(CSWC) Amundi MSCI - Performance -0% in 12m
CSWC performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
32.33%
#25 in Peer-Group
Rel. Strength
41.20%
#4530 in Stock-Universe
Total Return 12m
-0.04%
#24 in Peer-Group
Total Return 5y
21.16%
#24 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | CHF |
|---|---|
| 52 Week High | 11.64 CHF |
| 52 Week Low | 9.72 CHF |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 38.03 |
| Buy/Sell Signal +-5 | 0.16 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: CSWC (-0%) vs VT (14.4%)
5y Drawdown (Underwater) Chart
Top Performer in Switzerland Equity
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 |
|---|---|---|---|---|---|---|---|---|
| CHDVD SW iShares Swiss Dividend |
0.25% | 5.91% | 55.8% | - | - | - | - | - |
| CSW PA Amundi Index Solutions |
0.52% | 3.65% | 39.4% | - | - | - | - | - |
| SLICHA SW UBS (CH) – SLI (CHF) |
1.1% | 2.44% | 41% | - | - | - | - | - |
| CSSMI SW iShares SMI (CH) |
-0.53% | -0.13% | 32.8% | - | - | - | - | - |
| SMICHA SW UBS (CH) – SMI (CHF) |
-0.37% | -0.35% | 30.1% | - | - | - | - | - |
| CHSPI SW iShares Core SPI (CH) |
0.48% | 1.94% | 28.4% | - | - | - | - | - |
| SWICHA SW UBS (CH) – MSCI |
0.12% | 0.72% | 22.9% | - | - | - | - | - |
| SW2CHB SW UBS(Lux)Fund Solutions – |
- | 0.04% | 21.7% | - | - | - | - | - |
Performance Comparison: CSWC vs VT vs S&P 500
VT (Vanguard Total World Stock ETF) is the Sector Benchmark for CSWC
| Total Return (including Dividends) | CSWC | VT | S&P 500 |
|---|---|---|---|
| 1 Month | 0.02% | 4.65% | 5.42% |
| 3 Months | 4.74% | 17.47% | 19.66% |
| 12 Months | -0.04% | 14.40% | 14.17% |
| 5 Years | 21.16% | 82.33% | 107.98% |
| Trend Stabilty (consistency of price movement) | CSWC | VT | S&P 500 |
|---|---|---|---|
| 1 Month | 55.1% | 89.2% | 91.9% |
| 3 Months | -7.8% | 97.7% | 97.6% |
| 12 Months | 37.6% | 62.3% | 47.9% |
| 5 Years | 56% | 72.5% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. VT | vs. S&P 500 |
|---|---|---|---|
| 1 Month | %th25.00 | -4.42% | -5.12% |
| 3 Month | %th32.14 | -10.84% | -12.47% |
| 12 Month | %th35.71 | -12.62% | -12.45% |
| 5 Years | %th10.71 | -33.55% | -41.74% |
FAQs
Does Amundi MSCI (CSWC) outperform the market?
No,
over the last 12 months CSWC made -0.04%, while its related Sector, the Vanguard Total World Stock (VT) made 14.40%.
Over the last 3 months CSWC made 4.74%, while VT made 17.47%.
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 | -1.5% | -5.4% | -3.3% | -14% |
| US NASDAQ 100 | QQQ | -2.3% | -6.3% | -5.5% | -17% |
| German DAX 40 | DAX | -0.8% | -4% | -13.7% | -32% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -2% | -6.1% | -7.1% | -19% |
| Hongkong Hang Seng | HSI | -2.7% | -4.5% | -23.8% | -35% |
| India NIFTY 50 | INDA | -0.7% | -2.2% | -5.1% | 3% |
| Brasil Bovespa | EWZ | -1% | 1.5% | -17.4% | -2% |
CSWC vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -1.1% | -3.4% | -7.7% | -26% |
| Consumer Discretionary | XLY | -0.6% | -4.9% | 5.9% | -16% |
| Consumer Staples | XLP | -1.1% | -1.4% | -3.9% | -6% |
| Energy | XLE | 1.2% | 1.5% | 8.7% | 4% |
| Financial | XLF | -0.8% | -4.9% | -2.9% | -22% |
| Health Care | XLV | 1.5% | 0.1% | 6.9% | 10% |
| Industrial | XLI | -1.8% | -6.8% | -8.5% | -22% |
| Materials | XLB | 1.3% | -3.7% | -0.5% | 0% |
| Real Estate | XLRE | -1.4% | -0.8% | -0.7% | -5% |
| Technology | XLK | -2.7% | -8.3% | -9.5% | -17% |
| Utilities | XLU | -0.9% | -3.2% | -3.5% | -21% |
| Aerospace & Defense | XAR | -7.4% | -12.8% | -27% | -52% |
| Biotech | XBI | -0.9% | -7.3% | 2.2% | 12% |
| Homebuilder | XHB | 2.3% | -10.1% | 9.5% | 8% |
| Retail | XRT | 0.7% | -4.5% | 0.5% | -3% |
CSWC vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -2.2% | 7.48% | 10.1% | 5% |
| Natural Gas | UNG | -7.6% | 10.7% | 16.8% | -14% |
| Gold | GLD | -1.6% | 1.4% | -21% | -35% |
| Silver | SLV | -3.8% | -2.7% | -23.1% | -25% |
| Copper | CPER | 0.7% | -14% | -22.9% | -25% |
CSWC vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | 1% | 1.3% | 2.7% | 6% |
| iShares High Yield Corp. Bond | HYG | -1.2% | -1.4% | -1.4% | -9% |