NTR vs. CSWC
NTR (Nutrien Ltd.) and CSWC (Capital Southwest Corporation) are both stocks. NTR operates in Agricultural Inputs (Basic Materials), while CSWC operates in Asset Management (Financial Services). Over the past 5 years, NTR returned 4.29%/yr vs 8.30%/yr for CSWC. At a 0.24 correlation, their price movements are largely independent.
Performance
NTR vs. CSWC - Performance Comparison
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Returns By Period
The year-to-date returns for both investments are quite close, with NTR having a 9.80% return and CSWC slightly higher at 9.91%.
NTR
- 1D
- 0.12%
- 1M
- -1.54%
- YTD
- 9.80%
- 6M
- 15.63%
- 1Y
- 16.58%
- 3Y*
- 8.74%
- 5Y*
- 4.29%
- 10Y*
- —
CSWC
- 1D
- 0.30%
- 1M
- -1.72%
- YTD
- 9.91%
- 6M
- 11.47%
- 1Y
- 26.31%
- 3Y*
- 18.55%
- 5Y*
- 8.30%
- 10Y*
- 17.21%
NTR vs. CSWC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
NTR Nutrien Ltd. | 9.80% | 43.33% | -16.97% | -20.19% | 0.23% | 60.78% | 5.60% | 5.57% | -11.36% |
CSWC Capital Southwest Corporation | 9.91% | 14.28% | 2.14% | 56.10% | -24.63% | 57.40% | -1.56% | 22.80% | 26.84% |
Correlation
The correlation between NTR and CSWC is 0.06, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.06 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.14 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.26 |
Correlation (All Time) Calculated using the full available price history since Jan 3, 2018 | 0.24 |
The correlation between NTR and CSWC shifts across timeframes, from 0.06 (1 year) to 0.26 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
NTR:
$32.41B
CSWC:
$1.45B
NTR:
$4.93
CSWC:
$1.76
NTR:
13.65
CSWC:
13.23
NTR:
0.20
CSWC:
1.00
NTR:
1.17
CSWC:
6.73
NTR:
1.28
CSWC:
1.44
NTR:
$27.76B
CSWC:
$222.04M
NTR:
$8.66B
CSWC:
$172.70M
NTR:
$6.33B
CSWC:
$142.78M
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Return for Risk
NTR vs. CSWC — Risk / Return Rank
NTR
CSWC
NTR vs. CSWC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Nutrien Ltd. (NTR) 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.
| NTR | CSWC | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.87 | ||
| Sortino ratioReturn per unit of downside risk | -1.12 | ||
| Omega ratioGain probability vs. loss probability | 1.11 | 1.25 | -0.13 |
| Calmar ratioReturn relative to maximum drawdown | 0.86 | 1.68 | -0.82 |
| Martin ratioReturn relative to average drawdown | 2.06 | 5.41 | -3.35 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| NTR | CSWC | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.53 | 1.39 | -0.87 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.13 | 0.37 | -0.24 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.63 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.18 | 0.39 | -0.20 |
Drawdowns
NTR vs. CSWC - Drawdown Comparison
The maximum NTR drawdown since its inception was -57.80%, smaller than the maximum CSWC drawdown of -68.33%. Use the drawdown chart below to compare losses from any high point for NTR and CSWC.
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Drawdown Indicators
| NTR | CSWC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.80% | -68.33% | +10.53% |
Max Drawdown (1Y)Largest decline over 1 year | -19.36% | -15.75% | -3.61% |
Max Drawdown (3Y)Largest decline over 3 years | -32.82% | -27.74% | -5.08% |
Max Drawdown (5Y)Largest decline over 5 years | -57.80% | -33.66% | -24.14% |
Max Drawdown (10Y)Largest decline over 10 years | — | -61.15% | — |
Current DrawdownCurrent decline from peak | -31.68% | -3.42% | -28.26% |
Average DrawdownAverage peak-to-trough decline | -26.17% | -18.36% | -7.81% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.08% | 4.88% | +3.20% |
Volatility
NTR vs. CSWC - Volatility Comparison
Nutrien Ltd. (NTR) has a higher volatility of 6.83% compared to Capital Southwest Corporation (CSWC) at 5.56%. This indicates that NTR's price experiences larger fluctuations and is considered to be riskier than CSWC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| NTR | CSWC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.83% | 5.56% | +1.27% |
Volatility (6M)Calculated over the trailing 6-month period | 25.59% | 13.93% | +11.66% |
Volatility (1Y)Calculated over the trailing 1-year period | 31.67% | 19.02% | +12.65% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 34.18% | 22.66% | +11.52% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 33.97% | 27.41% | +6.56% |
Dividends
NTR vs. CSWC - Dividend Comparison
NTR's dividend yield for the trailing twelve months is around 3.25%, less than CSWC's 12.66% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CSWC Capital Southwest Corporation | 12.66% | 11.56% | 11.59% | 10.21% | 12.46% | 10.13% | 11.49% | 13.07% | 10.77% | 7.01% | 2.35% | 216.86% |
NTR Nutrien Ltd. | 3.25% | 3.53% | 4.83% | 3.76% | 3.51% | 2.45% | 3.74% | 3.67% | 3.47% | 0.00% | 0.00% | 0.00% |
Financials
NTR vs. CSWC - Financials Comparison
This section allows you to compare key financial metrics between Nutrien Ltd. and Capital Southwest Corporation. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
NTR vs. CSWC - Profitability Comparison
NTR - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Nutrien Ltd. reported a gross profit of 1.62B and revenue of 5.96B. Therefore, the gross margin over that period was 27.2%.
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%.
NTR - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Nutrien Ltd. reported an operating income of 419.11M and revenue of 5.96B, resulting in an operating margin of 7.0%.
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%.
NTR - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Nutrien Ltd. reported a net income of 129.19M and revenue of 5.96B, resulting in a net margin of 2.2%.
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
NTR and CSWC have a correlation of 0.06, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
NTR has higher volatility (6.83%) compared to CSWC (5.56%). In terms of maximum drawdown, NTR dropped -57.80% vs CSWC's -68.33%.
CSWC currently has the higher Sharpe Ratio (1.39 vs 0.53), 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.
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