Capital Southwest Corporation (CSWC) — Strategic Asset Allocation Index
Capital Southwest Corporation (CSWC) has a Strategic Asset Allocation Index of 207.5% as of March 2026. Strategic assets (PP&E of $- plus long-term investments of $2.10 Billion) total $2.10 Billion, measured against net assets of $1.01 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. Check Capital Southwest Corporation asset resilience ratio to evaluate the company's liquid asset resilience ratio.
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 March 2026, the index stands at 207.5%, representing strategic assets of $2.10 Billion against net assets of $1.01 Billion USD. See CSWC FCF to total liabilities ratio to measure the company's free cash flow as a share of total liabilities.
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. For the full company profile including market capitalisation, see Capital Southwest Corporation market cap and net worth.
| 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 | — |