Capital Southwest Return on Investment 2012-2026 | 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 |
| 2026-06-30 | $0.14B | $1.50B | 9.50% |
| 2026-03-31 | $0.14B | $1.42B | 9.67% |
| 2025-12-31 | $0.15B | $1.37B | 10.85% |
| 2025-09-30 | $0.15B | $1.34B | 10.83% |
| 2025-06-30 | $0.14B | $1.31B | 10.56% |
| 2025-03-31 | $0.12B | $1.21B | 10.01% |
| 2024-12-31 | $0.14B | $1.15B | 11.73% |
| 2024-09-30 | $0.13B | $1.07B | 12.51% |
| 2024-06-30 | $0.12B | $1.06B | 11.01% |
| 2024-03-31 | $0.11B | $1.05B | 10.58% |
| 2023-12-31 | $0.10B | $0.99B | 10.48% |
| 2023-09-30 | $0.09B | $0.95B | 9.75% |
| 2023-06-30 | $0.08B | $0.89B | 9.17% |
| 2023-03-31 | $0.07B | $0.84B | 8.32% |
| 2022-12-31 | $0.05B | $0.77B | 6.99% |
| 2022-09-30 | $0.05B | $0.70B | 7.27% |
| 2022-06-30 | $0.05B | $0.66B | 7.00% |
| 2022-03-31 | $0.04B | $0.61B | 6.88% |
| 2021-12-31 | $0.05B | $0.56B | 9.49% |
| 2021-09-30 | $0.05B | $0.52B | 8.99% |
| 2021-06-30 | $0.05B | $0.49B | 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 | $0.45B | 12.26% |
| 2020-06-30 | $0.05B | $0.44B | 11.15% |
| 2020-03-31 | $0.05B | $0.45B | 10.35% |
| 2019-12-31 | $0.03B | $0.46B | 6.60% |
| 2019-09-30 | $0.03B | $0.46B | 6.36% |
| 2019-06-30 | $0.03B | $0.46B | 6.15% |
| 2019-03-31 | $0.03B | $0.43B | 5.83% |
| 2018-12-31 | $0.02B | $0.40B | 5.52% |
| 2018-09-30 | $0.02B | $0.37B | 5.10% |
| 2018-06-30 | $0.02B | $0.35B | 4.85% |
| 2018-03-31 | $0.02B | $0.34B | 4.77% |
| 2017-12-31 | $0.02B | $0.33B | 4.90% |
| 2017-09-30 | $0.02B | $0.32B | 4.72% |
| 2017-06-30 | $0.01B | $0.23B | 5.64% |
| 2017-03-31 | $0.01B | $0.15B | 6.56% |
| 2016-12-31 | $0.01B | $0.08B | 9.33% |
| 2016-09-30 | $0.00B | 0 | 0.00% |
| 2016-06-30 | $-0.01B | 0 | 0.00% |
| 2016-03-31 | $-0.01B | 0 | 0.00% |
| 2015-12-31 | $-0.02B | 0 | 0.00% |
| 2015-09-30 | $-0.01B | 0 | 0.00% |
| 2015-06-30 | $0.00B | 0 | 0.00% |
| 2015-03-31 | $0.00B | 0 | 0.00% |
| 2014-12-31 | $0.00B | 0 | 0.00% |
| 2014-09-30 | $0.00B | 0 | 0.00% |
| 2014-06-30 | $0.00B | 0 | 0.00% |
| 2014-03-31 | $0.01B | 0 | 0.00% |
| 2013-12-31 | $0.00B | 0 | 0.00% |
| 2013-09-30 | $0.00B | 0 | 0.00% |
| 2013-06-30 | $0.00B | 0 | 0.00% |
| 2013-03-31 | $0.00B | 0 | 0.00% |
| 2012-12-31 | $0.00B | 0 | 0.00% |
| 2012-09-30 | $0.00B | 0 | 0.00% |
| 2012-06-30 | $0.00B | 0 | 0.00% |
| 2012-03-31 | $0.00B | 0 | 0.00% |
| 2011-12-31 | $0.00B | 0 | 0.00% |
| 2011-09-30 | $0.00B | 0 | 0.00% |
| 2011-06-30 | $0.00B | 0 | 0.00% |
| 2011-03-31 | $0.00B | 0 | 0.00% |
| 2010-12-31 | $0.00B | 0 | 0.00% |
| 2010-09-30 | $0.00B | 0 | 0.00% |
| 2010-06-30 | $0.00B | 0 | 0.00% |
| 2010-03-31 | $0.00B | 0 | 0.00% |
| 2009-12-31 | $0.00B | 0 | 0.00% |
| 2009-09-30 | $0.01B | 0 | 0.00% |
| 2009-06-30 | $0.01B | 0 | 0.00% |
| 2009-03-31 | $0.01B | 0 | 0.00% |
| 2008-12-31 | $0.01B | 0 | 0.00% |
| 2008-09-30 | $0.00B | 0 | 0.00% |
| 2008-06-30 | $0.00B | 0 | 0.00% |
| 2008-03-31 | $0.00B | 0 | 0.00% |
| 2007-12-31 | $0.01B | 0 | 0.00% |
| 2007-09-30 | $0.01B | 0 | 0.00% |
| 2007-06-30 | $0.01B | 0 | 0.00% |
| 2007-03-31 | $0.01B | 0 | 0.00% |
| 2006-12-31 | $0.00B | 0 | 0.00% |
| 2006-09-30 | $0.00B | 0 | 0.00% |
