Capital Southwest Return on Investment 2010-2023 | CSWC
Current and historical return on investment (ROI) values for Capital Southwest (CSWC) over the last 10 years.
| Capital Southwest ROI - Return on Investment Historical Data | |||
|---|---|---|---|
| Date | TTM Net Income | LT Investments & Debt | Return on Investment |
| 2023-12-31 | $0.13B | $1.04B | 13.40% |
| 2023-09-30 | $0.12B | $1.03B | 12.79% |
| 2023-06-30 | $0.11B | $0.95B | 12.42% |
| 2023-03-31 | $0.10B | $0.94B | 11.76% |
| 2022-12-31 | $0.07B | $0.89B | 9.58% |
| 2022-09-30 | $0.07B | $0.79B | 10.12% |
| 2022-06-30 | $0.07B | $0.75B | 10.05% |
| 2022-03-31 | $0.06B | $0.66B | 10.16% |
| 2021-12-31 | $0.05B | $0.61B | 9.49% |
| 2021-09-30 | $0.05B | $0.61B | 8.99% |
| 2021-06-30 | $0.05B | $0.56B | 10.26% |
| 2021-03-31 | $0.05B | $0.46B | 11.23% |
| 2020-12-31 | $0.06B | $0.46B | 12.51% |
| 2020-09-30 | $0.06B | $0.47B | 12.26% |
| 2020-06-30 | $0.05B | $0.46B | 11.15% |
| 2020-03-31 | $0.05B | $0.43B | 10.35% |
| 2019-12-31 | $0.03B | $0.44B | 6.60% |
| 2019-09-30 | $0.03B | $0.44B | 6.36% |
| 2019-06-30 | $0.03B | $0.48B | 6.15% |
| 2019-03-31 | $0.03B | $0.47B | 5.83% |
| 2018-12-31 | $0.02B | $0.44B | 5.52% |
| 2018-09-30 | $0.02B | $0.44B | 5.10% |
| 2018-06-30 | $0.02B | $0.37B | 4.85% |
| 2018-03-31 | $0.02B | $0.35B | 4.77% |
| 2017-12-31 | $0.02B | $0.33B | 4.90% |
| 2017-09-30 | $0.02B | $0.35B | 4.72% |
| 2017-06-30 | $0.01B | $0.31B | 5.64% |
| 2017-03-31 | $0.01B | $0.31B | 6.56% |
| 2016-12-31 | $0.01B | $0.30B | 9.33% |
| 2016-09-30 | $0.00B | inf% | |
| 2016-06-30 | $-0.01B | inf% | |
| 2016-03-31 | $-0.01B | inf% | |
| 2015-12-31 | $-0.02B | inf% | |
| 2015-09-30 | $-0.01B | inf% | |
| 2015-06-30 | $-0.00B | inf% | |
| 2015-03-31 | $-0.00B | inf% | |
| 2014-12-31 | $0.00B | inf% | |
| 2014-09-30 | $0.00B | inf% | |
| 2014-06-30 | $0.00B | inf% | |
| 2014-03-31 | $0.01B | inf% | |
| 2013-12-31 | $0.00B | inf% | |
| 2013-09-30 | $-0.00B | inf% | |
| 2013-06-30 | $0.00B | inf% | |
| 2013-03-31 | $0.00B | inf% | |
| 2012-12-31 | $0.00B | inf% | |
| 2012-09-30 | $0.00B | inf% | |
| 2012-06-30 | $0.00B | inf% | |
| 2012-03-31 | $0.00B | inf% | |
| 2011-12-31 | $0.00B | inf% | |
| 2011-09-30 | $0.00B | nan% | |
| 2011-06-30 | $0.00B | nan% | |
| 2011-03-31 | $0.00B | inf% | |
| 2010-12-31 | $0.00B | inf% | |
| 2010-09-30 | $0.00B | inf% | |
| 2010-06-30 | $0.00B | inf% | |
| 2010-03-31 | $0.00B | inf% | |
| 2009-12-31 | $0.00B | inf% | |
| Sector | Industry | Market Cap | Revenue |
|---|---|---|---|
| Finance | Finance - Investment Management | $1.092B | $0.119B |
| Capital Southwest Corporation is a venture capital investment company whose objective is to achieve capital appreciation through long-term investments in businesses believed to have favorable growth potential. The Company's investments are focused on early-stage financings, expansion financings, management buyouts and recapitalizations in a broad range of industry segments. The portfolio is a composite of companies in which the Company has major interests as well as a number of developing companies and marketable securities of established publicly-owned companies. | |||
| Stock Name | Country | Market Cap | PE Ratio |
|---|---|---|---|
| BlackRock (BLK) | United States | $113.213B | 19.17 |
| KKR (KKR) | United States | $83.606B | 33.98 |
| Apollo Global Management (APO) | United States | $62.839B | 18.13 |
