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 −29.91% over the past year and −35.89% YTD, with dividends reinvested. Since Nov. 8, 2012, SCM is up +123.89% in nominal total return, or +5.93%/yr, and is currently −43.50% below its total-return high on Sep. 8, 2025.

Data ending Wed Nov. 4, 2026

Growth of $10,000

Thu 2012-11-08💬 to Wed 2026-11-04 Overall
Return
Exponential
Trendline
SCM
×
+123.89%
+5.93%/yr
+10.58%/yr
R2=0.842
Stellus Capital Investment NYSE Common Stock

Growth of $10,000 Summary

Thu 2012-11-08💬 to Wed 2026-11-04 Start
Value
End
Value
SCM
×
$10,000.00
2012-11-08
$22,389.44
2026-11-04

This Year’s Performance

through 2026-11-04

  YTD YoY
SCM
×
−35.89% −29.91%

Drawdowns

  Current
Drawdown
Worst
Drawdown
SCM
×
−43.50%
on 2026-11-04
from 2025-09-08 peak
−66.06%
on 2020-03-18
from 2020-02-20 peak

Rolling Returns

Period ending Wed 2026-11-04 1 yr 2 yr 3 yr 5 yr 10 yr
SCM
×
−29.91% −31.26%
−17.09%/yr
−21.03%
−7.57%/yr
−5.73%
−1.17%/yr
+102.34%
+7.30%/yr

Annual Returns

Year SCM
2026 (YTD) −35.89%
2025 +3.71%
2024 +20.34%
2023 +8.68%
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 −0.12%
2012 +9.91%