All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

SCM: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Thu 2012-11-08? to Tue 2025-06-03 YTD
Return 		TRR
Price
SCM × 		−0.97%
2025-06-03 		2.45 TRR
2025-06-03
Stellus Capital Investment NYSE Common Stock

Returns

Thu 2012-11-08? to Tue 2025-06-03 Overall
Return 		Exponential
Trendline
SCM × 		+144.96%
+7.39%/yr 		+8.38%/yr
(R2=0.791)
Stellus Capital Investment NYSE Common Stock

Growth of $10,000

Thu 2012-11-08? to Tue 2025-06-03 Start
Value 		End
Value
SCM × 		$10,000.00
2012-11-08 		$24,495.84
2025-06-03
Stellus Capital Investment NYSE Common Stock

Annual Returns

Year SCM
2025 (YTD) −0.97%
2024 +16.97%
2023 +5.25%
2022 +7.52%
2021 +21.54%
2020 −15.27%
2019 +18.30%
2018 +7.52%
2017 +17.78%
2016 +39.62%
2015 −8.36%
2014 −13.06%
2013 −1.54%
2012 +10.60%

Drawdowns

Thu 2012-11-08? to Tue 2025-06-03 Current
Drawdown 		Worst
Drawdown
SCM × 		−12.66% −66.04%
2020-03-18
Stellus Capital Investment NYSE Common Stock