| 2006-06-30 | $0.00B | 0 | 0.00% |
| 2006-03-31 | $0.00B | 0 | 0.00% |
| 2005-12-31 | $0.00B | 0 | 0.00% |
| 2005-09-30 | $0.00B | 0 | 0.00% |
| 2005-06-30 | $0.00B | 0 | 0.00% |
| 2005-03-31 | $0.00B | 0 | 0.00% |
| 2004-12-31 | $0.00B | 0 | 0.00% |
| 2004-09-30 | $0.00B | 0 | 0.00% |
| 2004-06-30 | $0.00B | 0 | 0.00% |
| 2004-03-31 | $0.00B | 0 | 0.00% |
| 2003-12-31 | $0.01B | 0 | 0.00% |
| 2003-09-30 | $0.00B | 0 | 0.00% |
| 2003-06-30 | $0.00B | 0 | 0.00% |
| 2003-03-31 | $0.00B | 0 | 0.00% |
| 2002-12-31 | $0.00B | $0.06B | 6.27% |
| 2002-09-30 | $0.00B | $0.13B | 3.14% |
| 2002-06-30 | $0.00B | $0.19B | 2.12% |
| 2002-03-31 | $0.00B | $0.25B | 1.60% |
| 2001-12-31 | $0.00B | $0.19B | 1.61% |
| 2001-09-30 | $0.00B | $0.18B | 1.66% |
| 2001-06-30 | $0.00B | $0.18B | 1.68% |
| 2001-03-31 | $0.00B | $0.18B | 1.13% |
| 2000-12-31 | $0.00B | $0.24B | 0.84% |
| 2000-09-30 | $0.00B | $0.24B | 0.41% |
| 2000-06-30 | $0.00B | $0.24B | 0.41% |
| 2000-03-31 | $0.00B | $0.25B | 0.80% |
| 1999-12-31 | $0.00B | $0.25B | 0.79% |
| 1999-09-30 | $0.00B | $0.26B | 0.77% |
| 1999-06-30 | $0.00B | $0.27B | 0.37% |
| 1999-03-31 | $0.00B | $0.28B | 0.36% |
| 1998-12-31 | $0.00B | $0.29B | 0.69% |
| 1998-09-30 | $0.00B | $0.29B | 0.69% |
| 1998-06-30 | $0.00B | $0.29B | 1.04% |
| 1998-03-31 | $0.00B | $0.28B | 1.09% |
| 1997-12-31 | $0.00B | $0.26B | 1.17% |
| 1997-09-30 | $0.00B | $0.24B | 1.23% |
| 1997-06-30 | $0.00B | $0.23B | 1.31% |
| 1997-03-31 | $0.00B | $0.22B | 1.37% |
| 1996-09-30 | $0.00B | $0.20B | 1.97% |
| 1996-06-30 | $0.00B | $0.20B | 2.06% |
| 1995-12-31 | $0.00B | $0.17B | 1.81% |
| 1995-09-30 | $0.00B | $0.15B | 1.30% |
| 1994-06-30 | $0.00B | $0.14B | 1.40% |
| 1994-03-31 | $0.00B | $0.14B | 2.12% |
| 1993-12-31 | $0.00B | $0.14B | -1.45% |
| 1993-09-30 | $0.01B | $0.14B | 4.42% |
| 1993-06-30 | $0.01B | $0.14B | 3.49% |
| 1993-03-31 | $0.00B | $0.14B | 2.16% |
| 1992-12-31 | $0.01B | $0.14B | 5.94% |
| 1992-09-30 | $0.00B | $0.13B | 0.00% |
| 1992-06-30 | $0.00B | $0.12B | 0.85% |
| 1992-03-31 | $0.00B | $0.12B | 1.73% |
| 1991-12-31 | $0.00B | $0.11B | 1.75% |
| 1991-09-30 | $0.00B | $0.11B | 1.77% |
| 1991-06-30 | $0.00B | $0.11B | 0.90% |
| 1991-03-31 | $0.00B | $0.11B | 1.81% |
| 1990-12-31 | $0.00B | $0.11B | 0.91% |
| 1990-09-30 | $0.00B | $0.11B | 0.92% |
| 1990-06-30 | $0.00B | $0.11B | 1.84% |
| 1990-03-31 | $0.00B | $0.11B | 1.89% |
| 1989-09-30 | $0.00B | $0.10B | 2.01% |
| 1989-06-30 | $0.00B | $0.10B | 1.04% |
| Sector | Industry | Market Cap | Revenue |
|---|---|---|---|
| Finance | Finance - Investment Management | $1.539B | $0.232B |
| 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 | $165.029B | 20.83 |
| KKR (KKR) | United States | $91.801B | 21.04 |
| Apollo Global Management (APO) | United States | $75.773B | 17.22 |
| Ameriprise Financial (AMP) | United States | $50.211B | 12.97 |
| Ares Management (ARES) | United States | $43.438B | 25.44 |
| MSCI Inc (MSCI) | United States | $40.250B | 29.73 |
| T Rowe Price (TROW) | United States | $22.569B | 10.23 |
| TPG (TPG) | United States | $18.439B | 18.24 |
| Franklin Resources Inc (BEN) | United States | $17.005B | 11.95 |