| Ameriprise Financial (AMP) | United States | $42.218B | 13.48 |
| Ares Management (ARES) | United States | $40.870B | 36.17 |
| Blue Owl Capital (OWL) | United States | $26.361B | 28.39 |
| T Rowe Price (TROW) | United States | $24.936B | 14.67 |
| Principal Financial (PFG) | United States | $19.129B | 12.40 |
| TPG (TPG) | United States | $15.754B | 27.52 |
| Franklin Resources (BEN) | United States | $13.469B | 9.37 |
| SEI Investments (SEIC) | United States | $8.805B | 19.35 |
| Invesco (IVZ) | United States | $6.999B | 10.32 |
| Hamilton Lane (HLNE) | United States | $6.021B | 31.85 |
| ONEX (ONEXF) | Canada | $5.524B | 7.74 |
| Affiliated Managers (AMG) | United States | $5.246B | 8.26 |
| Janus Henderson Group (JHG) | United Kingdom | $5.037B | 11.88 |
| AllianceBernstein Holding (AB) | United States | $3.851B | 12.51 |
| Cohen & Steers Inc (CNS) | United States | $3.434B | 25.03 |
| Artisan Partners Asset Management (APAM) | United States | $3.400B | 14.77 |
| Victory Capital Holdings (VCTR) | United States | $3.147B | 11.02 |
| Federated Hermes (FHI) | United States | $2.987B | 10.37 |
| Grupo Aval Acciones Y Valores S.A (AVAL) | Colombia | $2.885B | 11.05 |
| AssetMark Financial Holdings (AMK) | United States | $2.639B | 17.30 |
| Prospect Capital (PSEC) | United States | $2.242B | 5.19 |
| Fairfax India Holdings (FFXDF) | Canada | $2.000B | 4.83 |
| GCM Grosvenor (GCMG) | United States | $1.764B | 22.43 |
| Virtus Investment Partners (VRTS) | United States | $1.664B | 10.56 |
| Cannae Holdings (CNNE) | United States | $1.261B | 0.00 |
| Sprott (SII) | Canada | $1.032B | 24.19 |
| BrightSphere Investment Group (BSIG) | United States | $0.890B | 13.09 |
| Noah Holdings (NOAH) | China | $0.784B | 5.79 |
| Eagle Point Credit (ECC) | United States | $0.768B | 7.62 |
| PennantPark Floating Rate Capital (PFLT) | United States | $0.701B | 8.37 |
| Associated Capital (AC) | United States | $0.697B | 18.85 |
| Gamco Investors (GAMI) | United States | $0.541B | 9.16 |
| Value Line (VALU) | United States | $0.358B | 19.58 |
| Barings Corporate Investors (MCI) | $0.358B | 0.00 | |
| Silvercrest Asset Management Group (SAMG) | United States | $0.206B | 13.22 |
| Portman Ridge Finance (PTMN) | United States | $0.181B | 5.30 |
| Insight Select Income Fund (INSI) | $0.175B | 0.00 | |
| Barings Participation Investors (MPV) | $0.164B | 0.00 | |
| AMTD IDEA Group (AMTD) | Hong Kong, SAR China | $0.136B | 0.00 |
| ArrowMark Financial (BANX) | United States | $0.132B | 0.00 |
| Westwood Holdings Group Inc (WHG) | United States | $0.120B | 7.30 |
| DWS Strategic Municipal Income Trust (KSM) | $0.104B | 0.00 | |
| Great Elm Capital (GECC) | United States | $0.096B | 6.19 |
| OFS Credit (OCCI) | $0.075B | 3.06 | |
| Hennessy Advisors (HNNA) | United States | $0.054B | 11.19 |
| U.S Global Investors (GROW) | United States | $0.038B | 11.56 |
| Binah Capital (BCG) | United States | $0.022B | 0.00 |
| Prestige Wealth (PWM) | Hong Kong, SAR China | $0.009B | 0.00 |
| Royalty Management Holding (RMCO) | United States | $0.001B | 0.00 |
| Jupai Holdings (JP) | China | $0.000B | 0.00 |
| Hywin Holdings (HYW) | China | $0.000B | 0.00 |
| Patria Investments (PAX) | Cayman Islands | $0.000B | 11.04 |
| Medley Management (MDLY) | United States | $0.000B | 0.00 |
| Monroe Capital (MRCC) | United States | $0.000B | 6.55 |