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 +23.65% over the past year and +10.97% YTD, with dividends reinvested. Since Mar. 17, 1980, CSWC is up +4,181.08% in real purchasing-power return, or +8.39%/yr, and is currently −7.47% below its real total-return high on Aug. 31, 2026.

Data ending Mon Nov. 2, 2026

Growth of $10,000

Mon 1980-03-17💬 to Mon 2026-11-02 Overall
Return 		Exponential
Trendline
CSWC × 		+4,181.08%
+8.39%/yr 		+6.94%/yr
R2=0.900
Capital Southwest Corporation NASDAQ Common Stock

Growth of $10,000 Summary

Mon 1980-03-17💬 to Mon 2026-11-02 Start
Value 		End
Value
CSWC × 		$10,000.00
1980-03-17 		$428,108.36
2026-11-02

This Year’s Performance

through 2026-11-02

  YTD YoY
CSWC × 		+10.97% +23.65%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
CSWC × 		−7.47%
on 2026-11-02
from 2026-08-31 peak 		−70.03%
on 2009-03-09
from 2007-05-22 peak

Rolling Returns

Period ending Mon 2026-11-02 1 yr 2 yr 3 yr 5 yr 10 yr
CSWC × 		+23.65% +15.63%
+7.53%/yr 		+38.61%
+11.50%/yr 		+31.92%
+5.70%/yr 		+235.23%
+12.86%/yr

Annual Returns

Year CSWC
2026 (YTD) +10.97%
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 +38.32%
2012 +20.09%
2011 −23.70%
2010 +29.78%
2009 −29.07%
2008 −8.55%
2007 −9.90%
2006 +36.07%
2005 +11.44%
2004 +22.65%
2003 +21.20%
2002 −25.69%
2001 +23.50%
2000 −14.99%
1999 −32.59%
1998 −7.47%
1997 +25.64%
1996 +37.31%
1995 +32.96%
1994 −6.38%
1993 +9.71%
1992 +33.63%
1991 +25.19%
1990 −27.69%
1989 +36.63%
1988 +13.42%
1987 −0.06%
1986 +51.68%
1985 +12.89%
1984 +9.93%
1983 +22.61%
1982 −18.50%
1981 −2.57%
1980 +36.85%