Capital Southwest Corporation (CSWC)
Company Info
Highlights
$1.08B
$1.64
13.85
12.55
$176.11M
$162.18M
$121.25M
$19.80 - $26.54
$25.33
1.55%
3.90
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Capital Southwest Corporation, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Capital Southwest Corporation had a return of 4.11% year-to-date (YTD) and 14.75% in the last 12 months. Over the past 10 years, Capital Southwest Corporation had an annualized return of 14.42%, outperforming the S&P 500 benchmark which had an annualized return of 11.11%.
CSWC
4.11%
-10.76%
-8.20%
14.75%
14.88%
14.42%
^GSPC (Benchmark)
23.08%
0.10%
10.70%
30.05%
13.52%
11.11%
Monthly Returns
The table below presents the monthly returns of CSWC, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 3.63% | -1.79% | 6.16% | 3.45% | -0.93% | 4.51% | -1.61% | -1.32% | 2.42% | -4.39% | 4.11% | ||
| 2023 | 15.85% | -5.15% | -2.07% | 1.97% | 0.94% | 11.04% | 5.43% | 6.11% | 6.72% | -5.50% | 4.07% | 8.12% | 56.10% |
| 2022 | -1.50% | -1.61% | -1.13% | -2.19% | -3.71% | -14.88% | 8.47% | -2.40% | -10.77% | 11.27% | -3.77% | -2.73% | -24.42% |
| 2021 | 2.54% | 20.33% | 3.59% | 10.47% | 9.89% | -11.96% | 7.06% | 5.35% | -1.95% | 12.11% | -4.25% | -2.93% | 57.40% |
| 2020 | 0.96% | -13.23% | -34.69% | 18.83% | 3.02% | 0.04% | -1.26% | 10.89% | -1.43% | -5.48% | 30.12% | 5.86% | -1.56% |
| 2019 | 10.46% | 2.17% | -0.81% | 2.19% | 0.33% | -0.65% | 0.24% | 1.52% | 4.65% | 1.83% | -0.45% | -0.23% | 22.80% |
| 2018 | -2.11% | 6.17% | 0.57% | -0.18% | 0.06% | 8.17% | 2.26% | 4.21% | -1.15% | 0.11% | 4.89% | -1.39% | 23.18% |
| 2017 | 2.97% | -1.02% | 5.63% | -4.08% | -2.53% | 3.05% | 3.79% | -0.24% | 4.39% | 1.11% | -1.85% | -1.14% | 9.99% |
| 2016 | 2.67% | -1.76% | -0.70% | 2.38% | -2.32% | -1.01% | 7.02% | 1.98% | -0.75% | -1.84% | 3.26% | 9.57% | 19.29% |
| 2015 | 14.77% | 11.93% | -4.68% | 2.56% | 4.83% | 0.04% | -1.64% | -7.68% | 4.54% | -14.08% | 4.68% | -11.31% | -0.26% |
| 2014 | -2.01% | 1.49% | 0.12% | 1.09% | 2.99% | -0.39% | -2.69% | 4.45% | -2.27% | 2.49% | 1.58% | 1.80% | 8.72% |
| 2013 | 8.25% | 7.41% | -0.72% | 2.34% | 17.16% | -0.04% | 5.19% | -9.04% | 3.76% | -3.92% | 4.38% | 1.63% | 40.00% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of CSWC is 65, suggesting that the investment has average results relative to other stocks in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Capital Southwest Corporation (CSWC) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Capital Southwest Corporation provided a 11.06% dividend yield over the last twelve months, with an annual payout of $2.53 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|
| Dividend | $2.53 | $2.42 | $2.18 | $2.56 | $2.04 | $2.72 | $1.13 | $1.16 | $0.37 |
Dividend yield | 11.06% | 10.21% | 12.75% | 10.13% | 11.49% | 13.07% | 5.88% | 7.01% | 2.31% |
Monthly Dividends
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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.63 | $0.00 | $0.00 | $0.63 | $0.00 | $0.00 | $0.64 | $0.00 | $0.00 | $1.90 | |
| 2023 | $0.00 | $0.00 | $0.58 | $0.00 | $0.00 | $0.59 | $0.00 | $0.00 | $0.62 | $0.00 | $0.00 | $0.63 | $2.42 |
| 2022 | $0.00 | $0.00 | $0.48 | $0.00 | $0.00 | $0.63 | $0.00 | $0.00 | $0.50 | $0.00 | $0.00 | $0.57 | $2.18 |
| 2021 | $0.00 | $0.00 | $0.52 | $0.00 | $0.00 | $0.53 | $0.00 | $0.00 | $0.54 | $0.00 | $0.00 | $0.97 | $2.56 |
| 2020 | $0.00 | $0.00 | $0.51 | $0.00 | $0.00 | $0.51 | $0.00 | $0.00 | $0.51 | $0.00 | $0.00 | $0.51 | $2.04 |
| 2019 | $0.00 | $0.00 | $0.48 | $0.00 | $0.00 | $0.49 | $0.00 | $0.00 | $0.50 | $0.00 | $0.00 | $1.25 | $2.72 |
| 2018 | $0.00 | $0.00 | $0.28 | $0.00 | $0.00 | $0.29 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.46 | $1.13 |
| 2017 | $0.00 | $0.00 | $0.45 | $0.00 | $0.00 | $0.21 | $0.00 | $0.00 | $0.24 | $0.00 | $0.00 | $0.26 | $1.16 |
| 2016 | $0.03 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.17 | $0.37 |
Dividend Yield & Payout
Dividend Yield
Payout Ratio
Drawdowns
Drawdowns Chart
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.
Worst Drawdowns
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 69.40%, occurring on Mar 9, 2009. Recovery took 1494 trading sessions.
The current Capital Southwest Corporation drawdown is 13.29%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -69.4% | May 23, 2007 | 452 | Mar 9, 2009 | 1494 | Feb 13, 2015 | 1946 |
| -61.15% | Jan 23, 2020 | 39 | Mar 18, 2020 | 221 | Feb 2, 2021 | 260 |
| -58.49% | May 1, 1998 | 417 | Mar 13, 2000 | 1533 | Jul 24, 2006 | 1950 |
| -33.66% | Oct 26, 2021 | 240 | Oct 7, 2022 | 236 | Sep 18, 2023 | 476 |
| -29.51% | May 20, 2015 | 185 | Feb 11, 2016 | 416 | Oct 5, 2017 | 601 |
Volatility
Volatility Chart
The current Capital Southwest Corporation volatility is 9.49%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
Financials
Financial Performance
Valuation
The Valuation section provides an assessment of the market value of Capital Southwest Corporation compared to its peers in the Asset Management industry.
PE Ratio
The chart displays the price to earnings (P/E) ratio for CSWC in comparison to other companies of the Asset Management industry. Currently, CSWC has a PE value of 13.9. This PE ratio falls in the average range for the industry.PEG Ratio
The chart displays the price to earnings to growth (PEG) ratio for CSWC in comparison to other companies of the Asset Management industry. Currently, CSWC has a PEG value of 12.6. This PEG ratio is much higher than those of other companies of the industry. This might be an indicator of the company being overvalued.Historical P/E Ratio Chart
The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Capital Southwest Corporation.
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Income Statement
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