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 Tue 2025-05-13?
SCM ×
Stellus Capital Investment NYSE Common Stock

Returns

Thu 2012-11-08? to Tue 2025-05-13? Overall
Return 		Exponential
Trendline
SCM × 		+138.10%
+7.18%/yr 		+8.35%/yr
(R2=0.788)
Stellus Capital Investment NYSE Common Stock

Growth of $10,000

Thu 2012-11-08? to Tue 2025-05-13? Start
Value 		End
Value
SCM × 		$10,000.00
2012-11-08 		$23,810.40
2025-05-13
Stellus Capital Investment NYSE Common Stock

Annual Returns

Year SCM
2025 (YTD) −0.75%
2024 +16.97%
2023 +5.15%
2022 +7.52%
2021 +21.56%
2020 −15.28%
2019 +18.26%
2018 +7.50%
2017 +17.73%
2016 +39.58%
2015 −8.38%
2014 −13.10%
2013 −1.57%
2012 +10.59%

Drawdowns

Thu 2012-11-08? to Tue 2025-05-13? Final
Drawdown 		Worst
Drawdown
SCM × 		−14.84% −66.04%
2020-03-18
Stellus Capital Investment NYSE Common Stock