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CSWC
$22.79+1.70%
as of close, Oct 27, 2026
☾ AH $22.79 +1.70%
Capital Southwest CorporationStock · Financials
PeersJPMVBRK-BBACHOODGS
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CSWC return calculator

Your investment#

How much
$
All at once, on the start date
Pick start & end dates10 years
Key datesStart at a well-known dateRecentMarket topsMarket bottomsEvents
Bought at that day's close
Key datesEnd at a well-known dateMarket topsMarket bottomsEvents
Latest close, Oct 27, 2026

Or drag the slider to set start and end dates

1980 to today, log scale
2008 crisisCovid
1990Oct 2016 – Today
Options

Result#

$1,000Oct 27, 2016$4,759Oct 27, 20264.8× 

$1,000 invested in CSWC on October 27, 2016 was worth $4,759 on October 27, 2026, with dividends reinvested.

That’s 16.9% a year compounded (CAGR) over 10 years: 4.8 times your money.

Over the same dates the same $1,000 would be worth $4,228 in the S&P 500 and $6,559 in the Nasdaq-100: CSWC beat the S&P 500 but trailed the Nasdaq-100.

Price only$1,580if dividends were spent
Biggest fall−61.2%Jan 22 to Mar 18, 2020
At a flat 5% a year$1,629a savings account's rate
Gain$3,759on $1,000 put in

How this period ranks#

Better than 76% of all 440 periods of 10 years since 1980.

Your dates
−40%0%110%
Worst: −1.8% a year, Feb 1999 to Feb 2009Best: 23.4% a year, Apr 1986 to Apr 1996
One scale for every length, so longer periods bunch up. Point at a bar.

Growth of $1,000 in CSWC, October 27, 2016 to October 27, 2026#

Your $1,000$Your buySame plan in the S&P 500A low
Lowest value$797 · Mar 2020$
$0$1,000$2,000$3,000$4,000$4,759
20182020202220242026

How far CSWC was below its previous high. The biggest fall: −61.2% from Jan 22, 2020 to Mar 18, 2020, back to the high by Feb 2, 2021.

−61.2% from its high
high−61%

Your one buy. $1,000 on October 27, 2016, worth $4,759 on October 27, 2026. Pick Monthly or Yearly to see a plan's buys.

4.8×paid

What $1,000 would be worth on October 27, 2026, by start date#

Each point is the same amount invested that day and held to October 27, 2026, dividends reinvested. Above the line it made money.

Your start
$1,000$3,000$10k$30k$100k
1990200020102020

$1,000 invested in CSWC, by year#

Started on each year's first close and held to Oct 27, 2026, dividends reinvested.

StartedWorth Oct 27, 2026MultipleA year (CAGR)
2017$4,1544.2×15.6%
2018$3,7423.7×16.1%
2019$2,8732.9×14.5%
2020$2,3972.4×13.7%
2021$2,4302.4×16.5%
2022$1,5391.5×9.4%
2023$2,0242.0×20.3%
2024$1,3131.3×10.2%
2025$1,2681.3×14.0%
2026$1,1191.1×—

Methodology#

A buy is made at the start date's close, or the next session's when the market was closed that day, and valued at the end date's close; a monthly or yearly plan buys on the same day of each month or year. "Dividends reinvested" uses split- and dividend-adjusted closes (a standard total-return approximation; taxes and fees excluded). "Price-only" uses split-adjusted closes. CSWC data begins March 19, 1980; values as of October 27, 2026 and refresh daily. The ranking compares month-end to month-end periods. Past performance does not predict future returns; not investment advice.

See the live CSWC chart and fundamentals on the CSWC quote page or the S&P 500 return calculator.

FAQ#

How much would $1,000 invested in CSWC be worth today?
$1,000 invested in CSWC on October 27, 2016 would be worth $4,759 on October 27, 2026, with dividends reinvested — 16.9% a year compounded (CAGR).
How far back does the CSWC calculator go?
CSWC data begins March 19, 1980, with a close every session. Pick any start and end date in that span — 46 years, 7 months of history.
Does this include dividends?
Yes. The default "dividends reinvested" view uses split- and dividend-adjusted closing prices — a standard total-return approximation that excludes taxes and fees. A price-only view (split-adjusted, no dividends) is also available.