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 −25.69% over the past year and −26.92% YTD, with dividends reinvested. Since Nov. 8, 2012, SCM is up +155.27% in nominal total return, or +7.14%/yr, and is currently −35.59% below its total-return high on Sep. 8, 2025.

Thu 2012-11-08💬 to Mon 2026-06-08 YTD
Return
1 Year
Return
SCM
×
−26.92%
2026-06-08
−25.69%
2026-06-08
Stellus Capital Investment NYSE Common Stock

Returns

Thu 2012-11-08💬 to Mon 2026-06-08 Overall
Return
Exponential
Trendline
SCM
×
+155.27%
+7.14%/yr
+11.17%/yr
(R2=0.866)
Stellus Capital Investment NYSE Common Stock

Growth of $10,000

Thu 2012-11-08💬 to Mon 2026-06-08 Start
Value
End
Value
SCM
×
$10,000.00
2012-11-08
$25,527.45
2026-06-08
Stellus Capital Investment NYSE Common Stock

Annual Returns

Year SCM
2026 (YTD) −26.92%
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%

Drawdowns

Thu 2012-11-08💬 to Mon 2026-06-08 Current
Drawdown
Worst
Drawdown
SCM
×
−35.59%
from 2025-09-08 peak
−66.06%
2020-03-18
from 2020-02-20 peak
Stellus Capital Investment NYSE Common Stock

Rolling Returns

Period ending Mon 2026-06-08 1
Year
2
Years
3
Years
5
Years
10
Years
SCM
×
−25.69% −19.35%
−10.19%/yr
−9.34%
−3.22%/yr
+16.99%
+3.19%/yr
+165.34%
+10.25%/yr
Stellus Capital Investment NYSE Common Stock