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 −35.05% over the past year and −38.48% YTD, with dividends reinvested. Since Nov. 8, 2012, SCM is up +114.90% in nominal total return, or +5.65%/yr, and is currently −45.78% below its total-return high on Sep. 8, 2025.

Data ending Wed Oct. 14, 2026

Growth of $10,000

Thu 2012-11-08💬 to Wed 2026-10-14 Overall
Return
Exponential
Trendline
SCM
×
+114.90%
+5.65%/yr
+10.69%/yr
R2=0.848
Stellus Capital Investment NYSE Common Stock

Growth of $10,000 Summary

Thu 2012-11-08💬 to Wed 2026-10-14 Start
Value
End
Value
SCM
×
$10,000.00
2012-11-08
$21,489.97
2026-10-14

This Year’s Performance

through 2026-10-14

  YTD YoY
SCM
×
−38.48% −35.05%

Drawdowns

  Current
Drawdown
Worst
Drawdown
SCM
×
−45.78%
on 2026-10-14
from 2025-09-08 peak
−66.06%
on 2020-03-18
from 2020-02-20 peak

Rolling Returns

Period ending Wed 2026-10-14 1 yr 2 yr 3 yr 5 yr 10 yr
SCM
×
−35.05% −35.69%
−19.81%/yr
−23.85%
−8.68%/yr
−4.32%
−0.88%/yr
+89.99%
+6.63%/yr

Annual Returns

Year SCM
2026 (YTD) −38.48%
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%