Capital Southwest Corporation (CSWC)

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Capital Southwest Corporation (CSWC) is up 10.7% since the beginning of the year. At $23 per share, CSWC is trading 5.0% below its 52-week high of $24. Investors who bought $1,000 worth of CSWC shares 5 years ago would now be looking at an investment worth $1,622.

Capital Southwest Corporation (CSWC) has returned 10.72% so far this year and 22.41% over the past 12 months. Looking at the last ten years, CSWC has achieved an annualized return of 17.03%, outperforming the S&P 500 Index benchmark, which averaged 13.88% per year.

Based on dividend-adjusted daily data since Mar 27, 1990, CSWC's average daily return is +0.06%, while the average monthly return is +1.19%. At this rate, an investment would double in approximately 4.9 years.

Historically, 60% of months were positive and 40% were negative. The best month was Dec 2008 with a return of +37.2%, while the worst month was Mar 2020 at -34.7%. The longest winning streak lasted 9 consecutive months, and the longest losing streak was 8 months.

On a daily basis, CSWC closed higher 46% of trading days. The best single day was Mar 10, 2009 with a return of +21.1%, while the worst single day was Mar 12, 2020 at -18.9%.

Capital Southwest Corporation has an annualized alpha of 9.79%, beta of 0.66, and R2 of 0.15 versus S&P 500 Index. Calculated based on daily prices since March 27, 1990.

• This stock participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (81.80%) than losses (64.18%) - typical of diversified or defensive assets.
• Beta of 0.66 may look defensive, but with R2 of 0.15 this stock is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this stock's risk.
• R2 of 0.15 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

CSWC ranks 72 for risk / return — better than 72% of stocks on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.

Capital Southwest Corporation provided a 11.04% dividend yield over the last twelve months, with an annual payout of $2.56 per share. The company has been increasing its dividends for 3 consecutive years.

The table displays the monthly dividend distributions for Capital Southwest Corporation. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Capital Southwest Corporation. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Capital Southwest Corporation was 68.33%, occurring on Mar 9, 2009. Recovery took 1062 trading sessions.

The current Capital Southwest Corporation drawdown is 2.70%.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of Capital Southwest Corporation over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

The Valuation section provides an overview of how Capital Southwest Corporation is priced in the market compared to other companies in the Asset Management industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.