All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

CSWC: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

CSWC real return snapshot: after CPI-U inflation, CSWC returned +19.11% over the past year and +17.76% YTD, with dividends reinvested. Since Mar. 17, 1980, CSWC is up +4,441.91% in real purchasing-power return, or +8.57%/yr, and is currently at its real total-return high.

Data ending Thu Aug. 13, 2026

Growth of $10,000

Mon 1980-03-17💬 to Thu 2026-08-13 Overall
Return 		Exponential
Trendline
CSWC × 		+4,441.91%
+8.57%/yr 		+6.92%/yr
R2=0.899
Capital Southwest Corporation NASDAQ Common Stock

Growth of $10,000 Summary

Mon 1980-03-17💬 to Thu 2026-08-13 Start
Value 		End
Value
CSWC × 		$10,000.00
1980-03-17 		$454,191.16
2026-08-13

This Year’s Performance

through 2026-08-13

  YTD YoY
CSWC × 		+17.76% +19.11%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
CSWC × 		—
on 2026-08-13 		−70.02%
on 2009-03-09
from 2007-05-22 peak

Rolling Returns

Period ending Thu 2026-08-13 1 yr 2 yr 3 yr 5 yr 10 yr
CSWC × 		+19.11% +26.01%
+12.25%/yr 		+47.63%
+13.87%/yr 		+37.76%
+6.62%/yr 		+251.28%
+13.39%/yr

Annual Returns

Year CSWC
2026 (YTD) +17.76%
2025 +11.30%
2024 −0.72%
2023 +51.04%
2022 −29.01%
2021 +47.05%
2020 −2.88%
2019 +20.06%
2018 +20.87%
2017 +7.72%
2016 +16.93%
2015 −0.99%
2014 +7.91%
2013 +38.22%
2012 +20.10%
2011 −23.69%
2010 +29.79%
2009 −29.07%
2008 −8.54%
2007 −9.89%
2006 +36.07%
2005 +11.44%
2004 +22.66%
2003 +21.21%
2002 −25.68%
2001 +23.51%
2000 −14.98%
1999 −32.58%
1998 −7.46%
1997 +25.65%
1996 +37.33%
1995 +32.86%
1994 −6.36%
1993 +9.73%
1992 +33.64%
1991 +25.22%
1990 −27.67%
1989 +36.63%
1988 +13.33%
1987 −0.09%
1986 +51.69%
1985 +12.90%
1984 +9.96%
1983 +22.57%
1982 −18.48%
1981 −2.58%
1980 +36.85%