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 −34.68% over the past year and −33.97% YTD, with dividends reinvested. Since Nov. 8, 2012, SCM is up +130.64% in nominal total return, or +6.21%/yr, and is currently −41.81% below its total-return high on Sep. 8, 2025.

Data ending Fri Sep. 25, 2026

Growth of $10,000

Thu 2012-11-08💬 to Fri 2026-09-25 Overall
Return
Exponential
Trendline
SCM
×
+130.64%
+6.21%/yr
+10.77%/yr
R2=0.852
Stellus Capital Investment NYSE Common Stock

Growth of $10,000 Summary

Thu 2012-11-08💬 to Fri 2026-09-25 Start
Value
End
Value
SCM
×
$10,000.00
2012-11-08
$23,064.40
2026-09-25

This Year’s Performance

through 2026-09-25

  YTD YoY
SCM
×
−33.97% −34.68%

Drawdowns

  Current
Drawdown
Worst
Drawdown
SCM
×
−41.81%
on 2026-09-25
from 2025-09-08 peak
−66.06%
on 2020-03-18
from 2020-02-20 peak

Rolling Returns

Period ending Fri 2026-09-25 1 yr 2 yr 3 yr 5 yr 10 yr
SCM
×
−34.68% −28.42%
−15.39%/yr
−21.47%
−7.74%/yr
+2.39%
+0.47%/yr
+101.79%
+7.27%/yr

Annual Returns

Year SCM
2026 (YTD) −33.97%
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%