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 −31.94% over the past year and −24.22% YTD, with dividends reinvested. Since Nov. 8, 2012, SCM is up +164.71% in nominal total return, or +7.30%/yr, and is currently −33.21% below its total-return high on Sep. 8, 2025.

Data ending Fri Sep. 4, 2026

Growth of $10,000

Thu 2012-11-08💬 to Fri 2026-09-04 Overall
Return 		Exponential
Trendline
SCM × 		+164.71%
+7.30%/yr 		+10.84%/yr
R2=0.855
Stellus Capital Investment NYSE Common Stock

Growth of $10,000 Summary

Thu 2012-11-08💬 to Fri 2026-09-04 Start
Value 		End
Value
SCM × 		$10,000.00
2012-11-08 		$26,471.30
2026-09-04

This Year’s Performance

through 2026-09-04

  YTD YoY
SCM × 		−24.22% −31.94%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
SCM × 		−33.21%
on 2026-09-04
from 2025-09-08 peak 		−66.06%
on 2020-03-18
from 2020-02-20 peak

Rolling Returns

Period ending Fri 2026-09-04 1 yr 2 yr 3 yr 5 yr 10 yr
SCM × 		−31.94% −17.96%
−9.43%/yr 		−9.35%
−3.22%/yr 		+22.25%
+4.10%/yr 		+132.83%
+8.82%/yr

Annual Returns

Year SCM
2026 (YTD) −24.22%
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%