(CSWC) Capital Southwest - Performance -3.3% in 12m
CSWC performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
53.77%
#51 in Peer-Group
Rel. Strength
33.75%
#5108 in Stock-Universe
Total Return 12m
-3.26%
#146 in Peer-Group
Total Return 5y
189.89%
#13 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | 14.5 |
| P/E Forward | 8.88 |
| High / Low | USD |
|---|---|
| 52 Week High | 24.16 USD |
| 52 Week Low | 17.45 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 97.57 |
| Buy/Sell Signal +-5 | 1.68 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: CSWC (-3.3%) vs XLF (28.2%)
5y Drawdown (Underwater) Chart
Top Performer 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 |
|---|---|---|---|---|---|---|---|---|
| AGF-B TO AGF Management |
11.4% | 64.5% | 235% | 8.53 | 7.45 | 1.25 | 79.0% | 18.1% |
| TSLX NYSE Sixth Street Specialty |
5.49% | 21.2% | 163% | 12.3 | 11.3 | 1.27 | -27.1% | -3.62% |
| ARES NYSE Ares Management |
7.43% | 34.9% | 428% | 100 | 35.1 | 0.63 | 22.1% | -6.74% |
| BK NYSE The Bank of New York Mellon |
3.5% | 56.2% | 178% | 14.7 | 13.4 | 1.2 | 32.4% | 10.4% |
| FHI NYSE Federated Investors |
7.42% | 41.7% | 143% | 11.8 | 10.2 | 0.92 | 26.8% | 22.9% |
| OFS NASDAQ OFS Capital |
5.99% | 13.8% | 234% | 3.76 | 9.2 | 1.67 | -33.2% | -23.5% |
| PNNT NYSE PennantPark Investment |
4.36% | 4.26% | 272% | 9.11 | 9.61 | 0.28 | -21.9% | -23.3% |
| APO NYSE Apollo Global Management |
9.39% | 20.6% | 223% | 24.9 | 18.6 | 1.37 | 3.80% | -28.4% |
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 | 11.94% | 3.57% | 4.99% |
| 3 Months | 4.07% | 5.26% | 10.23% |
| 12 Months | -3.26% | 28.15% | 14.42% |
| 5 Years | 189.89% | 146.06% | 110.17% |
| Trend Score (consistency of price movement) | CSWC | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | 95.9% | 52.8% | 79.1% |
| 3 Months | 65.5% | 83.9% | 95.5% |
| 12 Months | -67.3% | 78% | 44.7% |
| 5 Years | 79% | 75.1% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
|---|---|---|---|
| 1 Month | %th90.50 | 8.08% | 6.62% |
| 3 Month | %th61.50 | -1.14% | -5.60% |
| 12 Month | %th26.50 | -24.51% | -15.46% |
| 5 Years | %th91.50 | 17.82% | 37.93% |
FAQs
Does Capital Southwest (CSWC) outperform the market?
No,
over the last 12 months CSWC made -3.26%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 28.15%.
Over the last 3 months CSWC made 4.07%, while XLF made 5.26%.
Performance Comparison CSWC vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
CSWC vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 3.7% | 7% | 2.9% | -18% |
| US NASDAQ 100 | QQQ | 4.1% | 6.6% | 1.5% | -17% |
| German DAX 40 | DAX | 4.7% | 12.5% | -8.6% | -34% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 6.4% | 7.8% | 2.5% | -21% |
| Hongkong Hang Seng | HSI | 5.6% | 4.8% | -15.6% | -40% |
| India NIFTY 50 | INDA | 4.8% | 10% | 5.6% | -3% |
| Brasil Bovespa | EWZ | 1% | 4% | -20% | -17% |
CSWC vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 3.7% | 6.2% | -1.4% | -30% |
| Consumer Discretionary | XLY | 2.6% | 9.1% | 9.8% | -22% |
| Consumer Staples | XLP | 3.4% | 12.1% | 3.5% | -13% |
| Energy | XLE | 3% | 5.8% | 7.8% | -2% |
| Financial | XLF | 3.5% | 8.4% | -0.2% | -31% |
| Health Care | XLV | 4.8% | 9.5% | 10.5% | 1% |
| Industrial | XLI | 2.8% | 7.8% | -3.9% | -27% |
| Materials | XLB | 0.6% | 6.1% | -1.3% | -10% |
| Real Estate | XLRE | 4.5% | 11.1% | 4.4% | -16% |
| Technology | XLK | 4.2% | 2.9% | -0% | -15% |
| Utilities | XLU | 5% | 12.4% | 1.7% | -26% |
| Aerospace & Defense | XAR | 3.5% | 4.4% | -15.4% | -52% |
| Biotech | XBI | 4% | 7.6% | 17% | 4% |
| Homebuilder | XHB | -1.2% | 0.3% | 9% | -9% |
| Retail | XRT | 1% | 6.4% | 8.1% | -14% |
CSWC vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | 2.8% | 3.26% | 11.4% | 4% |
| Natural Gas | UNG | 8.6% | 20.5% | 19% | 3% |
| Gold | GLD | 5.2% | 12.7% | -16.3% | -47% |
| Silver | SLV | 5.2% | 6.7% | -13.8% | -27% |
| Copper | CPER | 1.4% | 5.8% | -17.7% | -20% |
CSWC vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | 5.4% | 8.7% | 7.5% | -4% |
| iShares High Yield Corp. Bond | HYG | 5.2% | 10% | 4.9% | -14% |