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 +19.90% over the past year and +7.32% YTD, with dividends reinvested. Since Mar. 17, 1980, CSWC is up +4,121.55% in real purchasing-power return, or +8.43%/yr, and is currently −3.44% below its real total-return high on Apr. 17, 2026.

Data ending Fri Jun. 12, 2026

Mon 1980-03-17💬 to Fri 2026-06-12 YTD
Return
1 Year
Return
CSWC
×
+7.32%
2026-06-12
+19.90%
2026-06-12
Capital Southwest Corporation NASDAQ Common Stock

Returns

Mon 1980-03-17💬 to Fri 2026-06-12 Overall
Return
Exponential
Trendline
CSWC
×
+4,121.55%
+8.43%/yr
+6.97%/yr
(R2=0.900)
Capital Southwest Corporation NASDAQ Common Stock

Growth of $10,000

Mon 1980-03-17💬 to Fri 2026-06-12 Start
Value
End
Value
CSWC
×
$10,000.00
1980-03-17
$422,154.52
2026-06-12
Capital Southwest Corporation NASDAQ Common Stock

Annual Returns

Year CSWC
2026 (YTD) +7.32%
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 −0.96%
2014 +7.98%
2013 +38.05%
2012 +20.35%
2011 −23.64%
2010 +29.88%
2009 −29.00%
2008 −8.64%
2007 −9.86%
2006 +36.13%
2005 +11.51%
2004 +22.74%
2003 +21.32%
2002 −25.62%
2001 +23.61%
2000 −14.91%
1999 −32.54%
1998 −7.41%
1997 +25.73%
1996 +37.43%
1995 +33.02%
1994 −6.23%
1993 +9.88%
1992 +33.86%
1991 +25.51%
1990 −27.51%
1989 +36.13%
1988 +13.50%
1987 −0.07%
1986 +51.68%
1985 +12.91%
1984 +9.92%
1983 +22.64%
1982 −18.48%
1981 −2.58%
1980 +36.88%

Drawdowns

Mon 1980-03-17💬 to Fri 2026-06-12 Current
Drawdown
Worst
Drawdown
CSWC
×
−3.44%
from 2026-04-17 peak
−70.04%
2009-03-09
from 2007-05-22 peak
Capital Southwest Corporation NASDAQ Common Stock

Rolling Returns

Period ending Fri 2026-06-12 1
Year
2
Years
3
Years
5
Years
10
Years
CSWC
×
+19.90% +7.48%
+3.67%/yr
+52.89%
+15.20%/yr
+21.59%
+3.99%/yr
+238.21%
+12.96%/yr
Capital Southwest Corporation NASDAQ Common Stock