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 −32.50% over the past year and −37.00% YTD, with dividends reinvested. Since Nov. 8, 2012, SCM is up +120.08% in nominal total return, or +5.82%/yr, and is currently −44.47% below its total-return high on Sep. 8, 2025.

Data ending Thu Oct. 15, 2026

Growth of $10,000

Thu 2012-11-08💬 to Thu 2026-10-15 Overall
Return
Exponential
Trendline
SCM
×
+120.08%
+5.82%/yr
+10.68%/yr
R2=0.848
Stellus Capital Investment NYSE Common Stock

Growth of $10,000 Summary

Thu 2012-11-08💬 to Thu 2026-10-15 Start
Value
End
Value
SCM
×
$10,000.00
2012-11-08
$22,008.17
2026-10-15

This Year’s Performance

through 2026-10-15

  YTD YoY
SCM
×
−37.00% −32.50%

Drawdowns

  Current
Drawdown
Worst
Drawdown
SCM
×
−44.47%
on 2026-10-15
from 2025-09-08 peak
−66.06%
on 2020-03-18
from 2020-02-20 peak

Rolling Returns

Period ending Thu 2026-10-15 1 yr 2 yr 3 yr 5 yr 10 yr
SCM
×
−32.50% −34.37%
−18.99%/yr
−22.01%
−7.95%/yr
−3.40%
−0.69%/yr
+94.57%
+6.88%/yr

Annual Returns

Year SCM
2026 (YTD) −37.00%
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%