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Capital Southwest Corporation (CSWC)

Equity · Currency in USD
Sector
Financial Services
Industry
Asset Management
ISIN
US1405011073
CUSIP
140501107

CSWCPrice Chart


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CSWCPerformance

The chart shows the growth of $10,000 invested in Capital Southwest Corporation on Jan 5, 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $70,592 for a total return of roughly 605.92%. All prices are adjusted for splits and dividends.


CSWC (Capital Southwest Corporation)
Benchmark (S&P 500)

CSWCReturns in periods

Returns over 1 year are annualized

PeriodReturnBenchmark
YTD-2.29%-2.17%
1M-1.28%0.62%
6M1.18%6.95%
1Y48.40%22.39%
5Y20.95%15.44%
10Y20.53%13.73%

CSWCMonthly Returns Heatmap


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CSWCSharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current Capital Southwest Corporation Sharpe ratio is 1.96. A Sharpe ratio greater than 1.0 is considered acceptable.

The chart below displays rolling 12-month Sharpe Ratio.


CSWC (Capital Southwest Corporation)
Benchmark (S&P 500)

CSWCDividends

Capital Southwest Corporation granted a 10.36% dividend yield in the last twelve months, as of Jan 15, 2022. The annual payout for that period amounted to $2.56 per share.


PeriodTTM202120202019201820172016201520142013201220112010
Dividend$2.56$2.56$2.04$2.72$2.07$1.16$0.36$0.10$0.20$0.89$4.60$0.20$0.20

Dividend yield

10.36%10.13%12.70%16.67%15.58%11.31%3.91%1.28%2.56%12.56%98.76%5.37%4.32%

CSWCDrawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


CSWC (Capital Southwest Corporation)
Benchmark (S&P 500)

CSWCWorst Drawdowns

The table below shows the maximum drawdowns of the Capital Southwest Corporation. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the Capital Southwest Corporation is 61.15%, recorded on Mar 18, 2020. It took 221 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-61.15%Jan 23, 202039Mar 18, 2020221Feb 2, 2021260
-34.39%Dec 20, 2010199Oct 3, 2011155May 15, 2012354
-29.51%May 20, 2015185Feb 11, 2016416Oct 5, 2017601
-23.94%May 16, 20125May 22, 201278Sep 12, 201283
-16.17%Jul 15, 201358Oct 3, 2013186Jul 1, 2014244
-15.46%Sep 19, 201235Nov 8, 201275Feb 28, 2013110
-15.3%Dec 13, 20186Dec 20, 201811Jan 8, 201917
-15.03%Jun 9, 202116Jun 30, 202146Sep 3, 202162
-15.01%Sep 3, 201429Oct 13, 201447Dec 18, 201476
-12.78%May 19, 201026Jun 24, 201080Oct 18, 2010106

CSWCVolatility Chart

Current Capital Southwest Corporation volatility is 18.81%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.


CSWC (Capital Southwest Corporation)
Benchmark (S&P 500)

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