Capital Southwest Corporation (CSWC) — Strategic Asset Allocation Index
Capital Southwest Corporation (CSWC) has a Strategic Asset Allocation Index of 202.2% as of December 2025. Strategic assets (PP&E of $- plus long-term investments of $2.01 Billion) total $2.01 Billion, measured against net assets of $995.63 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base.
SAAI
Strategic Assets
PP&E
Net Assets
Capital Southwest Corporation Strategic Asset Allocation Index (2012–2025)
This chart shows how Capital Southwest Corporation's Strategic Asset Allocation Index has evolved across 14 annual periods from 2012 to 2025. As of December 2025, the index stands at 202.2%, representing strategic assets of $2.01 Billion against net assets of $995.63 Million USD. Explore Capital Southwest Corporation (CSWC) cash conversion ratio to assess how effectively this company generates cash.
Annual Strategic Asset Allocation Index for Capital Southwest Corporation (2012–2025)
The table below presents the year-by-year Strategic Asset Allocation Index for Capital Southwest Corporation from 2012 to 2025, covering 14 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 the full company profile including market capitalisation, see market value of Capital Southwest Corporation.
| Year | SAAI | Strategic Assets (USD) | PP&E | LT Investments | Net Assets | Change (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 | — |