(CSWC) Capital Southwest - Performance -15.6% in 12m
Compare CSWC with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
52.86%
#62 in Group
Rel. Strength
32.26%
#5390 in Universe
Total Return 12m
-15.60%
#169 in Group
Total Return 5y
174.93%
#14 in Group
P/E 14.3
66th Percentile in Group
P/E Forward 8.47
36th Percentile in Group
PEG 12.6
94th Percentile in Group
FCF Yield -13.73%
(?) Percentile in Group
12m Total Return: CSWC (-15.6%) vs XLF (22.4%)
5y Drawdown (Underwater) Chart
Top Performers in Asset Management & Custody Banks
Overall best picks of Peer Group Selected by proven GARP Predictive Metrics, sorted by Growth Rating
| Symbol | 1m | 12m | 5y | P/E | P/E Forward | PEG | EPS Stability |
EPS CAGR |
|---|---|---|---|---|---|---|---|---|
| AMP NYSE Ameriprise Financial |
15.2% | 16.3% | 332% | 16.5 | 13.1 | 1.9 | 12.6% | 4.55% |
| AGF-B TO AGF Management |
20.3% | 38.7% | 248% | 6.99 | 6 | 1.25 | 76.9% | 18.1% |
| APO NYSE Apollo Global Management |
20.6% | 19.2% | 238% | 18.3 | 16.8 | 1.37 | 4.90% | -4.44% |
| BK NYSE The Bank of New York Mellon |
17.1% | 52.5% | 189% | 12.8 | 11.6 | 1.03 | 18.5% | 12.8% |
| FHI NYSE Federated Investors |
20% | 35.8% | 143% | 11.6 | 10.1 | 1.94 | 26.8% | 22.9% |
| BCSF NYSE Bain Capital Specialty |
10.4% | 2.19% | 135% | 8.24 | 10.4 | 1.07 | 14.7% | -6.71% |
| TSLX NYSE Sixth Street Specialty |
10.4% | 9.96% | 127% | 10.1 | 9.73 | 1.27 | 38.3% | 442% |
| PNNT NYSE PennantPark Investment |
11.1% | 2.56% | 281% | 7.77 | 8.09 | 0.28 | -35.2% | -18.6% |
Performance Comparison: CSWC vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for CSWC
| Total Return (including Dividends) | CSWC | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | 11.51% | 13.52% | 13.81% |
| 3 Months | -10.26% | -2.66% | -6.30% |
| 12 Months | -15.60% | 22.43% | 10.65% |
| 5 Years | 174.93% | 150.42% | 107.77% |
| Trend Score (consistency of price movement) | CSWC | XLF | S&P 500 |
| 1 Month | 72.8% | 89.2% | 83% |
| 3 Months | -77.5% | -64.6% | -75.3% |
| 12 Months | -71.7% | 82% | 50.1% |
| 5 Years | 80.4% | 75.2% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #169 | -1.78% | -2.03% |
| 3 Month | #121 | -7.81% | -4.23% |
| 12 Month | #171 | -31.1% | -23.7% |
| 5 Years | #16 | 9.79% | 32.3% |
FAQs
Does CSWC Capital Southwest outperforms the market?
No,
over the last 12 months CSWC made -15.60%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 22.43%.
Over the last 3 months CSWC made -10.26%, while XLF made -2.66%.
Over the last 3 months CSWC made -10.26%, while XLF made -2.66%.
Performance Comparison CSWC vs Indeces and Sectors
CSWC vs. Indices CSWC is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -1.58% | -2.30% | -2.26% | -26.3% |
| US NASDAQ 100 | QQQ | -1.77% | -5.85% | -2.47% | -27.2% |
| US Dow Jones Industrial 30 | DIA | -1.99% | 1.52% | -1.97% | -23.3% |
| German DAX 40 | DAX | -1.56% | -3.45% | -28.5% | -41.3% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -3.76% | -0.32% | -3.03% | -23.0% |
| Hongkong Hang Seng | HSI | -4.75% | -8.42% | -10.6% | -29.3% |
| India NIFTY 50 | INDA | 3.34% | 6.67% | -2.70% | -15.4% |
| Brasil Bovespa | EWZ | -2.63% | -5.73% | -11.0% | -7.27% |
CSWC vs. Sectors CSWC is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -2.22% | -1.90% | -9.32% | -37.2% |
| Consumer Discretionary | XLY | -1.96% | -2.72% | -1.28% | -29.9% |
| Consumer Staples | XLP | -0.72% | 4.92% | -9.19% | -24.7% |
| Energy | XLE | -1.40% | 4.75% | 4.33% | -6.14% |
| Financial | XLF | -2.68% | -2.01% | -9.36% | -38.0% |
| Health Care | XLV | 1.43% | 10.6% | 2.73% | -11.5% |
| Industrial | XLI | -3.27% | -5.31% | -3.69% | -26.6% |
| Materials | XLB | -1.38% | -2.05% | 2.63% | -10.4% |
| Real Estate | XLRE | -0.26% | -0.03% | -3.01% | -31.1% |
| Technology | XLK | -2.66% | -9.71% | 0.62% | -22.7% |
| Utilities | XLU | -1.63% | 1.92% | -9.92% | -33.1% |
| Aerospace & Defense | XAR | -3.56% | -9.65% | -13.8% | -42.9% |
| Biotech | XBI | 5.01% | -0.30% | 17.9% | -3.31% |
| Homebuilder | XHB | -2.05% | 0.03% | 10.9% | -8.05% |
| Retail | XRT | -3.48% | -3.14% | 1.98% | -14.1% |