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)

SCM real return snapshot: after CPI-U inflation, SCM returned −39.61% over the past year and −43.75% YTD, with dividends reinvested. Since Nov. 8, 2012, SCM is up +40.08% in real purchasing-power return, or +2.44%/yr, and is currently −50.58% below its real total-return high on Jul. 16, 2025.

Data ending Tue Oct. 27, 2026

Growth of $10,000

Thu 2012-11-08💬 to Tue 2026-10-27 Overall
Return 		Exponential
Trendline
SCM × 		+40.08%
+2.44%/yr 		+7.47%/yr
R2=0.751
Stellus Capital Investment NYSE Common Stock

Growth of $10,000 Summary

Thu 2012-11-08💬 to Tue 2026-10-27 Start
Value 		End
Value
SCM × 		$10,000.00
2012-11-08 		$14,007.51
2026-10-27

This Year’s Performance

through 2026-10-27

  YTD YoY
SCM × 		−43.75% −39.61%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
SCM × 		−50.58%
on 2026-10-27
from 2025-07-16 peak 		−66.04%
on 2020-03-18
from 2020-02-20 peak

Rolling Returns

Period ending Tue 2026-10-27 1 yr 2 yr 3 yr 5 yr 10 yr
SCM × 		−39.61% −43.50%
−24.83%/yr 		−28.37%
−10.53%/yr 		−28.74%
−6.55%/yr 		+28.36%
+2.53%/yr

Annual Returns

Year SCM
2026 (YTD) −43.75%
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%