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 +17.54% over the past year and +16.07% YTD, with dividends reinvested. Since Mar. 17, 1980, CSWC is up +4,414.07% in real purchasing-power return, or +8.55%/yr, and is currently −3.26% below its real total-return high on Aug. 31, 2026.

Data ending Wed Sep. 2, 2026

Growth of $10,000

Mon 1980-03-17💬 to Wed 2026-09-02 Overall
Return 		Exponential
Trendline
CSWC × 		+4,414.07%
+8.55%/yr 		+6.95%/yr
R2=0.901
Capital Southwest Corporation NASDAQ Common Stock

Growth of $10,000 Summary

Mon 1980-03-17💬 to Wed 2026-09-02 Start
Value 		End
Value
CSWC × 		$10,000.00
1980-03-17 		$451,407.05
2026-09-02

This Year’s Performance

through 2026-09-02

  YTD YoY
CSWC × 		+16.07% +17.54%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
CSWC × 		−3.26%
on 2026-09-02
from 2026-08-31 peak 		−70.08%
on 2009-03-09
from 2007-05-22 peak

Rolling Returns

Period ending Wed 2026-09-02 1 yr 2 yr 3 yr 5 yr 10 yr
CSWC × 		+17.54% +17.14%
+8.23%/yr 		+44.95%
+13.17%/yr 		+33.36%
+5.93%/yr 		+238.34%
+12.96%/yr

Annual Returns

Year CSWC
2026 (YTD) +16.07%
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 +7.92%
2013 +37.92%
2012 +22.00%
2011 −23.69%
2010 +29.79%
2009 −29.07%
2008 −8.71%
2007 −9.90%
2006 +36.07%
2005 +11.44%
2004 +22.66%
2003 +21.21%
2002 −25.69%
2001 +23.51%
2000 −14.98%
1999 −32.59%
1998 −7.47%
1997 +25.65%
1996 +37.32%
1995 +32.87%
1994 −6.36%
1993 +9.73%
1992 +33.64%
1991 +25.22%
1990 −27.67%
1989 +35.95%
1988 +13.33%
1987 −0.05%
1986 +51.73%
1985 +12.98%
1984 +9.91%
1983 +22.66%
1982 −18.52%
1981 −2.54%
1980 +36.86%