Capital Southwest Corporation trailing returns
Capital Southwest Corporation's 10-year return is +16.9% a year (CAGR) (+375.9% cumulative). How Capital Southwest Corporation (CSWC) has performed over the last day, week, month and year, over 5, 10, 20 and 30 years, and since inception, through October 27, 2026 — price return and dividends side by side, with the worst drop inside each window.
Trailing returns by period#
To 2026-10-27. Price return + dividends = total return. Per year (CAGR) for windows of a year or more, with the cumulative total return beneath. Worst drop: the deepest fall in the price from a high inside the window, and when it bottomed.
| Period | Price | DivsDividends | Total | Worst drop |
|---|---|---|---|---|
| 1 day | +1.7% | +0.0% | +1.7% | — |
| 5 days | +1.8% | +0.0% | +1.8% | -0.1%Oct 21 |
| 1 month | -1.5% | +0.8% | -0.6% | -5.8%Oct 21 |
| YTD | +2.9% | +9.7% | +12.6% | -12.5%Oct 21 |
| 1 year | +9.2% | +12.8% | +22.0% | -12.5%Oct 2026 |
| 5 years | -3.9% | +11.8% | +7.9%+46.2% | -40.7%Oct 2022 |
| 10 years | +4.7% | +12.2% | +16.9%+375.9% | -64.9%Mar 2020 |
| 20 years | +3.7% | +6.0% | +9.7%+541.4% | -69.4%Mar 2009 |
| 30 years | +4.4% | +4.2% | +8.6%+1084.7% | -69.4%Mar 2009 |
| Since inception (1980) | +9.2% | +3.3% | +12.5%+24458.2% | -69.4%Mar 2009 |
Growth of CSWC#
Actual level with dividends reinvested (solid); dashed lines are each window's constant-rate path from start to today.
- 5 years+7.9%/year · +46.2%
- 10 years+16.9%/year · +375.9%
- 20 years+9.7%/year · +541.4%
- 30 years+8.6%/year · +1084.7%
- Since inception (1980)+12.5%/year · +24458.2%
Methodology#
Trailing returns measure from the closest close about N years before the latest close (2026-10-27). Cumulative return is the total change over the window; annualized return is the compound annual growth rate (CAGR), shown for windows of a year or more. Price return is the change in CSWC's closing price; total return reinvests dividends (from its split- and dividend-adjusted closes); the dividends column is the difference between the two. The worst drop is the largest fall in the closing price from a high to a later low inside the window, the way a drawdown is usually quoted. See the year-by-year returns for the calendar breakdown. Past performance does not predict future returns; not investment advice.
FAQ#
- What is Capital Southwest Corporation's 10-year return?
- Over the last 10 years, Capital Southwest Corporation (CSWC) returned about +16.9% a year annualized (+375.9% cumulative total return).
- What is Capital Southwest Corporation's 20-year annualized return?
- Over the last 20 years, Capital Southwest Corporation (CSWC) compounded at about +9.7% a year (+541.4% cumulative).
- What is Capital Southwest Corporation's 30-year annualized return?
- Over the last 30 years, Capital Southwest Corporation (CSWC) compounded at about +8.6% a year (+1084.7% cumulative).
- What is Capital Southwest Corporation's return since inception?
- Since 1980, Capital Southwest Corporation (CSWC) has compounded at about +12.5% a year — +24458.2% in total.