Capital Southwest Corporation Strategic Asset Allocation Index
Capital Southwest Corporation strategic asset allocation index. Capital Southwest Corporation (CSWC) has a Strategic Asset Allocation Index of 208.1% as of June 2026. Strategic assets (PP&E of $- plus long-term investments of $2.20 Billion) total $2.20 Billion, measured against net assets of $1.06 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See net asset quality index of Capital Southwest Corporation to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of Capital Southwest Corporation (2012–2026)
Strategic asset allocation index of Capital Southwest Corporation from 2012 to 2026. This chart shows how Capital Southwest Corporation's Strategic Asset Allocation Index has evolved across 15 annual periods from 2012 to 2026. As of June 2026, the index stands at 208.1%, representing strategic assets of $2.20 Billion against net assets of $1.06 Billion USD. Check Capital Southwest Corporation (CSWC) tangible net worth to evaluate the tangible quality of the company's equity base.
Capital Southwest Corporation Strategic Asset Allocation Index by Year (2012–2026)
Capital Southwest Corporation strategic asset allocation index by year from 2012 to 2026. The table below presents the year-by-year Strategic Asset Allocation Index for Capital Southwest Corporation from 2012 to 2026, covering 15 annual filings. Each row shows PP&E, long-term investments, strategic assets combined, net assets, the index percentage, and the change in percentage points compared to the prior year. For live market cap and overall valuation, see market cap of Capital Southwest Corporation.
| Year | SAAI | Strategic Assets (USD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2026 | 207.5% | $2.10 Billion | $- | $2.10 Billion | $1.01 Billion | ▲ +5.4 pp |
| 2025 | 202.0% | $1.79 Billion | $- | $1.79 Billion | $883.63 Million | ▲ +6.6 pp |
| 2024 | 195.4% | $1.48 Billion | $- | $1.48 Billion | $755.68 Million | ▼ -9.2 pp |
| 2023 | 204.6% | $1.21 Billion | $1.80 Million | $1.21 Billion | $590.41 Million | ▼ -18.3 pp |
| 2022 | 223.0% | $938.41 Million | $1.80 Million | $936.61 Million | $420.87 Million | ▲ +18.2 pp |
| 2021 | 204.8% | $688.63 Million | $200.00K | $688.43 Million | $336.25 Million | ▲ +8.3 pp |
| 2020 | 196.5% | $553.47 Million | $400.00K | $553.07 Million | $281.66 Million | ▲ +35.7 pp |
| 2019 | 160.8% | $524.07 Million | $- | $524.07 Million | $325.96 Million | ▲ +33.3 pp |
| 2018 | 127.5% | $393.10 Million | $- | $393.10 Million | $308.29 Million | ▲ +26.9 pp |
| 2017 | 100.6% | $286.88 Million | $- | $286.88 Million | $285.07 Million | ▲ +35.2 pp |
| 2016 | 65.4% | $178.44 Million | $- | $178.44 Million | $272.63 Million | ▼ -4.3 pp |
| 2015 | 69.8% | $535.54 Million | $- | $535.54 Million | $767.42 Million | ▼ -18.2 pp |
| 2014 | 88.0% | $677.92 Million | $- | $677.92 Million | $770.39 Million | ▲ +88.0 pp |
| 2013 | 0.0% | $0.00 | $0.00 | $- | $659.78 Million | ▲ +0.0 pp |
| 2012 | 0.0% | $0.00 | $0.00 | $- | $628.71 Million | — |