CSWC BDC — Capital Southwest Corporation

Capital Southwest Corporation (CSWC)

CSWC is a BDC. As of September 3, 2026, its distribution rate is 9.36%, its trailing-12-month yield is 10.43%. Dividend Vision Distribution Safety Score™ is 88/100 (Safe). Its deepest 1-year drawdown was 15.8%.

At the current 9.36% distribution rate, a $10,000 investment would generate approximately $936 per year, or $78.00 per month on an equivalent basis.

CSWC performance

Data as of September 3, 2026.

Its deepest 1-year drawdown was 15.8%.

CSWC key facts

Data as of September 3, 2026.

Distribution Safety Score™

88 · Safe

Safety-Adjusted Yield

8.24%

Issuer

Capital Southwest

Asset type

BDC

Asset class

Equity

Distribution rate

9.36%

Distribution frequency

Monthly

Trailing yield

10.43%

5-year average yield

10.25

Last close

$24.55

Market cap

$1,564,666,435

Average volume

878127.0

Next dividend

$0.193

Next ex-dividend date

09/15/2026

Beta

0.727

Payout ratio

0.3786

P/E ratio

13.72

Forward P/E

12.2399

EPS

$1.79

How Dividend Vision calculates yield and returns

Distribution rate (9.36%) is the latest regular payout annualized by the fund's stated frequency, divided by the last close. Issuers often publish this as “Distribution Rate” on the fact sheet. Trailing-12-month yield (10.43%) is the sum of distributions paid in the last 12 months, split-adjusted, divided by the last close. It lags a recent raise or cut. We show a 30-day SEC yield when the fund publishes one. Schwab and other issuers may report a TTM distribution yield or SEC yield on a different date — all can be valid; they are not interchangeable. Total return uses split-adjusted close with distributions reinvested on the ex-dividend date (a modeling convention, not the cash-settlement date) from the first stored bar on or after inception through the latest bar, compared with the same window on the benchmark. That is the security's total return, not your personal gain/loss. Figures below use Dividend Vision data as of September 3, 2026.

Distribution rate methodology · Distribution Safety Score methodology · SEC yield

Sources and review

Data as of September 3, 2026.

Primary sources: Capital Southwest; prices and distributions from Dividend Vision, derived from vendor EOD data.

Reviewed by Bert Sweet, CEO and Co-owner of Dividend Vision. Methodology: Distribution Safety Score.

CSWC risks and drawbacks

The deepest 1-year drawdown on record here is 15.8%.

Who may consider CSWC — and who may not

CSWC may suit someone looking for a high Distribution Safety Score. This is educational context, not a recommendation to buy or sell.

Frequently asked questions

More securities from Capital Southwest.