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Capital Southwest Corporation (CSWC)

Equity · Currency in USD · Last updated Aug 5, 2022

Company Info

ISINUS1405011073
CUSIP140501107
SectorFinancial Services
IndustryAsset Management

Trading Data

Previous Close$20.13
Year Range$17.99 - $25.90
EMA (50)$19.88
EMA (200)$21.91
Average Volume$216.27K
Market Capitalization$514.45M

CSWCShare Price Chart


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CSWCPerformance

The chart shows the growth of $10,000 invested in Capital Southwest Corporation in Jan 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $64,312 for a total return of roughly 543.12%. All prices are adjusted for splits and dividends.


-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%5.00%MarchAprilMayJuneJulyAugust
-18.98%
-7.74%
CSWC (Capital Southwest Corporation)
Benchmark (^GSPC)

CSWCReturns in periods

Returns over 1 year are annualized

PeriodReturnBenchmark
1M5.96%8.54%
6M-20.40%-9.53%
YTD-17.03%-12.89%
1Y-16.47%-6.13%
5Y16.37%10.90%
10Y15.23%11.58%

CSWCMonthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
2022-1.50%-1.61%-1.15%-2.19%-3.71%-14.88%8.47%-0.40%
20212.54%20.33%3.59%10.47%9.89%-11.96%7.06%5.35%-1.95%12.11%-4.25%-2.93%
20200.96%-13.23%-34.69%18.83%3.02%0.04%-1.26%10.89%-1.43%-5.48%30.12%5.86%
201910.46%2.17%-0.81%2.19%0.33%-0.65%0.24%1.52%4.65%1.83%-0.45%-0.23%
2018-2.11%6.17%0.57%-0.18%0.06%11.72%2.26%4.21%0.64%0.11%4.89%-1.39%
20172.97%-1.02%5.62%-4.08%-2.53%3.05%3.79%-0.24%4.39%1.11%-1.85%-1.14%
20162.67%-1.75%-0.69%2.38%-2.32%-1.08%7.02%1.98%-0.75%-1.84%3.26%9.57%
201514.77%11.93%-4.68%2.56%5.01%0.04%-1.64%-7.68%4.54%-14.08%4.68%-11.31%
2014-2.01%1.49%0.12%1.09%3.24%-0.39%-2.69%4.45%-2.27%2.49%1.82%1.80%
20138.25%7.41%1.60%2.34%17.46%-0.04%5.19%-9.04%3.76%-3.92%4.65%1.63%
20129.41%4.09%1.81%1.24%10.41%17.57%1.52%0.19%7.03%-3.75%-0.04%-7.18%
2011-6.02%2.45%-8.42%5.15%-2.66%-1.16%1.78%-5.11%-16.96%18.93%-1.92%-5.15%
20101.43%7.13%4.15%3.49%-1.65%-4.61%1.04%-1.78%4.08%6.42%4.10%3.53%

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 -0.57. A negative Sharpe ratio means that the risk-free rate is higher than the portfolio's return. This value does not convey any meaningful information.

The chart below displays rolling 12-month Sharpe Ratio.


-1.00-0.500.000.501.001.50MarchAprilMayJuneJulyAugust
-0.57
-0.28
CSWC (Capital Southwest Corporation)
Benchmark (^GSPC)

CSWCDividend History

Capital Southwest Corporation granted a 13.15% dividend yield in the last twelve months. The annual payout for that period amounted to $2.62 per share.


PeriodTTM202120202019201820172016201520142013201220112010
Dividend$2.62$2.56$2.04$2.72$2.07$1.16$0.36$0.03$0.06$0.31$1.68$0.06$0.06

Dividend yield

13.15%10.67%13.39%17.57%16.42%11.92%4.11%0.41%0.83%4.62%35.49%1.93%1.53%

CSWCDrawdowns Chart

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


-35.00%-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%SeptemberOctoberNovemberDecember2022FebruaryMarchAprilMayJuneJulyAugust
-23.18%
-13.44%
CSWC (Capital Southwest Corporation)
Benchmark (^GSPC)

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
-34.91%Dec 20, 2010199Oct 3, 2011155May 15, 2012354
-30.55%Oct 26, 2021162Jun 16, 2022
-29.51%May 20, 2015185Feb 11, 2016416Oct 5, 2017601
-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
-15.02%Jun 9, 202116Jun 30, 202146Sep 3, 202162
-15.01%Sep 3, 201429Oct 13, 201447Dec 18, 201476
-13.51%Jul 13, 201215Aug 2, 201227Sep 11, 201242

CSWCVolatility Chart

Current Capital Southwest Corporation volatility is 12.95%. 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.


10.00%20.00%30.00%40.00%50.00%MarchAprilMayJuneJulyAugust
12.95%
19.42%
CSWC (Capital Southwest Corporation)
Benchmark (^GSPC)