All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
SCM total return snapshot: SCM returned −45.86% over the past year and −40.74% YTD, with dividends reinvested. Since Nov. 8, 2012, SCM is up +107.01% in nominal total return, or +5.45%/yr, and is currently −47.77% below its total-return high on Sep. 8, 2025.
Data ending Fri Jul. 24, 2026
| Thu 2012-11-08💬 to Fri 2026-07-24 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SCM × |
+107.01%
+5.45%/yr |
+10.99%/yr
R2=0.860 |
||||
| Stellus Capital Investment NYSE Common Stock | ||||||
| Thu 2012-11-08💬 to Fri 2026-07-24 |
Start
Value |
End
Value |
|---|---|---|
| SCM × |
$10,000.00
2012-11-08 |
$20,701.06
2026-07-24 |
| YTD | YoY | |
|---|---|---|
| SCM × | −40.74% | −45.86% |
|
Current
Drawdown |
Worst
Drawdown |
|
|---|---|---|
| SCM × |
−47.77%
on 2026-07-24 from 2025-09-08 peak |
−66.06%
on 2020-03-18 from 2020-02-20 peak |
| Period ending Fri 2026-07-24 | 1 yr | 2 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|
| SCM × | −45.86% |
−36.87% −20.55%/yr |
−32.93% −12.47%/yr |
−6.58% −1.35%/yr |
+87.98% +6.51%/yr |
| Year | SCM |
|---|---|
| 2026 (YTD) | −40.74% |
| 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% |