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 2025-02-21?
SCM ×
Stellus Capital Investment NYSE Common Stock

Returns

Thu 2012-11-08? to Fri 2025-02-21? Overall
Return 		Exponential
Trendline
SCM × 		+175.46%
+8.60%/yr 		+8.31%/yr
(R2=0.778)
Stellus Capital Investment NYSE Common Stock

Growth of $10,000

Thu 2012-11-08? to Fri 2025-02-21? Start
Value 		End
Value
SCM × 		$10,000.00
2012-11-08 		$27,545.79
2025-02-21
Stellus Capital Investment NYSE Common Stock

Annual Returns

Year SCM
2025 (YTD) −5.05%
2024 +16.94%
2023 +5.21%
2022 +7.47%
2021 +21.57%
2020 −15.29%
2019 +18.27%
2018 +7.48%
2017 +17.75%
2016 +39.59%
2015 −8.40%
2014 −13.08%
2013 −1.59%
2012 +10.59%

Drawdowns

Thu 2012-11-08? to Fri 2025-02-21? Final
Drawdown 		Worst
Drawdown
SCM × 		−0.33% −66.03%
2020-03-18
Stellus Capital Investment NYSE Common Stock