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 +21.24% over the past year and +7.70% YTD, with dividends reinvested. Since Mar. 17, 1980, CSWC is up +4,008.93% in real purchasing-power return, or +8.37%/yr, and is currently −3.10% below its real total-return high on Apr. 17, 2026.

Mon 1980-03-17💬 to Tue 2026-06-09 YTD
Return
1 Year
Return
CSWC
×
+7.70%
2026-06-09
+21.24%
2026-06-09
Capital Southwest Corporation NASDAQ Common Stock

Returns

Mon 1980-03-17💬 to Tue 2026-06-09 Overall
Return
Exponential
Trendline
CSWC
×
+4,008.93%
+8.37%/yr
+6.88%/yr
(R2=0.897)
Capital Southwest Corporation NASDAQ Common Stock

Growth of $10,000

Mon 1980-03-17💬 to Tue 2026-06-09 Start
Value
End
Value
CSWC
×
$10,000.00
1980-03-17
$410,893.21
2026-06-09
Capital Southwest Corporation NASDAQ Common Stock

Annual Returns

Year CSWC
2026 (YTD) +7.70%
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 +20.09%
2011 −23.70%
2010 +29.79%
2009 −29.08%
2008 −8.73%
2007 −9.90%
2006 +36.07%
2005 +11.44%
2004 +22.66%
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 +32.87%
1994 −6.38%
1993 +9.71%
1992 +33.63%
1991 +25.20%
1990 −27.69%
1989 +35.95%
1988 +13.34%
1987 −0.07%
1986 +51.66%
1985 +12.88%
1984 +9.96%
1983 +22.58%
1982 −18.48%
1981 −2.57%
1980 +36.89%

Drawdowns

Mon 1980-03-17💬 to Tue 2026-06-09 Current
Drawdown
Worst
Drawdown
CSWC
×
−3.10%
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 Tue 2026-06-09 1
Year
2
Years
3
Years
5
Years
10
Years
CSWC
×
+21.24% +7.73%
+3.79%/yr
+53.37%
+15.32%/yr
+21.94%
+4.05%/yr
+237.89%
+12.95%/yr
Capital Southwest Corporation NASDAQ Common Stock