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 +9.08% over the past year and +9.23% YTD, with dividends reinvested. Since Mar. 17, 1980, CSWC is up +4,078.03% in real purchasing-power return, or +8.39%/yr, and is currently −3.56% below its real total-return high on Jul. 17, 2026.

Data ending Fri Jul. 24, 2026

Growth of $10,000

Mon 1980-03-17💬 to Fri 2026-07-24 Overall
Return 		Exponential
Trendline
CSWC × 		+4,078.03%
+8.39%/yr 		+6.89%/yr
R2=0.898
Capital Southwest Corporation NASDAQ Common Stock

Growth of $10,000 Summary

Mon 1980-03-17💬 to Fri 2026-07-24 Start
Value 		End
Value
CSWC × 		$10,000.00
1980-03-17 		$417,802.50
2026-07-24

This Year’s Performance

through 2026-07-24

  YTD YoY
CSWC × 		+9.23% +9.08%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
CSWC × 		−3.56%
on 2026-07-24
from 2026-07-17 peak 		−70.08%
on 2009-03-09
from 2007-05-22 peak

Rolling Returns

Period ending Fri 2026-07-24 1 yr 2 yr 3 yr 5 yr 10 yr
CSWC × 		+9.08% +9.17%
+4.48%/yr 		+42.08%
+12.42%/yr 		+34.28%
+6.07%/yr 		+234.37%
+12.83%/yr

Annual Returns

Year CSWC
2026 (YTD) +9.23%
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 −0.98%
2014 +7.93%
2013 +38.03%
2012 +20.10%
2011 −23.70%
2010 +29.79%
2009 −29.08%
2008 −8.73%
2007 −9.90%
2006 +36.07%
2005 +11.44%
2004 +22.65%
2003 +21.20%
2002 −25.69%
2001 +23.51%
2000 −14.99%
1999 −32.59%
1998 −7.47%
1997 +25.64%
1996 +37.31%
1995 +32.97%
1994 −6.38%
1993 +9.71%
1992 +33.63%
1991 +25.20%
1990 −27.69%
1989 +35.95%
1988 +13.45%
1987 −0.08%
1986 +51.68%
1985 +12.87%
1984 +9.97%
1983 +22.56%
1982 −18.49%
1981 −2.53%
1980 +36.83%