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 Thu 2020-12-31?
SCM ×
Stellus Capital Investment NYSE Common Stock

Returns

Thu 2012-11-08? to Thu 2020-12-31? Overall
Return 		Exponential
Trendline
SCM × 		+53.39%
+5.39%/yr 		+6.19%/yr
(R2=0.402)
Stellus Capital Investment NYSE Common Stock

Growth of $10,000

Thu 2012-11-08? to Thu 2020-12-31? Start
Value 		End
Value
SCM × 		$10,000.00
2012-11-08 		$15,338.58
2020-12-31
Stellus Capital Investment NYSE Common Stock

Annual Returns

Year SCM
2025 (YTD) −2.15%
2024 +16.93%
2023 +5.21%
2022 +7.46%
2021 +21.58%
2020 −15.28%
2019 +18.27%
2018 +7.49%
2017 +17.75%
2016 +39.58%
2015 −8.40%
2014 −13.08%
2013 −1.59%
2012 +10.60%

Drawdowns

Thu 2012-11-08? to Thu 2020-12-31? Final
Drawdown 		Worst
Drawdown
SCM × 		−19.95% −66.05%
2020-03-18
Stellus Capital Investment NYSE Common Stock