(CSWC) Amundi MSCI - Performance 3.3% in 12m
Compare CSWC with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
31.04%
#28 in Group
Rel. Strength
51.17%
#3900 in Universe
Total Return 12m
3.31%
#23 in Group
Total Return 5y
24.93%
#22 in Group
P/E -
(?) Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield -
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12m Total Return: CSWC (3.3%) vs VT (5.4%)
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 |
-7.71% | 12.3% | 67.9% | - | - | - | - | - |
| 540J XETRA Amundi Index Solutions |
-7.54% | 7.7% | 41.2% | - | - | - | - | - |
| CSW PA Amundi Index Solutions |
-7.59% | 7.86% | 41.5% | - | - | - | - | - |
| DBXS XETRA Xtrackers - Switzerland |
-7.59% | 6.35% | 36.8% | - | - | - | - | - |
| CSSMI SW iShares SMI (CH) |
-10.1% | 4.32% | 38.9% | - | - | - | - | - |
| CHSPI SW iShares Core SPI (CH) |
-8.88% | 4% | 31.3% | - | - | - | - | - |
| SW2CHA SW UBS(Lux)Fund Solutions – |
-9.73% | 3.59% | 25.6% | - | - | - | - | - |
| SW2CHB SW UBS(Lux)Fund Solutions – |
-9.74% | 3.38% | 25.1% | - | - | - | - | - |
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 | -9.87% | -6.92% | -8.88% |
| 3 Months | -3.19% | -9.19% | -14.53% |
| 12 Months | 3.31% | 5.36% | 4.14% |
| 5 Years | 24.93% | 82.05% | 98.04% |
| Trend Score (consistency of price movement) | CSWC | VT | S&P 500 |
| 1 Month | -82.3% | -75.3% | -74.2% |
| 3 Months | -4.20% | -84.7% | -89.4% |
| 12 Months | 24.4% | 65.8% | 64% |
| 5 Years | 54.6% | 72.5% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. VT | vs. S&P 500 |
| 1 Month | #23 | -4.66% | -3.43% |
| 3 Month | #15 | 4.95% | 10.6% |
| 12 Month | #16 | -3.47% | -3.16% |
| 5 Years | #28 | -32.4% | -38.4% |
FAQs
Does CSWC Amundi MSCI outperforms the market?
No,
over the last 12 months CSWC made 3.31%, while its related Sector, the Vanguard Total World Stock (VT) made 5.36%.
Over the last 3 months CSWC made -3.19%, while VT made -9.19%.
Over the last 3 months CSWC made -3.19%, while VT made -9.19%.
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 | 6.30% | -0.99% | 7.15% | -0.83% |
| US NASDAQ 100 | QQQ | 6.95% | -0.08% | 8.07% | -0.73% |
| US Dow Jones Industrial 30 | DIA | 7.44% | -0.86% | 6.19% | 1.89% |
| German DAX 40 | DAX | 0.50% | -2.52% | -13.0% | -14.7% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 1.15% | -6.31% | 1.31% | -4.50% |
| Hongkong Hang Seng | HSI | 1.50% | -1.69% | 2.36% | -10.6% |
| India NIFTY 50 | INDA | -2.24% | -12.8% | 0.74% | 0.43% |
| Brasil Bovespa | EWZ | 0.86% | -4.71% | 2.17% | 15.5% |
CSWC vs. Sectors CSWC is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 5.65% | -0.49% | -1.82% | -8.75% |
| Consumer Discretionary | XLY | 6.78% | -1.51% | 4.18% | -3.46% |
| Consumer Staples | XLP | 2.39% | -12.6% | -4.96% | -7.40% |
| Energy | XLE | 1.37% | 3.67% | 6.21% | 17.6% |
| Financial | XLF | 4.80% | -2.50% | -1.64% | -10.1% |
| Health Care | XLV | 5.93% | -0.65% | 7.42% | 6.73% |
| Industrial | XLI | 5.16% | -2.77% | 6.78% | 0.90% |
| Materials | XLB | 4.01% | -3.00% | 12.9% | 12.3% |
| Real Estate | XLRE | 2.05% | -5.90% | 3.81% | -10.0% |
| Technology | XLK | 7.76% | 2.17% | 14.5% | 5.92% |
| Utilities | XLU | 3.89% | -6.97% | 1.31% | -15.2% |
| Aerospace & Defense | XAR | 4.57% | -6.72% | -1.70% | -17.2% |
| Biotech | XBI | 2.97% | 3.45% | 18.8% | 13.0% |
| Homebuilder | XHB | 4.89% | -1.33% | 22.4% | 14.7% |
| Retail | XRT | 3.30% | -5.17% | 9.81% | 10.0% |