If You Invested in Capital Southwest Corporation (CSWCZ)
Looking for the current price? See the CSWCZ quote & overviewWhat $1,000 or $10,000 in CSWCZ Would Be Worth Now
Real historical value by amount invested and how long ago| If you invested | 1 year ago | 5 years ago | 10 years ago | Since Jun 15, 2023 |
|---|---|---|---|---|
| $1,000 | $998 -0% | — | — | $1,013 +1% |
| $10,000 | $9,978 -0% | — | — | $10,133 +1% |
Based on real historical closing prices, dividend- and split-adjusted, through 2025-10-10. Past performance does not guarantee future results.
Custom Calculation
Choose your own date and amount for CSWCZ$1,000 Investment Over Time
CSWCZ vs S&P 500Year-by-Year Returns
CSWCZ annual performance| Year | Start Price | End Price | Annual Return | Cumulative |
|---|---|---|---|---|
| 2023 | $25.04 | $25.50 | +1.8% | +1.8% |
| 2024 | $25.63 | $25.78 | +0.6% | +3.0% |
| 2025 | $25.85 | $25.37 | -1.8% | +1.3% |
About Capital Southwest Corporation
NASDAQ
CSWCZ is a ticker symbol associated with Capital Southwest Corporation, as referenced in the company’s regulatory filings with the U.S. Securities and Exchange Commission (SEC). According to an SEC Form 8-K, Capital Southwest Corporation is organized in Texas and files reports under Investment Company Act of 1940 provisions, indicating that it operates as an investment company subject to that regulatory framework. The Form 8-K describes a material financing transaction involving notes issued under an indenture structure.
In the referenced Form 8-K, Capital Southwest Corporation reports entering into a Seventh Supplemental Indenture to an existing base indenture originally dated October 23, 2017. This supplemental indenture governs the issuance of 5.950% Notes due 2030. These notes are described as direct unsecured obligations of the company that rank equally with its other unsecured, unsubordinated indebtedness and are structurally subordinated to obligations of its subsidiaries and to secured indebtedness to the extent of the value of the collateral.
The filing explains that the notes were issued in connection with a public offering made under an effective shelf registration statement on Form N-2. The company states that it intends to use the net proceeds from this offering to redeem certain existing notes and to repay portions of indebtedness under a senior secured revolving credit facility and a special purpose vehicle financing credit facility. The indenture also includes covenants tied to leverage and asset coverage requirements under Section 18 of the Investment Company Act of 1940, as modified by Section 61, and related SEC exemptive relief, as well as provisions requiring the company to provide financial information to noteholders and the trustee if it ceases to be subject to Exchange Act reporting requirements.
The Form 8-K further notes that holders of the notes have the right to require Capital Southwest Corporation to repurchase the notes upon the occurrence of a defined Change of Control Repurchase Event. The document also lists exhibits related to the indenture, the form of global note, and legal opinions supporting the offering. All descriptions of the notes and the supplemental indenture in the Form 8-K are expressly qualified in their entirety by reference to the full text of those documents filed as exhibits.
Beyond the information contained in this Form 8-K, no additional descriptive data about CSWCZ or Capital Southwest Corporation’s broader business operations, strategy, or market focus is provided in the available sources. As a result, any understanding of CSWCZ as a symbol should be grounded in its connection to Capital Southwest Corporation’s financing activities and note issuance as disclosed in the SEC filing.
Frequently Asked Questions
Capital Southwest Corporation investment returns
How much would $1,000 invested in Capital Southwest Corporation be worth today?
If you invested $1,000 in Capital Southwest Corporation (CSWCZ) 1 years ago on 2025-08-04, your investment would be worth $998 as of 2025-10-10, representing a -0.2% total return, growing at a compounded rate of -1.2% per year (CAGR).
Has Capital Southwest Corporation outperformed the S&P 500?
Comparison data requires at least 10 years of trading history. Use the calculator above to compare CSWCZ performance over available time periods.
What is Capital Southwest Corporation's average annual return?
The compound annual growth rate (CAGR) of CSWCZ over the past 1 years is -1.2%, growing at a compounded rate each year. Individual years vary significantly — CSWCZ's best recent year was 2023 (+1.8%) and worst was 2025 (-1.8%).
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