All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)

Total Real Returns

SCM: Total Return Chart (with Dividends Reinvested)

SCM total return snapshot: SCM returned −32.38% over the past year and −28.65% YTD, with dividends reinvested. Since Nov. 8, 2012, SCM is up +149.24% in nominal total return, or +6.92%/yr, and is currently −37.12% below its total-return high on Sep. 8, 2025.

Data ending Thu Jul. 2, 2026

Thu 2012-11-08💬 to Thu 2026-07-02 YTD
Return
1 Year
Return
SCM
×
−28.65%
2026-07-02
−32.38%
2026-07-02
Stellus Capital Investment NYSE Common Stock

Returns

Thu 2012-11-08💬 to Thu 2026-07-02 Overall
Return
Exponential
Trendline
SCM
×
+149.24%
+6.92%/yr
+11.08%/yr
(R2=0.863)
Stellus Capital Investment NYSE Common Stock

Growth of $10,000

Thu 2012-11-08💬 to Thu 2026-07-02 Start
Value
End
Value
SCM
×
$10,000.00
2012-11-08
$24,923.96
2026-07-02
Stellus Capital Investment NYSE Common Stock

Annual Returns

Year SCM
2026 (YTD) −28.65%
2025 +3.71%
2024 +20.34%
2023 +8.69%
2022 +14.47%
2021 +30.09%
2020 −14.13%
2019 +20.97%
2018 +9.54%
2017 +20.23%
2016 +42.48%
2015 −7.72%
2014 −12.43%
2013 −0.10%
2012 +9.90%

Drawdowns

Thu 2012-11-08💬 to Thu 2026-07-02 Current
Drawdown
Worst
Drawdown
SCM
×
−37.12%
from 2025-09-08 peak
−66.06%
2020-03-18
from 2020-02-20 peak
Stellus Capital Investment NYSE Common Stock

Rolling Returns

Period ending Thu 2026-07-02 1
Year
2
Years
3
Years
5
Years
10
Years
SCM
×
−32.38% −22.41%
−11.92%/yr
−13.68%
−4.79%/yr
+16.66%
+3.13%/yr
+143.81%
+9.32%/yr
Stellus Capital Investment NYSE Common Stock