All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)

Total Real Returns

CSWC: Total Return Chart (with Dividends Reinvested)

CSWC total return snapshot: CSWC returned +29.78% over the past year and +14.76% YTD, with dividends reinvested. Since Mar. 17, 1980, CSWC is up +18,069.12% in nominal total return, or +11.82%/yr, and is currently −7.44% below its total-return high on Aug. 31, 2026.

Data ending Wed Oct. 14, 2026

Growth of $10,000

Mon 1980-03-17💬 to Wed 2026-10-14 Overall
Return
Exponential
Trendline
CSWC
×
+18,069.12%
+11.82%/yr
+9.84%/yr
R2=0.938
Capital Southwest Corporation NASDAQ Common Stock

Growth of $10,000 Summary

Mon 1980-03-17💬 to Wed 2026-10-14 Start
Value
End
Value
CSWC
×
$10,000.00
1980-03-17
$1,816,912.34
2026-10-14

This Year’s Performance

through 2026-10-14

  YTD YoY
CSWC
×
+14.76% +29.78%

Drawdowns

  Current
Drawdown
Worst
Drawdown
CSWC
×
−7.44%
on 2026-10-14
from 2026-08-31 peak
−69.40%
on 2009-03-09
from 2007-05-22 peak

Rolling Returns

Period ending Wed 2026-10-14 1 yr 2 yr 3 yr 5 yr 10 yr
CSWC
×
+29.78% +16.49%
+7.93%/yr
+48.99%
+14.21%/yr
+52.10%
+8.75%/yr
+359.02%
+16.46%/yr

Annual Returns

Year CSWC
2026 (YTD) +14.76%
2025 +14.28%
2024 +2.14%
2023 +56.10%
2022 −24.42%
2021 +57.40%
2020 −1.56%
2019 +22.80%
2018 +23.18%
2017 +9.99%
2016 +19.35%
2015 −0.26%
2014 +8.73%
2013 +40.01%
2012 +24.10%
2011 −21.44%
2010 +31.73%
2009 −27.15%
2008 −8.65%
2007 −6.21%
2006 +39.49%
2005 +15.26%
2004 +26.64%
2003 +23.48%
2002 −23.92%
2001 +25.42%
2000 −12.11%
1999 −30.78%
1998 −5.98%
1997 +27.78%
1996 +41.87%
1995 +36.35%
1994 −3.87%
1993 +12.73%
1992 +37.49%
1991 +29.03%
1990 −23.26%
1989 +42.25%
1988 +18.45%
1987 +4.38%
1986 +53.43%
1985 +17.24%
1984 +14.26%
1983 +27.28%
1982 −15.36%
1981 +6.11%
1980 +48.49%