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 −33.27% over the past year and −31.09% YTD, with dividends reinvested. Since Nov. 8, 2012, SCM is up +71.61% in real purchasing-power return, or +4.04%/yr, and is currently −39.45% below its real total-return high on Jul. 16, 2025.
Data ending Mon Jun. 29, 2026
| Thu 2012-11-08💬 to Mon 2026-06-29 |
YTD
Return |
1 Year
Return |
||||
|---|---|---|---|---|---|---|
| SCM × |
−31.09%
2026-06-29 |
−33.27%
2026-06-29 |
||||
| Stellus Capital Investment NYSE Common Stock | ||||||
| Thu 2012-11-08💬 to Mon 2026-06-29 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SCM × |
+71.61%
+4.04%/yr |
+7.97%/yr
(R2=0.793) |
||||
| Stellus Capital Investment NYSE Common Stock | ||||||
| Thu 2012-11-08💬 to Mon 2026-06-29 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SCM × |
$10,000.00
2012-11-08 |
$17,161.49
2026-06-29 |
||||
| Stellus Capital Investment NYSE Common Stock | ||||||
| Year | SCM |
|---|---|
| 2026 (YTD) | −31.09% |
| 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 2026-06-29 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SCM × |
−39.45%
from 2025-07-16 peak |
−66.04%
2020-03-18 from 2020-02-20 peak |
||||
| Stellus Capital Investment NYSE Common Stock | ||||||
| Period ending Mon 2026-06-29 |
1
Year |
2
Years |
3
Years |
5
Years |
10
Years |
|
|---|---|---|---|---|---|---|
| SCM × | −33.27% |
−26.45% −14.24%/yr |
−21.90% −7.91%/yr |
−3.69% −0.75%/yr |
+77.35% +5.90%/yr |
|
| Stellus Capital Investment NYSE Common Stock | ||||||
