Capital Southwest Corporation (CSWC) Scorecard
- 2026-Q2: Total return Lose; Revenue growth Lose; EPS growth Lose.
- 2026-Q1: Total return Win; Revenue growth Lose; EPS growth Win.
- 2025-Q4: Total return Win; Revenue growth Lose; EPS growth Win.
- 2025-Q3: Total return Lose; Revenue growth Lose; EPS growth Lose.
25/120
All 120 Win/Lose results shown below
Every strict quarterly win earns 1 point. A loss, tie, or unavailable scoring value earns 0.
Trailing 1 year (4 quarters): 4 wins, 8 lossesLast fetched: 4 Sept 2026
Complete point ledger
Each cell identifies the missing side explicitly.
| Quarter | Total return | Revenue growth | EPS growth |
|---|---|---|---|
| 2026-Q20/3 |
LoseCSWC / S&P 10.41% / 15.20% |
LoseCSWC / S&P CSWC unavailable / 15.00% |
LoseCSWC / S&P 9.70% / 50.40% |
| 2026-Q12/3 |
WinCSWC / S&P 2.74% / -4.33% |
LoseCSWC / S&P CSWC unavailable / 11.30% |
WinCSWC / S&P 28.38% / 27.70% |
| 2025-Q42/3 |
WinCSWC / S&P 4.45% / 2.65% |
LoseCSWC / S&P CSWC unavailable / 9.00% |
WinCSWC / S&P 58.77% / 13.40% |
| 2025-Q30/3 |
LoseCSWC / S&P 2.00% / 8.12% |
LoseCSWC / S&P CSWC unavailable / 4.61% |
LoseCSWC / S&P 7.33% / 13.45% |
| 2025-Q20/3 |
LoseCSWC / S&P 1.77% / 10.94% |
LoseCSWC / S&P CSWC unavailable / 4.83% |
LoseCSWC / S&P -3.51% / 10.63% |
| 2025-Q11/3 |
WinCSWC / S&P 5.39% / -4.27% |
LoseCSWC / S&P CSWC unavailable / 4.98% |
LoseCSWC / S&P -27.80% / 10.57% |
| 2024-Q40/3 |
LoseCSWC / S&P -11.24% / 2.41% |
LoseCSWC / S&P CSWC unavailable / 5.25% |
LoseCSWC / S&P -57.62% / 6.15% |
| 2024-Q30/3 |
LoseCSWC / S&P -0.56% / 5.89% |
LoseCSWC / S&P CSWC unavailable / 5.89% |
LoseCSWC / S&P -42.53% / 6.11% |
| 2024-Q21/3 |
WinCSWC / S&P 7.11% / 4.28% |
LoseCSWC / S&P CSWC unavailable / 5.38% |
LoseCSWC / S&P -29.92% / 5.12% |
| 2024-Q10/3 |
LoseCSWC / S&P 8.04% / 10.56% |
LoseCSWC / S&P CSWC unavailable / 5.71% |
LoseCSWC / S&P -10.09% / 5.59% |
| 2023-Q41/3 |
LoseCSWC / S&P 6.32% / 11.69% |
LoseCSWC / S&P CSWC unavailable / 6.81% |
WinCSWC / S&P 26.29% / 7.78% |
| 2023-Q32/3 |
WinCSWC / S&P 19.39% / -3.27% |
LoseCSWC / S&P CSWC unavailable / 7.52% |
WinCSWC / S&P 29.21% / -5.03% |
| 2023-Q22/3 |
WinCSWC / S&P 14.28% / 8.74% |
LoseCSWC / S&P CSWC unavailable / 9.50% |
WinCSWC / S&P 26.42% / -8.57% |
| 2023-Q11/3 |
WinCSWC / S&P 7.60% / 7.50% |
LoseCSWC / S&P CSWC unavailable / 10.77% |
LoseCSWC / S&P CSWC unavailable / -15.69% |
| 2022-Q40/3 |
LoseCSWC / S&P 4.16% / 7.56% |
LoseCSWC / S&P CSWC unavailable / 11.88% |
LoseCSWC / S&P CSWC unavailable / -17.99% |
| 2022-Q30/3 |
LoseCSWC / S&P -5.54% / -4.88% |
LoseCSWC / S&P CSWC unavailable / 13.47% |
LoseCSWC / S&P CSWC unavailable / -1.41% |
| 2022-Q20/3 |
LoseCSWC / S&P -19.83% / -16.10% |
LoseCSWC / S&P CSWC unavailable / 13.71% |
LoseCSWC / S&P CSWC unavailable / 11.04% |
| 2022-Q11/3 |
WinCSWC / S&P -4.18% / -4.60% |
LoseCSWC / S&P CSWC unavailable / 15.97% |
LoseCSWC / S&P CSWC unavailable / 42.23% |
| 2021-Q40/3 |
LoseCSWC / S&P 4.20% / 11.03% |
LoseCSWC / S&P CSWC unavailable / 15.00% |
LoseCSWC / S&P CSWC unavailable / 96.40% |
| 2021-Q31/3 |
WinCSWC / S&P 10.58% / 0.58% |
LoseCSWC / S&P CSWC unavailable / 10.77% |
LoseCSWC / S&P CSWC unavailable / 69.42% |
| 2021-Q20/3 |
LoseCSWC / S&P 6.88% / 8.55% |
LoseCSWC / S&P CSWC unavailable / 6.58% |
LoseCSWC / S&P CSWC unavailable / 51.81% |
| 2021-Q11/3 |
WinCSWC / S&P 27.80% / 6.17% |
LoseCSWC / S&P CSWC unavailable / -1.06% |
LoseCSWC / S&P CSWC unavailable / 7.39% |
| 2020-Q41/3 |
WinCSWC / S&P 30.19% / 12.15% |
