Performance analysis of Capital Southwest (CSWCZ)
Annual Return
Over the past 3 years, CSWCZ has had an average annual return of +4.99%, underperforming the benchmark SPY, which returned +19.62% annual.
Since Jun 15, 2023, CSWCZ has had an average annual return of +5.12%, underperforming the benchmark SPY, which returned +20.03% annual.
| 2026 | 2025 | 2024 | 2023 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +0% | +4.16% | +8.97% | +2.86% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0% | +0% | +0% | +0% | +0% | +0% | +0% | ||||||
| 2025 | +1.50% | -0.16% | -0.19% | +1.06% | +0.42% | +0.32% | +1.66% | +0.14% | -0.76% | +0.12% | +4.16% | ||
| 2024 | +2.24% | +0.80% | +0.17% | +1.71% | +0.21% | +0.04% | +0.70% | +0.49% | +0.77% | +1.41% | +0.02% | +0.10% | +8.97% |
| 2023 | +0.44% | +0.04% | +0.76% | +0.99% | -0.81% | +0.24% | +1.19% | +2.86% |
Drawdown analysis of Capital Southwest (CSWCZ)
The maximum drawdown for the CSWCZ was -2.86%, occurring on Jan 4, 2024. Recovery took 43 trading sessions.
The current CSWCZ drawdown is -0.89%.
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -2.86% | Jan 3, 2024 | 1 | Jan 4, 2024 | 43 | Mar 7, 2024 | 44 |
| -2.00% | Mar 14, 2025 | 15 | Apr 4, 2025 | 18 | May 1, 2025 | 33 |
| -1.94% | Jul 18, 2024 | 12 | Aug 5, 2024 | 7 | Aug 14, 2024 | 19 |
| -1.88% | Sep 29, 2023 | 20 | Oct 27, 2023 | 27 | Dec 6, 2023 | 47 |
| -1.54% | Aug 14, 2024 | 12 | Aug 30, 2024 | 19 | Sep 27, 2024 | 31 |
| -1.34% | Jun 27, 2023 | 38 | Aug 21, 2023 | 6 | Aug 29, 2023 | 44 |
| -1.34% | Dec 19, 2024 | 3 | Dec 24, 2024 | 13 | Jan 15, 2025 | 16 |
| -1.33% | Sep 3, 2025 | 5 | Sep 10, 2025 | Ongoing | Ongoing | Ongoing |
| -1.31% | Mar 18, 2024 | 3 | Mar 21, 2024 | 15 | Apr 12, 2024 | 18 |
| -1.30% | May 22, 2024 | 13 | Jun 11, 2024 | 22 | Jul 15, 2024 | 35 |
| -1.25% | Apr 15, 2024 | 1 | Apr 16, 2024 | 9 | Apr 29, 2024 | 10 |
| -1.06% | Sep 1, 2023 | 8 | Sep 14, 2023 | 11 | Sep 29, 2023 | 19 |
| -1.03% | Sep 27, 2024 | 3 | Oct 2, 2024 | 8 | Oct 14, 2024 | 11 |
| -0.97% | May 9, 2024 | 1 | May 10, 2024 | 8 | May 22, 2024 | 9 |
| -0.90% | Jun 10, 2025 | 9 | Jun 24, 2025 | 14 | Jul 15, 2025 | 23 |
| -0.89% | Jan 23, 2025 | 7 | Feb 3, 2025 | 25 | Mar 11, 2025 | 32 |
| -0.74% | Aug 15, 2025 | 7 | Aug 26, 2025 | 5 | Sep 3, 2025 | 12 |
| -0.73% | Mar 7, 2024 | 1 | Mar 8, 2024 | 4 | Mar 14, 2024 | 5 |
| -0.70% | Aug 7, 2025 | 5 | Aug 14, 2025 | 1 | Aug 15, 2025 | 6 |
| -0.70% | May 14, 2025 | 4 | May 20, 2025 | 3 | May 23, 2025 | 7 |
| -0.67% | Jul 16, 2025 | 4 | Jul 22, 2025 | 4 | Jul 28, 2025 | 8 |
| -0.63% | Oct 31, 2024 | 7 | Nov 11, 2024 | 7 | Nov 20, 2024 | 14 |
| -0.62% | May 3, 2024 | 1 | May 6, 2024 | 3 | May 9, 2024 | 4 |
| -0.59% | May 23, 2025 | 3 | May 29, 2025 | 8 | Jun 10, 2025 | 11 |
| -0.59% | Jul 29, 2025 | 1 | Jul 30, 2025 | 4 | Aug 5, 2025 | 5 |