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 −36.65% over the past year and −32.89% YTD, with dividends reinvested. Since Nov. 8, 2012, SCM is up +67.13% in real purchasing-power return, or +3.78%/yr, and is currently −41.04% below its real total-return high on Jul. 16, 2025.

Data ending Thu Sep. 17, 2026

Growth of $10,000

Thu 2012-11-08💬 to Thu 2026-09-17 Overall
Return 		Exponential
Trendline
SCM × 		+67.13%
+3.78%/yr 		+7.66%/yr
R2=0.769
Stellus Capital Investment NYSE Common Stock

Growth of $10,000 Summary

Thu 2012-11-08💬 to Thu 2026-09-17 Start
Value 		End
Value
SCM × 		$10,000.00
2012-11-08 		$16,712.58
2026-09-17

This Year’s Performance

through 2026-09-17

  YTD YoY
SCM × 		−32.89% −36.65%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
SCM × 		−41.04%
on 2026-09-17
from 2025-07-16 peak 		−66.04%
on 2020-03-18
from 2020-02-20 peak

Rolling Returns

Period ending Thu 2026-09-17 1 yr 2 yr 3 yr 5 yr 10 yr
SCM × 		−36.65% −29.62%
−16.11%/yr 		−23.46%
−8.53%/yr 		−11.62%
−2.44%/yr 		+56.49%
+4.58%/yr

Annual Returns

Year SCM
2026 (YTD) −32.89%
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%