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 −28.51% over the past year and −29.17% YTD, with dividends reinvested. Since Nov. 8, 2012, SCM is up +76.38% in real purchasing-power return, or +4.27%/yr, and is currently −37.77% below its real total-return high on Jul. 16, 2025.
| Thu 2012-11-08💬 to Mon 2026-06-08 |
YTD
Return |
1 Year
Return |
||||
|---|---|---|---|---|---|---|
| SCM × |
−29.17%
2026-06-08 |
−28.51%
2026-06-08 |
||||
| Stellus Capital Investment NYSE Common Stock | ||||||
| Thu 2012-11-08💬 to Mon 2026-06-08 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SCM × |
+76.38%
+4.27%/yr |
+8.04%/yr
(R2=0.798) |
||||
| Stellus Capital Investment NYSE Common Stock | ||||||
| Thu 2012-11-08💬 to Mon 2026-06-08 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SCM × |
$10,000.00
2012-11-08 |
$17,638.42
2026-06-08 |
||||
| Stellus Capital Investment NYSE Common Stock | ||||||
| Year | SCM |
|---|---|
| 2026 (YTD) | −29.17% |
| 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% |
| Thu 2012-11-08💬 to Mon 2026-06-08 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SCM × |
−37.77%
from 2025-07-16 peak |
−66.04%
2020-03-18 from 2020-02-20 peak |
||||
| Stellus Capital Investment NYSE Common Stock | ||||||
| Period ending Mon 2026-06-08 |
1
Year |
2
Years |
3
Years |
5
Years |
10
Years |
|
|---|---|---|---|---|---|---|
| SCM × | −28.51% |
−24.23% −12.96%/yr |
−17.46% −6.20%/yr |
−5.58% −1.14%/yr |
+90.81% +6.67%/yr |
|
| Stellus Capital Investment NYSE Common Stock | ||||||