| Blue Owl Capital (OWL) | United States | $16.261B | 11.99 |
| Pershing Square (PS) | United States | $15.988B | 0.00 |
| Carlyle Group (CG) | United States | $14.902B | 10.59 |
| Invesco (IVZ) | United States | $13.968B | 12.55 |
| Schroders (SHNWF) | United Kingdom | $12.733B | 0.00 |
| SEI Investments (SEIC) | United States | $12.663B | 18.25 |
| Affiliated Managers (AMG) | United States | $9.050B | 10.90 |
| Janus Henderson Group (JHG) | United Kingdom | $8.004B | 10.60 |
| Victory Capital Holdings (VCTR) | United States | $6.709B | 15.15 |
| Grupo Aval Acciones Y Valores S.A (AVAL) | Colombia | $6.363B | 12.18 |
| ONEX (ONEXF) | Canada | $5.983B | 11.75 |
| Hamilton Lane (HLNE) | United States | $5.346B | 14.77 |
| Federated Hermes (FHI) | United States | $4.404B | 10.97 |
| Cohen & Steers Inc (CNS) | United States | $3.811B | 22.73 |
| Sprott (SII) | Canada | $3.385B | 32.28 |
| AllianceBernstein Holding (AB) | United States | $3.359B | 10.40 |
| Artisan Partners Asset Management (APAM) | United States | $3.039B | 9.17 |
| DigitalBridge (DBRG) | United States | $2.983B | 49.72 |
| GCM Grosvenor (GCMG) | United States | $2.563B | 18.59 |
| Strive (ASST) | United States | $2.480B | 0.00 |
| Fairfax India Holdings (FFXDF) | Canada | $2.387B | 11.89 |
| Ashmore Group (AJMPF) | United Kingdom | $1.942B | 0.00 |
| Prospect Capital (PSEC) | United States | $1.155B | 3.28 |
| Virtus Investment Partners (VRTS) | United States | $0.950B | 5.95 |
| PennantPark Floating Rate Capital (PFLT) | United States | $0.706B | 6.59 |
| Patria Investments (PAX) | Cayman Islands | $0.697B | 7.54 |
| Associated Capital (ACGP) | United States | $0.683B | 15.61 |
| Cannae Holdings (CNNE) | United States | $0.679B | 0.00 |
| RoboStrategy (BOT) | $0.633B | 0.00 | |
| Gamco Investors (GAMI) | United States | $0.603B | 8.86 |
| Noah Holdings (NOAH) | China | $0.549B | 6.18 |
| Eagle Point Credit (ECC) | United States | $0.489B | 3.63 |
| Barings Corporate Investors (MCI) | $0.393B | 0.00 | |
| Value Line (VALU) | United States | $0.368B | 18.58 |
| Sound Point Meridian Capital (SPMC) | United States | $0.199B | 6.22 |
| Barings Participation Investors (MPV) | $0.185B | 0.00 | |
| Westwood Holdings Group Inc (WHG) | United States | $0.176B | 16.55 |
| ArrowMark Financial (BANX) | United States | $0.164B | 0.00 |
| Silvercrest Asset Management Group (SAMG) | United States | $0.114B | 16.37 |
| Monroe Capital (MRCC) | United States | $0.106B | 9.04 |
| Great Elm Capital (GECC) | United States | $0.086B | 5.18 |
| Hennessy Advisors (HNNA) | United States | $0.081B | 9.88 |
| OFS Credit (OCCI) | $0.075B | 2.25 | |
| AMTD IDEA Group (AMTD) | France | $0.073B | 0.00 |
| FG Nexus Inc (FGNX) | United States | $0.042B | 0.00 |
| Royalty Management Holding (RMCO) | United States | $0.039B | 0.00 |
| Mount Logan Capital (MLCI) | United States | $0.037B | 0.00 |
| U.S Global Investors (GROW) | United States | $0.036B | 11.84 |
| Binah Capital (BCG) | United States | $0.022B | 7.00 |
| Jupai Holdings (JP) | China | $0.000B | 0.00 |
| Medley Management (MDLY) | United States | $0.000B | 0.00 |