Capital Southwest Corporation (CSWC) — 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 CSWC net asset quality index to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Capital Southwest Corporation Strategic Asset Allocation Index (2012–2026)
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. For live market cap and overall valuation, see market cap of Capital Southwest Corporation.
Annual Strategic Asset Allocation Index for Capital Southwest Corporation (2012–2026)
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. See Capital Southwest Corporation shareholders equity for net asset value and shareholders' equity analysis.
| 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 | — |