Performance analysis of Capital Southwest (CSWC)
Annual Return
Over the past 3 years, CSWC has had an average annual return of +21.59%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, CSWC has had an average annual return of +9.34%, underperforming the benchmark SPY, which returned +14% annual.
Over the past 10 years, CSWC has had an average annual return of +17.25%, outperforming the benchmark SPY, which returned +15.53% annual.
Since Nov 1, 1999, CSWC has had an average annual return of +10.88%, outperforming the benchmark SPY, which returned +8.59% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +11.40% | +14.23% | +2.23% | +56% | -24.53% | +57.63% | -1.94% | +22.67% | +29.51% | +10.02% | +19.34% | +1.09% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +9.33% | +44.08% | +48.52% | -20.73% | +32.80% | -26.35% | -5.88% | -5.77% | +40.24% | +16.07% | +27.62% | +24.69% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| -23.06% | +26.63% | -11.80% | -12.71% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +6.69% | -5.91% | +2.34% | +9.37% | -2.46% | +1.64% | +11.40% | ||||||
| 2025 | +3.16% | +3.47% | -1.34% | -8.69% | +2.16% | +9.14% | +4.42% | +1.48% | -3.71% | -6.16% | +6.89% | +4.11% | +14.23% |
| 2024 | +3.63% | -1.79% | +6.23% | +3.45% | -0.93% | +4.53% | -1.61% | -1.32% | +2.41% | -4.39% | -2.56% | -4.70% | +2.23% |
| 2023 | +15.85% | -5.15% | -2.15% | +1.97% | +0.94% | +11.08% | +5.43% | +6.11% | +6.74% | -5.50% | +4.07% | +8.08% | +56% |
| 2022 | -1.50% | -1.61% | -1.16% | -2.19% | -3.71% | -14.82% | +8.47% | -2.40% | -10.74% | +11.28% | -3.77% | -2.94% | -24.53% |
| 2021 | +2.54% | +20.33% | +3.58% | +10.47% | +9.89% | -11.93% | +7.06% | +5.35% | -1.91% | +12.11% | -4.25% | -2.85% | +57.63% |
| 2020 | +0.96% | -13.23% | -34.85% | +18.83% | +3.02% | -0.15% | -1.26% | +10.89% | -1.41% | -5.48% | +30.12% | +5.86% | -1.94% |
| 2019 | +10.46% | +2.17% | -0.83% | +2.19% | +0.33% | -0.67% | +0.24% | +1.52% | +4.64% | +1.83% | -0.45% | -0.29% | +22.67% |
| 2018 | -2.11% | +6.17% | +0.56% | -0.18% | +0.06% | +11.69% | +2.26% | +4.21% | +0.64% | +0.11% | +4.89% | -1.37% | +29.51% |
| 2017 | +2.97% | -1.02% | +5.64% | -4.08% | -2.53% | +3.04% | +3.79% | -0.24% | +4.41% | +1.11% | -1.85% | -1.13% | +10.02% |
Drawdown analysis of Capital Southwest (CSWC)
The maximum drawdown for the CSWC was -68.36%, occurring on Mar 9, 2009. Recovery took 1062 trading sessions.
The current CSWC drawdown is -2.08%.
Since Nov 1, 1999 CSWC has experienced the following drawdowns:
- 50% or more: 2 times
- 40% or more: 3 times
- 30% or more: 5 times
- 20% or more: 7 times
- 10% or more: 15 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -68.36% | May 22, 2007 | 452 | Mar 9, 2009 | 1062 | May 28, 2013 | 1514 |
| -61.25% | Jan 22, 2020 | 39 | Mar 18, 2020 | 221 | Feb 2, 2021 | 260 |
| -42.36% | May 31, 2002 | 196 | Mar 12, 2003 | 269 | Apr 5, 2004 | 465 |
| -37.14% | Nov 12, 1999 | 82 | Mar 13, 2000 | 518 | Apr 9, 2002 | 600 |
| -33.55% | Oct 25, 2021 | 240 | Oct 7, 2022 | 236 | Sep 18, 2023 | 476 |
| -28.70% | May 19, 2015 | 185 | Feb 11, 2016 | 413 | Oct 2, 2017 | 598 |
| -27.79% | Jul 11, 2024 | 186 | Apr 8, 2025 | 189 | Jan 8, 2026 | 375 |
| -18.91% | Dec 7, 2006 | 19 | Jan 8, 2007 | 50 | Mar 21, 2007 | 69 |
| -16.17% | Jul 12, 2013 | 58 | Oct 3, 2013 | 186 | Jul 1, 2014 | 244 |
| -15.28% | Dec 12, 2018 | 6 | Dec 20, 2018 | 11 | Jan 8, 2019 | 17 |
| -15.01% | Sep 2, 2014 | 29 | Oct 13, 2014 | 47 | Dec 18, 2014 | 76 |
| -14.99% | Jun 8, 2021 | 16 | Jun 30, 2021 | 46 | Sep 3, 2021 | 62 |
| -14.20% | Jun 17, 2004 | 26 | Jul 26, 2004 | 206 | May 18, 2005 | 232 |
| -12.34% | Jul 12, 2005 | 36 | Aug 31, 2005 | 94 | Jan 17, 2006 | 130 |
| -11.17% | Oct 12, 2017 | 78 | Feb 5, 2018 | 22 | Mar 8, 2018 | 100 |
| -9.92% | Apr 12, 2004 | 16 | May 4, 2004 | 30 | Jun 17, 2004 | 46 |
| -9.72% | Sep 28, 2023 | 21 | Oct 27, 2023 | 29 | Dec 8, 2023 | 50 |
| -9.08% | Jan 30, 2024 | 11 | Feb 14, 2024 | 37 | Apr 9, 2024 | 48 |
| -8.76% | Apr 29, 2021 | 9 | May 12, 2021 | 7 | May 21, 2021 | 16 |
| -8.26% | Jul 2, 2014 | 27 | Aug 11, 2014 | 15 | Sep 2, 2014 | 42 |
| -8.03% | Jan 15, 2026 | 40 | Mar 16, 2026 | 20 | Apr 14, 2026 | 60 |
| -7.74% | Aug 13, 2019 | 12 | Aug 29, 2019 | 37 | Oct 22, 2019 | 49 |
| -7.68% | Mar 5, 2015 | 18 | Mar 31, 2015 | 32 | May 15, 2015 | 50 |
| -7.45% | Oct 23, 2019 | 11 | Nov 7, 2019 | 29 | Dec 19, 2019 | 40 |
| -7.19% | Sep 9, 2021 | 15 | Sep 30, 2021 | 9 | Oct 13, 2021 | 24 |