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 Fri 2023-12-29?
SCM ×
Stellus Capital Investment NYSE Common Stock

Returns

Thu 2012-11-08? to Fri 2023-12-29? Overall
Return 		Exponential
Trendline
SCM × 		+110.83%
+6.93%/yr 		+8.00%/yr
(R2=0.713)
Stellus Capital Investment NYSE Common Stock

Growth of $10,000

Thu 2012-11-08? to Fri 2023-12-29? Start
Value 		End
Value
SCM × 		$10,000.00
2012-11-08 		$21,083.06
2023-12-29
Stellus Capital Investment NYSE Common Stock

Annual Returns

Year SCM
2025 (YTD) +1.02%
2024 +16.91%
2023 +5.19%
2022 +7.53%
2021 +21.54%
2020 −15.29%
2019 +18.27%
2018 +7.50%
2017 +17.73%
2016 +39.59%
2015 −8.39%
2014 −13.09%
2013 −1.59%
2012 +10.58%

Drawdowns

Thu 2012-11-08? to Fri 2023-12-29? Final
Drawdown 		Worst
Drawdown
SCM × 		−12.34% −66.04%
2020-03-18
Stellus Capital Investment NYSE Common Stock