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 −36.35% over the past year and −38.58% YTD, with dividends reinvested. Since Nov. 8, 2012, SCM is up +52.96% in real purchasing-power return, or +3.10%/yr, and is currently −46.04% below its real total-return high on Jul. 16, 2025.
Data ending Tue Oct. 6, 2026
| Thu 2012-11-08💬 to Tue 2026-10-06 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SCM × |
+52.96%
+3.10%/yr |
+7.58%/yr
R2=0.762 |
||||
| Stellus Capital Investment NYSE Common Stock | ||||||
| Thu 2012-11-08💬 to Tue 2026-10-06 |
Start
Value |
End
Value |
|---|---|---|
| SCM × |
$10,000.00
2012-11-08 |
$15,296.14
2026-10-06 |
| YTD | YoY | |
|---|---|---|
| SCM × | −38.58% | −36.35% |
|
Current
Drawdown |
Worst
Drawdown |
|
|---|---|---|
| SCM × |
−46.04%
on 2026-10-06 from 2025-07-16 peak |
−66.04%
on 2020-03-18 from 2020-02-20 peak |
| Period ending Tue 2026-10-06 | 1 yr | 2 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|
| SCM × | −36.35% |
−36.25% −20.15%/yr |
−26.58% −9.79%/yr |
−17.96% −3.88%/yr |
+45.82% +3.84%/yr |
| Year | SCM |
|---|---|
| 2026 (YTD) | −38.58% |
| 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% |
