Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CSWCZ (Capital Southwest Corporation 7.75% Notes due 2028) | NA | 5.24% | NA | NA | NA | NA | NA | … | … |
Data as of 10/10/2025, Common starting date is 06/15/2023
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CSWCZ (Capital Southwest Corporation 7.75% Notes due 2028) | 06/15/2023 | 10/10/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.08 | 5.24 | NA | NA | NA | NA | NA | … | … | 4.18 | 9.02 | 2.86 |
| Sharpe Ratio | NA | 0.46 | NA | NA | NA | NA | NA | … | … | 0.53 | 0.66 | 0.33 |
| Standard Deviation(%) | NA | 4.85 | NA | NA | NA | NA | NA | … | … | 4.57 | 8.14 | 4.69 |
| Draw Down(%) | NA | 2.01 | NA | NA | NA | NA | NA | … | … | 2.01 | 2.87 | 1.87 |
| Yield(%) | 0.00 | 7.45 | 4.85 | 2.91 | 1.45 | 0.97 | 0.73 | … | … | 5.62 | 7.55 | 1.01 |
Data as of 10/10/2025, Common starting date is 06/15/2023
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CSWCZ (Capital Southwest Corporation 7.75% Notes due 2028) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CSWCZ (Capital Southwest Corporation 7.75% Notes due 2028) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart