T vs. CSWC
T (AT&T Inc.) and CSWC (Capital Southwest Corporation) are both stocks. T operates in Telecom Services (Communication Services), while CSWC operates in Asset Management (Financial Services). Over the past 10 years, T returned 2.86%/yr vs 17.21%/yr for CSWC. At a 0.15 correlation, their price movements are largely independent.
Performance
T vs. CSWC - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, T achieves a -7.40% return, which is significantly lower than CSWC's 9.91% return. Over the past 10 years, T has underperformed CSWC with an annualized return of 2.86%, while CSWC has yielded a comparatively higher 17.21% annualized return.
T
- 1D
- -1.10%
- 1M
- -10.57%
- YTD
- -7.40%
- 6M
- -7.40%
- 1Y
- -16.38%
- 3Y*
- 18.39%
- 5Y*
- 6.60%
- 10Y*
- 2.86%
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%
T vs. CSWC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
T AT&T Inc. | -7.40% | 13.97% | 44.08% | -2.74% | 5.76% | -8.09% | -21.37% | 45.55% | -22.25% | -4.01% |
CSWC Capital Southwest Corporation | 9.91% | 14.28% | 2.14% | 56.10% | -24.63% | 57.40% | -1.56% | 22.80% | 29.52% | 9.99% |
Correlation
The correlation between T and CSWC is 0.01, 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 | 0.01 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.10 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.20 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.20 |
Correlation (All Time) Calculated using the full available price history since Mar 28, 1990 | 0.15 |
The correlation between T and CSWC shifts across timeframes, from 0.01 (1 year) to 0.20 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
T:
$3.04
CSWC:
$1.76
T:
7.39
CSWC:
13.23
T:
0.31
CSWC:
1.00
T:
1.29
CSWC:
6.73
T:
$125.65B
CSWC:
$222.04M
T:
$105.41B
CSWC:
$172.70M
T:
$54.70B
CSWC:
$142.78M
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
T vs. CSWC — Risk / Return Rank
T
CSWC
T vs. CSWC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AT&T Inc. (T) 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.
| T | CSWC | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.14 | ||
| Sortino ratioReturn per unit of downside risk | -3.03 | ||
| Omega ratioGain probability vs. loss probability | 0.89 | 1.25 | -0.36 |
| Calmar ratioReturn relative to maximum drawdown | -0.75 | 1.68 | -2.43 |
| Martin ratioReturn relative to average drawdown | -1.59 | 5.41 | -7.00 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading charts...
Sharpe Ratios by Period
| T | CSWC | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.75 | 1.39 | -2.14 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.28 | 0.37 | -0.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.12 | 0.63 | -0.51 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.38 | 0.39 | -0.01 |
Drawdowns
T vs. CSWC - Drawdown Comparison
The maximum T drawdown since its inception was -64.15%, smaller than the maximum CSWC drawdown of -68.33%. Use the drawdown chart below to compare losses from any high point for T and CSWC.
Loading charts...
Drawdown Indicators
| T | CSWC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -64.15% | -68.33% | +4.18% |
Max Drawdown (1Y)Largest decline over 1 year | -21.87% | -15.75% | -6.12% |
Max Drawdown (3Y)Largest decline over 3 years | -21.87% | -27.74% | +5.87% |
Max Drawdown (5Y)Largest decline over 5 years | -32.01% | -33.66% | +1.65% |
Max Drawdown (10Y)Largest decline over 10 years | -42.35% | -61.15% | +18.80% |
Current DrawdownCurrent decline from peak | -21.87% | -3.42% | -18.45% |
Average DrawdownAverage peak-to-trough decline | -15.72% | -18.36% | +2.64% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.34% | 4.88% | +5.46% |
Volatility
T vs. CSWC - Volatility Comparison
AT&T Inc. (T) has a higher volatility of 7.50% compared to Capital Southwest Corporation (CSWC) at 5.56%. This indicates that T'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.
Loading charts...
Volatility by Period
| T | CSWC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.50% | 5.56% | +1.94% |
Volatility (6M)Calculated over the trailing 6-month period | 17.57% | 13.93% | +3.64% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.98% | 19.02% | +2.96% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.97% | 22.66% | +1.31% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.71% | 27.41% | -3.70% |
Dividends
T vs. CSWC - Dividend Comparison
T's dividend yield for the trailing twelve months is around 4.93%, 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% |
T AT&T Inc. | 4.93% | 4.47% | 4.87% | 6.62% | 6.66% | 8.46% | 7.23% | 5.22% | 7.01% | 5.04% | 4.51% | 5.46% |
Financials
T vs. CSWC - Financials Comparison
This section allows you to compare key financial metrics between AT&T Inc. 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
Frequently Asked Questions
T and CSWC have a correlation of 0.01, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
T has higher volatility (7.50%) compared to CSWC (5.56%). In terms of maximum drawdown, T dropped -64.15% vs CSWC's -68.33%.
CSWC currently has the higher Sharpe Ratio (1.39 vs -0.75), 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.
Find the right allocation for T and CSWC
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer