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 +13.23% over the past year and +9.12% YTD, with dividends reinvested. Since Mar. 17, 1980, CSWC is up +4,149.45% in real purchasing-power return, or +8.44%/yr, and is currently −1.81% below its real total-return high on Apr. 17, 2026.

Data ending Thu Jul. 2, 2026

Mon 1980-03-17💬 to Thu 2026-07-02 YTD
Return
1 Year
Return
CSWC
×
+9.12%
2026-07-02
+13.23%
2026-07-02
Capital Southwest Corporation NASDAQ Common Stock

Returns

Mon 1980-03-17💬 to Thu 2026-07-02 Overall
Return
Exponential
Trendline
CSWC
×
+4,149.45%
+8.44%/yr
+6.94%/yr
(R2=0.900)
Capital Southwest Corporation NASDAQ Common Stock

Growth of $10,000

Mon 1980-03-17💬 to Thu 2026-07-02 Start
Value
End
Value
CSWC
×
$10,000.00
1980-03-17
$424,945.02
2026-07-02
Capital Southwest Corporation NASDAQ Common Stock

Annual Returns

Year CSWC
2026 (YTD) +9.12%
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 +7.90%
2013 +37.93%
2012 +21.99%
2011 −23.69%
2010 +29.79%
2009 −29.07%
2008 −8.71%
2007 −9.90%
2006 +36.08%
2005 +11.44%
2004 +22.66%
2003 +21.22%
2002 −25.69%
2001 +23.51%
2000 −14.98%
1999 −32.59%
1998 −7.47%
1997 +25.65%
1996 +37.33%
1995 +32.97%
1994 −6.36%
1993 +9.73%
1992 +33.65%
1991 +25.22%
1990 −27.67%
1989 +35.97%
1988 +13.44%
1987 −0.07%
1986 +51.75%
1985 +12.97%
1984 +9.93%
1983 +22.61%
1982 −18.50%
1981 −2.57%
1980 +36.85%

Drawdowns

Mon 1980-03-17💬 to Thu 2026-07-02 Current
Drawdown
Worst
Drawdown
CSWC
×
−1.81%
from 2026-04-17 peak
−70.08%
2009-03-09
from 2007-05-22 peak
Capital Southwest Corporation NASDAQ Common Stock

Rolling Returns

Period ending Thu 2026-07-02 1
Year
2
Years
3
Years
5
Years
10
Years
CSWC
×
+13.23% +4.75%
+2.35%/yr
+52.23%
+15.04%/yr
+34.83%
+6.16%/yr
+238.72%
+12.98%/yr
Capital Southwest Corporation NASDAQ Common Stock