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 Mon 2018-12-31?
SCM ×
Stellus Capital Investment NYSE Common Stock

Returns

Thu 2012-11-08? to Mon 2018-12-31? Overall
Return 		Exponential
Trendline
SCM × 		+53.09%
+7.18%/yr 		+7.26%/yr
(R2=0.477)
Stellus Capital Investment NYSE Common Stock

Growth of $10,000

Thu 2012-11-08? to Mon 2018-12-31? Start
Value 		End
Value
SCM × 		$10,000.00
2012-11-08 		$15,308.85
2018-12-31
Stellus Capital Investment NYSE Common Stock

Annual Returns

Year SCM
2025 (YTD) +0.00%
2024 +17.00%
2023 +5.10%
2022 +7.55%
2021 +21.53%
2020 −15.28%
2019 +18.26%
2018 +7.49%
2017 +17.74%
2016 +39.58%
2015 −8.38%
2014 −13.10%
2013 −1.57%
2012 +10.58%

Drawdowns

Thu 2012-11-08? to Mon 2018-12-31? Final
Drawdown 		Worst
Drawdown
SCM × 		−4.10% −36.96%
2016-02-22
Stellus Capital Investment NYSE Common Stock