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)

SCM real return snapshot: after CPI-U inflation, SCM returned −35.92% over the past year and −40.01% YTD, with dividends reinvested. Since Nov. 8, 2012, SCM is up +49.39% in real purchasing-power return, or +2.93%/yr, and is currently −47.30% below its real total-return high on Jul. 16, 2025.

Data ending Wed Oct. 7, 2026

Growth of $10,000

Thu 2012-11-08💬 to Wed 2026-10-07 Overall
Return 		Exponential
Trendline
SCM × 		+49.39%
+2.93%/yr 		+7.57%/yr
R2=0.762
Stellus Capital Investment NYSE Common Stock

Growth of $10,000 Summary

Thu 2012-11-08💬 to Wed 2026-10-07 Start
Value 		End
Value
SCM × 		$10,000.00
2012-11-08 		$14,938.56
2026-10-07

This Year’s Performance

through 2026-10-07

  YTD YoY
SCM × 		−40.01% −35.92%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
SCM × 		−47.30%
on 2026-10-07
from 2025-07-16 peak 		−66.04%
on 2020-03-18
from 2020-02-20 peak

Rolling Returns

Period ending Wed 2026-10-07 1 yr 2 yr 3 yr 5 yr 10 yr
SCM × 		−35.92% −37.87%
−21.18%/yr 		−28.30%
−10.50%/yr 		−19.42%
−4.23%/yr 		+44.02%
+3.72%/yr

Annual Returns

Year SCM
2026 (YTD) −40.01%
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%