LoseCSWC / S&P CSWC unavailable / -3.72% |
LoseCSWC / S&P CSWC unavailable / -33.42% |
| 2020-Q30/3 |
LoseCSWC / S&P 7.93% / 8.93% |
LoseCSWC / S&P CSWC unavailable / -2.04% |
LoseCSWC / S&P CSWC unavailable / -27.10% |
| 2020-Q21/3 |
WinCSWC / S&P 22.46% / 20.54% |
LoseCSWC / S&P CSWC unavailable / -0.46% |
LoseCSWC / S&P CSWC unavailable / -27.11% |
| 2020-Q10/3 |
LoseCSWC / S&P -42.79% / -19.60% |
LoseCSWC / S&P CSWC unavailable / 3.47% |
LoseCSWC / S&P CSWC unavailable / -14.75% |
| 2019-Q40/3 |
LoseCSWC / S&P 1.14% / 9.07% |
LoseCSWC / S&P CSWC unavailable / 5.36% |
LoseCSWC / S&P CSWC unavailable / 2.99% |
| 2019-Q31/3 |
WinCSWC / S&P 6.50% / 1.70% |
LoseCSWC / S&P CSWC unavailable / 5.02% |
LoseCSWC / S&P CSWC unavailable / 0.21% |
| 2019-Q20/3 |
LoseCSWC / S&P 1.86% / 4.30% |
LoseCSWC / S&P CSWC unavailable / 6.64% |
LoseCSWC / S&P CSWC unavailable / 8.65% |
| 2019-Q10/3 |
LoseCSWC / S&P 11.93% / 13.65% |
LoseCSWC / S&P CSWC unavailable / 8.12% |
LoseCSWC / S&P CSWC unavailable / 14.29% |
| 2018-Q41/3 |
WinCSWC / S&P 3.54% / -13.52% |
LoseCSWC / S&P CSWC unavailable / 9.05% |
LoseCSWC / S&P CSWC unavailable / 18.23% |
| 2018-Q30/3 |
LoseCSWC / S&P 7.25% / 7.71% |
LoseCSWC / S&P CSWC unavailable / 10.21% |
LoseCSWC / S&P CSWC unavailable / 19.06% |
| 2018-Q21/3 |
WinCSWC / S&P 11.59% / 3.43% |
LoseCSWC / S&P CSWC unavailable / 9.03% |
LoseCSWC / S&P CSWC unavailable / 14.46% |
| 2018-Q11/3 |
WinCSWC / S&P 4.52% / -0.76% |
LoseCSWC / S&P CSWC unavailable / 7.68% |
LoseCSWC / S&P CSWC unavailable / 12.46% |
| 2017-Q40/3 |
LoseCSWC / S&P -1.89% / 6.64% |
LoseCSWC / S&P CSWC unavailable / 7.03% |
LoseCSWC / S&P CSWC unavailable / 13.82% |
| 2017-Q31/3 |
WinCSWC / S&P 8.09% / 4.48% |
LoseCSWC / S&P CSWC unavailable / 5.68% |
LoseCSWC / S&P CSWC unavailable / 17.57% |
| 2017-Q20/3 |
LoseCSWC / S&P -3.65% / 3.09% |
LoseCSWC / S&P CSWC unavailable / 4.83% |
LoseCSWC / S&P CSWC unavailable / 17.74% |
| 2017-Q11/3 |
WinCSWC / S&P 7.65% / 6.07% |
LoseCSWC / S&P CSWC unavailable / 3.67% |
LoseCSWC / S&P CSWC unavailable / 13.32% |
| 2016-Q41/3 |
WinCSWC / S&P 11.06% / 3.82% |
LoseCSWC / S&P CSWC unavailable / 2.09% |
LoseCSWC / S&P CSWC unavailable / 7.05% |
| 2016-Q31/3 |
WinCSWC / S&P 8.33% / 3.85% |
LoseCSWC / S&P CSWC unavailable / 0.20% |
LoseCSWC / S&P CSWC unavailable / -3.15% |
Dividend-reinvested, split-adjusted total return
1Y · 2025-08-29 to 2026-08-27
| Metric | CSWC total return | S&P 500 Total Return Index |
|---|---|---|
| Total return | 23.82% | 20.78% |
| Annualized return | 23.82% | 20.78% |
5Y · 2021-09-01 to 2026-08-27
| Metric | CSWC total return | S&P 500 Total Return Index |
|---|---|---|
| Total return | 67.53% | 83.14% |
| Annualized return | 10.87% | 12.86% |
10Y · 2016-09-01 to 2026-08-27
| Metric | CSWC total return | S&P 500 Total Return Index |
|---|---|---|
| Total return | 410.04% | 319.30% |
| Annualized return | 17.70% | 15.41% |
Calculation rules
- window
- Latest 40 completed benchmark quarters; unavailable issuer evidence remains visible and scores 0.
- return Basis
- Issuer adjusted close reinvests distributions and normalizes splits; the S&P 500 Total Return Index is the direct benchmark.
- point Rule
- Strict same-quarter win = 1. Loss, tie or unavailable evidence = 0. No partial or subjective points.
- frequency
- Quarter endpoints only.
- fundamentals
- Trailing-four-quarter issuer revenue and EPS growth use the issuer's normalized government-filed facts.
- non Scoring
Snapshot captured 2026-09-04.