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 Fri 2025-12-12 YTD
Return
TRR
Price
SCM
×
+1.02%
2025-12-12
2.49 TRR
2025-12-12
Stellus Capital Investment NYSE Common Stock

Returns

Thu 2012-11-08? to Fri 2025-12-12 Overall
Return
Exponential
Trendline
SCM
×
+148.99%
+7.22%/yr
+8.40%/yr
(R2=0.810)
Stellus Capital Investment NYSE Common Stock

Growth of $10,000

Thu 2012-11-08? to Fri 2025-12-12 Start
Value
End
Value
SCM
×
$10,000.00
2012-11-08
$24,898.82
2025-12-12
Stellus Capital Investment NYSE Common Stock

Annual Returns

Year SCM
2025 (YTD) +1.02%
2024 +16.91%
2023 +5.19%
2022 +7.53%
2021 +21.54%
2020 −15.29%
2019 +18.27%
2018 +7.50%
2017 +17.73%
2016 +39.59%
2015 −8.39%
2014 −13.09%
2013 −1.59%
2012 +10.58%

Drawdowns

Thu 2012-11-08? to Fri 2025-12-12 Current
Drawdown
Worst
Drawdown
SCM
×
−12.17% −66.04%
2020-03-18
Stellus Capital Investment NYSE Common Stock