5.89 CSWC : 6.70
PB Ratio HR : 1.52 CSWC : 1.43
Total Revenue (TTM) HR : $1.15B CSWC : $222.04M
Gross Profit (TTM) HR : -$111.96M CSWC : $172.70M
EBITDA (TTM) HR : $636.97M CSWC : $142.78M

Return for Risk

HR vs. CSWC — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

HR

HR Risk / Return Rank: 86
HR Sharpe Ratio Rank: 89
HR Sortino Ratio Rank: 88
HR Omega Ratio Rank: 86
HR Calmar Ratio Rank: 85
HR Martin Ratio Rank: 85

CSWC

CSWC Risk / Return Rank: 76
CSWC Sharpe Ratio Rank: 80
CSWC Sortino Ratio Rank: 77
CSWC Omega Ratio Rank: 73
CSWC Calmar Ratio Rank: 71
CSWC Martin Ratio Rank: 77

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

HR vs. CSWC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Healthcare Realty Trust Incorporated (HR) and Capital Southwest Corporation (CSWC). 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.

	HR	CSWC	Difference
Sharpe ratio Return per unit of total volatility	2.11	1.45	+0.66
Sortino ratio Return per unit of downside risk	3.01	2.13	+0.89
Omega ratio Gain probability vs. loss probability	1.37	1.26	+0.11
Calmar ratio Return relative to maximum drawdown	3.54	1.74	+1.80
Martin ratio Return relative to average drawdown	8.85	5.62	+3.22
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

HR vs. CSWC - Sharpe Ratio Comparison

The current HR Sharpe Ratio is 2.11, which is higher than the CSWC Sharpe Ratio of 1.45. The chart below compares the historical Sharpe Ratios of HR and CSWC, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	HR	CSWC	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	2.11	1.45	+0.66
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.08	0.38	-0.30
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.11	0.62	-0.51
Sharpe Ratio (All Time) Calculated using the full available price history	0.28	0.39	-0.10

Drawdowns

HR vs. CSWC - Drawdown Comparison

The maximum HR drawdown since its inception was -61.36%, smaller than the maximum CSWC drawdown of -68.33%. Use the drawdown chart below to compare losses from any high point for HR and CSWC.

Drawdown Indicators

	HR	CSWC	Difference
Max Drawdown Largest peak-to-trough decline	-61.36%	-68.33%	+6.97%
Max Drawdown (1Y) Largest decline over 1 year	-12.29%	-15.75%	+3.46%
Max Drawdown (3Y) Largest decline over 3 years	-31.68%	-27.74%	-3.94%
Max Drawdown (5Y) Largest decline over 5 years	-47.08%	-33.66%	-13.42%
Max Drawdown (10Y) Largest decline over 10 years	-47.08%	-61.15%	+14.07%
Current Drawdown Current decline from peak	-8.15%	-3.88%	-4.27%
Average Drawdown Average peak-to-trough decline	-14.51%	-18.36%	+3.85%
Ulcer Index Depth and duration of drawdowns from previous peaks	4.91%	4.86%	+0.05%

Volatility

HR vs. CSWC - Volatility Comparison

Healthcare Realty Trust Incorporated (HR) and Capital Southwest Corporation (CSWC) have volatilities of 5.12% and 5.22%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	HR	CSWC	Difference
Volatility (1M) Calculated over the trailing 1-month period	5.12%	5.22%	-0.10%
Volatility (6M) Calculated over the trailing 6-month period	13.84%	13.99%	-0.15%
Volatility (1Y) Calculated over the trailing 1-year period	20.64%	18.91%	+1.73%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	28.58%	22.66%	+5.92%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	29.34%	27.40%	+1.94%

Dividends

HR vs. CSWC - Dividend Comparison

HR's dividend yield for the trailing twelve months is around 4.95%, less than CSWC's 12.72% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
CSWC Capital Southwest Corporation	12.72%	11.56%	11.59%	10.21%	12.46%	10.13%	11.49%	13.07%	10.77%	7.01%	2.35%	216.86%
HR Healthcare Realty Trust Incorporated	4.95%	6.49%	7.32%	7.20%	34.01%	7.89%	7.26%	7.34%	4.22%	3.74%	3.96%	4.24%

Financials

HR vs. CSWC - Profitability Comparison

The chart below illustrates the profitability comparison between Healthcare Realty Trust Incorporated and Capital Southwest Corporation over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

HR - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Healthcare Realty Trust Incorporated reported a gross profit of 166.58M and revenue of 267.58M. Therefore, the gross margin over that period was 62.3%.

CSWC - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Capital Southwest Corporation reported a gross profit of 54.00M and revenue of 54.00M. Therefore, the gross margin over that period was 100.0%.

HR - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Healthcare Realty Trust Incorporated reported an operating income of 149.24M and revenue of 267.58M, resulting in an operating margin of 55.8%.

CSWC - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Capital Southwest Corporation reported an operating income of 44.66M and revenue of 54.00M, resulting in an operating margin of 82.7%.

HR - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Healthcare Realty Trust Incorporated reported a net income of -56.00K and revenue of 267.58M, resulting in a net margin of -0.0%.

CSWC - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Capital Southwest Corporation reported a net income of 27.48M and revenue of 54.00M, resulting in a net margin of 50.9%.

Frequently Asked Questions

Can I hold both HR and CSWC in my portfolio?

HR and CSWC have a correlation of 0.17, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, HR or CSWC?

CSWC has higher volatility (5.22%) compared to HR (5.12%). In terms of maximum drawdown, HR dropped -61.36% vs CSWC's -68.33%.

Which has better risk-adjusted returns?

HR currently has the higher Sharpe Ratio (2.11 vs 1.45), 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.