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 −33.83% over the past year and −27.75% YTD, with dividends reinvested. Since Nov. 8, 2012, SCM is up +79.93% in real purchasing-power return, or +4.35%/yr, and is currently −36.52% below its real total-return high on Jul. 16, 2025.
Data ending Fri Aug. 28, 2026
| Thu 2012-11-08💬 to Fri 2026-08-28 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SCM × |
+79.93%
+4.35%/yr |
+7.72%/yr
R2=0.774 |
||||
| Stellus Capital Investment NYSE Common Stock | ||||||
| Thu 2012-11-08💬 to Fri 2026-08-28 |
Start
Value |
End
Value |
|---|---|---|
| SCM × |
$10,000.00
2012-11-08 |
$17,993.23
2026-08-28 |
| YTD | YoY | |
|---|---|---|
| SCM × | −27.75% | −33.83% |
|
Current
Drawdown |
Worst
Drawdown |
|
|---|---|---|
| SCM × |
−36.52%
on 2026-08-28 from 2025-07-16 peak |
−66.04%
on 2020-03-18 from 2020-02-20 peak |
| Period ending Fri 2026-08-28 | 1 yr | 2 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|
| SCM × | −33.83% |
−23.51% −12.54%/yr |
−17.48% −6.20%/yr |
−4.08% −0.83%/yr |
+67.23% +5.28%/yr |
| Year | SCM |
|---|---|
| 2026 (YTD) | −27.75% |
| 2025 | +1.01% |
| 2024 | +16.97% |
| 2023 | +5.17% |
| 2022 | +7.52% |
| 2021 | +21.54% |
| 2020 | −15.28% |
| 2019 | +18.27% |
| 2018 | +7.49% |
| 2017 | +17.74% |
| 2016 | +39.59% |
| 2015 | −8.39% |
| 2014 | −13.09% |
| 2013 | −1.58% |
| 2012 | +10.59% |
