Capital Southwest (CSWC) Total Return Calculator
$10,000 since Dec 2007, with and without reinvesting · data through Oct 2026
$10,000 invested in Capital Southwest (CSWC) ten years ago, at the end of Oct 2016, was worth $50,370 at the end of Oct 2026 with every dividend reinvested: 17.5% a year, against $41,633 in the S&P 500. Since Dec 2007, $10,000 became $91,581 reinvested (12.5% a year), or $46,321 taking the dividends as cash, $25,005 of it paid out along the way.
CSWC became
$91,581
S&P 500: $72,756
Return a year
12.5%
S&P 500: 11.1%
Payouts reinvested
$60,132
bought more shares
Worst drop
-52.5%
S&P 500: -48.2%
$10,000, Dec 2007 to Oct 2026
Payouts reinvested · S&P 500 reinvested
| Year | CSWC total return | Paid out | S&P 500 |
|---|---|---|---|
| 2026 (part) | +14.5% | $7,953 | +11.7% |
| 2025 | +14.3% | $8,938 | +17.7% |
| 2024 | +2.1% | $7,750 | +24.9% |
| 2023 | +56.1% | $6,801 | +26.2% |
| 2022 | −24.4% | $5,082 | −18.2% |
| 2021 | +57.4% | $5,351 | +28.7% |
| 2020 | −1.6% | $3,954 | +18.3% |
| 2019 | +28.1% | $5,903 | +31.2% |
| 2018 | +29.5% | $2,947 | −4.6% |
| 2017 | +10.0% | $1,611 | +21.7% |
| 2016 | +19.3% | $496 | +12.0% |
| 2015 | +0.0% | $165 | +1.2% |
| 2014 | +9.3% | $142 | +13.5% |
| 2013 | +45.6% | $599 | +32.3% |
| 2012 | +48.1% | $1,737 | +16.0% |
| 2011 | −20.6% | $149 | +1.9% |
| 2010 | +33.1% | $120 | +15.1% |
| 2009 | −26.5% | $135 | +26.4% |
| 2008 | −5.9% | $298 | −36.8% |
"Paid out" is what your holding received that year. Month-end prices; no costs or taxes.
Key facts: CSWC total return
Data as of · Source: SmarterDividends data
- $10,000 invested in Capital Southwest (CSWC) at the end of Dec 2007, with dividends reinvested, was worth $91,581 at the end of Oct 2026: 12.5% a year, against $72,756 (11.1% a year) in the S&P 500.
- Over the 10 years to Oct 2026, CSWC turned $10,000 into $50,370 with dividends reinvested, 17.5% a year.
- Over the 5 years to Oct 2026, CSWC returned 7.9% a year with dividends reinvested (S&P 500: 12.0%).
- Taking CSWC's dividends as cash instead of reinvesting them, the same $10,000 ended at $46,321, including $25,005 of cash received; reinvesting added $45,260.
- CSWC's best calendar year in that time was 2021 (57.4%) and its worst 2009 (-26.5%), with dividends reinvested.
Cite this page
SmarterDividends, "Capital Southwest (CSWC) Total Return Calculator," updated Nov 5, 2026, https://smarterdividends.com/stocks/CSWC/total-return
CSWC total return questions
If I invested $10,000 in CSWC 10 years ago, how much would I have?
About $50,370 at the end of Oct 2026, with every dividend reinvested: 17.5% a year. Taking them as cash, you'd have shares worth $16,057 or so plus the cash you received. The same $10,000 in the S&P 500 became $41,633.
What is CSWC's total return since Dec 2007?
816% in total, or 12.5% a year, through Oct 2026 with dividends reinvested. The share price alone rose 113%.
How much of CSWC's return came from dividends?
About 67% of its yearly return since Dec 2007. Reinvesting them, rather than taking cash, left you $45,260 better off on a $10,000 start.
What was CSWC's worst year?
2009, at -26.5% with dividends reinvested (S&P 500: 26.4%). Its deepest fall from a peak, on month-end values, was -52.5%.
How is total return calculated here?
From month-end prices: the adjusted price counts every dividend reinvested in the month it was paid; the plain price doesn't. The S&P 500 is SPY with its dividends reinvested. No trading costs or taxes.