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 Wed 2025-08-27 YTD
Return 		TRR
Price
SCM × 		+11.20%
2025-08-27 		2.742 TRR
2025-08-27
Stellus Capital Investment NYSE Common Stock

Returns

Thu 2012-11-08? to Wed 2025-08-27 Overall
Return 		Exponential
Trendline
SCM × 		+174.17%
+8.20%/yr 		+8.43%/yr
(R2=0.801)
Stellus Capital Investment NYSE Common Stock

Growth of $10,000

Thu 2012-11-08? to Wed 2025-08-27 Start
Value 		End
Value
SCM × 		$10,000.00
2012-11-08 		$27,416.95
2025-08-27
Stellus Capital Investment NYSE Common Stock

Annual Returns

Year SCM
2025 (YTD) +11.20%
2024 +16.90%
2023 +5.21%
2022 +7.52%
2021 +21.54%
2020 −15.29%
2019 +18.27%
2018 +7.50%
2017 +17.74%
2016 +39.59%
2015 −8.40%
2014 −13.08%
2013 −1.59%
2012 +10.60%

Drawdowns

Thu 2012-11-08? to Wed 2025-08-27 Current
Drawdown 		Worst
Drawdown
SCM × 		−3.29% −66.05%
2020-03-18
Stellus Capital Investment NYSE Common Stock