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 2025-07-15 YTD
Return
TRR
Price
SCM
×
+13.53%
2025-07-15
2.808 TRR
2025-07-15
Stellus Capital Investment NYSE Common Stock

Returns

Thu 2012-11-08? to Tue 2025-07-15 Overall
Return
Exponential
Trendline
SCM
×
+180.77%
+8.48%/yr
+8.41%/yr
(R2=0.796)
Stellus Capital Investment NYSE Common Stock

Growth of $10,000

Thu 2012-11-08? to Tue 2025-07-15 Start
Value
End
Value
SCM
×
$10,000.00
2012-11-08
$28,077.35
2025-07-15
Stellus Capital Investment NYSE Common Stock

Annual Returns

Year SCM
2025 (YTD) +13.53%
2024 +16.97%
2023 +5.18%
2022 +7.56%
2021 +21.57%
2020 −15.28%
2019 +18.31%
2018 +7.52%
2017 +17.76%
2016 +39.64%
2015 −8.37%
2014 −13.06%
2013 −1.55%
2012 +10.60%

Drawdowns

Thu 2012-11-08? to Tue 2025-07-15 Current
Drawdown
Worst
Drawdown
SCM
×
0.00% −66.05%
2020-03-18
Stellus Capital Investment NYSE Common Stock