(CSWC) Amundi MSCI - Performance 9.3% in 12m
Compare CSWC with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
33.46%
#29 in Group
Rel. Strength
62.48%
#2994 in Universe
Total Return 12m
9.29%
#20 in Group
Total Return 5y
34.19%
#20 in Group
P/E -
(?) Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield -
(?) Percentile in Group
12m Total Return: CSWC (9.3%) vs VT (12.2%)
5y Drawdown (Underwater) Chart
Top Performers 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 |
-3.19% | 18.8% | 76.4% | - | - | - | - | - |
| CSW PA Amundi Index Solutions |
-1.33% | 14.4% | 50.6% | - | - | - | - | - |
| DBXS XETRA Xtrackers - Switzerland |
-1.39% | 12.3% | 46.3% | - | - | - | - | - |
| CSSMI SW iShares SMI (CH) |
-3.58% | 10.5% | 48.3% | - | - | - | - | - |
| CHSPI SW iShares Core SPI (CH) |
-2.53% | 9.82% | 41.2% | - | - | - | - | - |
| SW2CHB SW UBS(Lux)Fund Solutions – |
-2.78% | 10.2% | 35.4% | - | - | - | - | - |
| SW2CHA SW UBS(Lux)Fund Solutions – |
-3.98% | 8.68% | 33.2% | - | - | - | - | - |
| CSWCHF SW Amundi Index Solutions |
-4.12% | 8.4% | 32.8% | - | - | - | - | - |
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 | -3.36% | 0.59% | -0.45% |
| 3 Months | -1.80% | -2.26% | -6.29% |
| 12 Months | 9.29% | 12.19% | 13.04% |
| 5 Years | 34.19% | 91.35% | 111.82% |
| Trend Score (consistency of price movement) | CSWC | VT | S&P 500 |
| 1 Month | 2.20% | 55% | 47.5% |
| 3 Months | -41.6% | -83.1% | -87.3% |
| 12 Months | 17.9% | 58.7% | 54.3% |
| 5 Years | 54.3% | 72.6% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. VT | vs. S&P 500 |
| 1 Month | #25 | -3.59% | -2.24% |
| 3 Month | #13 | 0.84% | 5.54% |
| 12 Month | #14 | -1.04% | -1.72% |
| 5 Years | #24 | -29.6% | -36.2% |
FAQs
Does CSWC Amundi MSCI outperforms the market?
No,
over the last 12 months CSWC made 9.29%, while its related Sector, the Vanguard Total World Stock (VT) made 12.19%.
Over the last 3 months CSWC made -1.80%, while VT made -2.26%.
Over the last 3 months CSWC made -1.80%, while VT made -2.26%.
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 | -0.32% | -2.91% | 3.92% | -3.75% |
| US NASDAQ 100 | QQQ | -1.24% | -5.26% | 3.21% | -5.68% |
| US Dow Jones Industrial 30 | DIA | 0.22% | -0.51% | 4.68% | 0.02% |
| German DAX 40 | DAX | 0.04% | -3.14% | -14.2% | -15.7% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 3.33% | -0.15% | 7.62% | 4.32% |
| Hongkong Hang Seng | HSI | 0.08% | -1.84% | 3.39% | -3.64% |
| India NIFTY 50 | INDA | 2.20% | -8.24% | 4.04% | 6.39% |
| Brasil Bovespa | EWZ | 1.31% | -6.19% | -1.78% | 16.0% |
CSWC vs. Sectors CSWC is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -0.47% | -2.76% | -2.06% | -14.2% |
| Consumer Discretionary | XLY | -0.35% | -2.77% | 2.75% | -5.38% |
| Consumer Staples | XLP | 1.74% | -2.54% | -0.18% | -1.65% |
| Energy | XLE | 3.94% | 10.7% | 9.06% | 18.6% |
| Financial | XLF | 0.79% | -1.35% | -3.01% | -13.4% |
| Health Care | XLV | 2.38% | 1.31% | 9.08% | 10.5% |
| Industrial | XLI | -0.64% | -3.66% | 2.88% | -1.40% |
| Materials | XLB | 1.49% | -0.14% | 11.8% | 13.7% |
| Real Estate | XLRE | -0.21% | -2.26% | 3.76% | -9.07% |
| Technology | XLK | -1.88% | -5.79% | 6.87% | -1.15% |
| Utilities | XLU | 0.96% | -3.46% | -0.50% | -11.5% |
| Aerospace & Defense | XAR | -1.35% | -10.3% | -9.96% | -18.2% |
| Biotech | XBI | -0.16% | -8.91% | 19.2% | 14.7% |
| Homebuilder | XHB | 0.95% | -1.28% | 18.9% | 15.5% |
| Retail | XRT | 0.92% | -2.20% | 9.88% | 10.8% |