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Calculate Current Value and Shares Since: January 3, 1972

Investment Date Original Shares Original Value Current Shares Current Value Percent Return
Jan 3, 1972 100 606.00 8,717 144,092.01 23,677.56%

Adjustments

Date Reason Factor Shares Price Value %
Jan 3, 1972 Initial Investment   100 6.06 606.00 0.00%
Jun 21, 1976 Dividend 1.000 200 5.19 1,038.00 71.29%
May 22, 1979 Dividend 0.014 200 13.50 2,700.00 345.54%
Sep 2, 1981 Dividend 1.000 400 16.50 6,600.00 989.11%
Jun 9, 1983 Dividend 0.006 400 15.25 6,100.00 906.60%
May 9, 1984 Dividend 0.007 400 15.63 6,252.00 931.68%
May 9, 1985 Dividend 0.007 400 17.25 6,900.00 1,038.61%
May 13, 1986 Dividend 0.010 400 19.25 7,700.00 1,170.63%
May 4, 1987 Dividend 0.009 400 34.00 13,600.00 2,144.22%
Sep 11, 1987 Stock Split 2:1 800 22.50 18,000.00 2,870.30%
May 3, 1988 Dividend 0.009 800 18.25 14,600.00 2,309.24%
Nov 4, 1988 Dividend 0.018 800 18.63 14,904.00 2,359.41%
May 4, 1989 Dividend 0.018 800 19.00 15,200.00 2,408.25%
Nov 10, 1989 Dividend 0.114 800 23.00 18,400.00 2,936.30%
May 9, 1990 Dividend 0.018 800 22.12 17,696.00 2,820.13%
Nov 8, 1990 Dividend 0.028 800 17.50 14,000.00 2,210.23%
May 9, 1991 Dividend 0.028 800 21.50 17,200.00 2,738.28%
Nov 8, 1991 Dividend 0.037 800 22.25 17,800.00 2,837.29%
May 11, 1992 Dividend 0.018 800 25.25 20,200.00 3,233.33%
Nov 10, 1992 Dividend 0.037 800 32.87 26,296.00 4,239.27%
May 10, 1993 Dividend 0.018 800 36.12 28,896.00 4,668.32%
Nov 8, 1993 Dividend 0.037 800 37.75 30,200.00 4,883.50%
May 10, 1994 Dividend 0.018 800 38.75 31,000.00 5,015.51%
Nov 10, 1994 Dividend 0.037 800 36.00 28,800.00 4,652.48%
May 9, 1995 Dividend 0.018 800 38.87 31,096.00 5,031.35%
Jul 13, 1995 Dividend 0.018 800 41.75 33,400.00 5,411.55%
Nov 13, 1995 Dividend 0.037 800 47.75 38,200.00 6,203.63%
May 14, 1996 Dividend 0.018 800 59.00 47,200.00 7,688.78%
Nov 13, 1996 Dividend 0.037 800 70.00 56,000.00 9,140.92%
May 13, 1997 Dividend 0.018 800 70.50 56,400.00 9,206.93%
Nov 18, 1997 Dividend 0.037 800 77.75 62,200.00 10,164.03%
May 13, 1998 Dividend 0.018 800 103.00 82,400.00 13,497.36%
Nov 18, 1998 Dividend 0.037 800 83.25 66,600.00 10,890.10%
May 12, 1999 Dividend 0.018 800 82.00 65,600.00 10,725.08%
Nov 10, 1999 Dividend 0.037 800 68.38 54,704.00 8,927.06%
May 11, 2000 Dividend 0.018 800 58.28 46,624.00 7,593.73%
Nov 14, 2000 Dividend 0.037 800 54.75 43,800.00 7,127.72%
May 11, 2001 Dividend 0.018 800 59.94 47,952.00 7,812.87%
Nov 13, 2001 Dividend 0.037 800 62.50 50,000.00 8,150.83%
May 13, 2002 Dividend 0.018 800 71.78 57,424.00 9,375.91%
Nov 13, 2002 Dividend 0.037 800 46.50 37,200.00 6,038.61%
May 13, 2003 Dividend 0.018 800 63.26 50,608.00 8,251.16%
Nov 12, 2003 Dividend 0.037 800 61.13 48,904.00 7,969.97%
May 12, 2004 Dividend 0.018 800 76.00 60,800.00 9,933.00%
