All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
SCM real return snapshot: after CPI-U inflation, SCM returned −45.10% over the past year and −37.68% YTD, with dividends reinvested. Since Nov. 8, 2012, SCM is up +55.21% in real purchasing-power return, or +3.26%/yr, and is currently −45.24% below its real total-return high on Jul. 16, 2025.
Data ending Fri Jul. 17, 2026
| Thu 2012-11-08💬 to Fri 2026-07-17 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SCM × |
+55.21%
+3.26%/yr |
+7.89%/yr
R2=0.787 |
||||
| Stellus Capital Investment NYSE Common Stock | ||||||
| Thu 2012-11-08💬 to Fri 2026-07-17 |
Start
Value |
End
Value |
|---|---|---|
| SCM × |
$10,000.00
2012-11-08 |
$15,521.22
2026-07-17 |
| YTD | YoY | |
|---|---|---|
| SCM × | −37.68% | −45.10% |
|
Current
Drawdown |
Worst
Drawdown |
|
|---|---|---|
| SCM × |
−45.24%
on 2026-07-17 from 2025-07-16 peak |
−66.04%
on 2020-03-18 from 2020-02-20 peak |
| Period ending Fri 2026-07-17 | 1 yr | 2 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|
| SCM × | −45.10% |
−36.44% −20.28%/yr |
−31.70% −11.94%/yr |
−13.34% −2.82%/yr |
+50.02% +4.14%/yr |
| Year | SCM |
|---|---|
| 2026 (YTD) | −37.68% |
| 2025 | +1.01% |
| 2024 | +16.96% |
| 2023 | +5.17% |
| 2022 | +7.52% |
| 2021 | +21.54% |
| 2020 | −15.29% |
| 2019 | +18.27% |
| 2018 | +7.49% |
| 2017 | +17.74% |
| 2016 | +39.59% |
| 2015 | −8.39% |
| 2014 | −13.09% |
| 2013 | −1.58% |
| 2012 | +10.59% |
