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 −25.05% over the past year and −27.17% YTD, with dividends reinvested. Since Nov. 8, 2012, SCM is up +154.40% in nominal total return, or +7.12%/yr, and is currently −35.81% below its total-return high on Sep. 8, 2025.

Thu 2012-11-08💬 to Fri 2026-06-05 YTD
Return
1 Year
Return
SCM
×
−27.17%
2026-06-05
−25.05%
2026-06-05
Stellus Capital Investment NYSE Common Stock

Returns

Thu 2012-11-08💬 to Fri 2026-06-05 Overall
Return
Exponential
Trendline
SCM
×
+154.40%
+7.12%/yr
+11.18%/yr
(R2=0.866)
Stellus Capital Investment NYSE Common Stock

Growth of $10,000

Thu 2012-11-08💬 to Fri 2026-06-05 Start
Value
End
Value
SCM
×
$10,000.00
2012-11-08
$25,440.03
2026-06-05
Stellus Capital Investment NYSE Common Stock

Annual Returns

Year SCM
2026 (YTD) −27.17%
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 +9.91%

Drawdowns

Thu 2012-11-08💬 to Fri 2026-06-05 Current
Drawdown
Worst
Drawdown
SCM
×
−35.81%
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 Fri 2026-06-05 1
Year
2
Years
3
Years
5
Years
10
Years
SCM
×
−25.05% −19.85%
−10.48%/yr
−9.65%
−3.33%/yr
+15.89%
+2.99%/yr
+164.71%
+10.22%/yr
Stellus Capital Investment NYSE Common Stock