Nov 10, 2004 Dividend 0.037 800 79.39 63,512.00 10,380.53%
May 12, 2005 Dividend 0.018 800 78.84 63,072.00 10,307.92%
Nov 10, 2005 Dividend 0.037 800 88.89 71,112.00 11,634.65%
May 11, 2006 Dividend 0.018 800 94.30 75,440.00 12,348.84%
Nov 13, 2006 Dividend 0.037 800 122.60 98,080.00 16,084.82%
May 11, 2007 Dividend 0.018 800 167.97 134,376.00 22,074.26%
Nov 13, 2007 Dividend 0.037 800 115.01 92,008.00 15,082.84%
May 13, 2008 Dividend 0.037 800 120.75 96,600.00 15,840.59%
Sep 22, 2008 Dividend 0.028 800 145.50 116,400.00 19,107.92%
Nov 12, 2008 Dividend 0.037 800 88.75 71,000.00 11,616.17%
Dec 17, 2008 Dividend 0.198 800 106.97 85,576.00 14,021.45%
May 13, 2009 Dividend 0.037 800 69.39 55,512.00 9,060.40%
Nov 12, 2009 Dividend 0.037 800 77.49 61,992.00 10,129.70%
May 12, 2010 Dividend 0.037 800 93.87 75,096.00 12,292.08%
Nov 10, 2010 Dividend 0.037 800 102.52 82,016.00 13,433.99%
May 13, 2011 Dividend 0.037 800 93.84 75,072.00 12,288.12%
Nov 10, 2011 Dividend 0.037 800 85.10 68,080.00 11,134.32%
May 15, 2012 Dividend 0.037 800 111.90 89,520.00 14,672.28%
May 22, 2012 Dividend 1.614 800 85.11 68,088.00 11,135.64%
Nov 13, 2012 Dividend 0.037 800 102.14 81,712.00 13,383.83%
Mar 13, 2013 Dividend 0.252 800 119.75 95,800.00 15,708.58%
May 15, 2013 Dividend 0.037 800 134.66 107,728.00 17,676.90%
Aug 16, 2013 Dividend 3.000 3,200 34.78 111,296.00 18,265.68%
Nov 13, 2013 Dividend 0.037 3,200 32.47 103,904.00 17,045.87%
May 13, 2014 Dividend 0.037 3,200 35.00 112,000.00 18,381.85%
Nov 12, 2014 Dividend 0.037 3,200 36.38 116,416.00 19,110.56%
May 12, 2015 Dividend 0.037 3,200 49.08 157,056.00 25,816.83%
Oct 1, 2015 Spin-off n/a 8,717 17.09 148,973.53 24,483.09%
Mar 11, 2016 Dividend 0.040 8,717 14.34 125,001.78 20,527.36%
Jun 16, 2016 Dividend 0.060 8,717 13.85 120,730.45 19,822.52%
Sep 13, 2016 Dividend 0.110 8,717 14.90 129,883.30 21,332.89%
Dec 13, 2016 Dividend 0.170 8,717 15.53 135,375.01 22,239.11%
Mar 13, 2017 Dividend 0.260 8,717 15.92 138,774.64 22,800.11%
Mar 13, 2017 Dividend 0.190 8,717 15.92 138,774.64 22,800.11%
Jun 13, 2017 Dividend 0.210 8,717 16.04 139,820.68 22,972.72%
Sep 14, 2017 Dividend 0.240 8,717 16.19 141,128.23 23,188.49%
Dec 14, 2017 Dividend 0.260 8,717 16.73 145,835.41 23,965.25%
Dec 15, 2017 Current Investment   8,717 16.53 144,092.01 23,677.56%

The Investment Calculator page and related information is provided by Mergent, a third party service. Capital Southwest Corporation does not maintain this page and is not responsible for the accuracy, completeness or timeliness of the information. The results are for illustrative purposes only and should not be relied on for investment purposes. The timing and price of dividend reinvestments, taxes, commissions and other factors may affect the values shown. Please note that historical investment performance is not intended to indicate future performance.