Performance analysis of Stellus Capital Investment (SCM)
Annual Return
Over the past 3 years, SCM has had an average annual return of -3.66%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, SCM has had an average annual return of +2.20%, underperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, SCM has had an average annual return of +9.84%, underperforming the benchmark SPY, which returned +15.44% annual.
Since Nov 8, 2012, SCM has had an average annual return of +6.81%, underperforming the benchmark SPY, which returned +15.31% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| -27.57% | +3.73% | +20.35% | +8.72% | +10.64% | +30.13% | -13.96% | +21.01% | +9.60% | +20.27% | +42.52% | -7.72% |
| 2014 | 2013 | 2012 | |||||||||
| -12.82% | -0.14% | +9.89% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.68% | -20.71% | -6.95% | +6.23% | -6.07% | -3.23% | -27.57% | ||||||
| 2025 | +7.80% | +4.78% | -7.44% | -7.76% | +4.88% | +6.05% | +1.39% | +4.74% | -9.20% | -7.25% | +2.11% | +5.90% | +3.73% |
| 2024 | +1.72% | -0.28% | +3.46% | +8.52% | -0.33% | -0.12% | +3.16% | -1.69% | +1.20% | +3.75% | -1.04% | +0.75% | +20.35% |
| 2023 | +8.56% | +10.89% | -9.28% | +4.14% | -4.87% | +3.67% | +7.84% | -6.63% | -1.28% | -7.10% | +3.31% | +1.60% | +8.72% |
| 2022 | +4.46% | -2.36% | +5.06% | -0.85% | -6.29% | -11.41% | +21.24% | +2.05% | -11.06% | +12.17% | +3.26% | -1.59% | +10.64% |
| 2021 | -4.67% | +13.93% | +9.83% | +5.69% | -0.42% | -4.00% | +3.48% | +0.92% | +1.61% | +7.22% | -4.10% | -1.03% | +30.13% |
| 2020 | +0.93% | -16.73% | -37.05% | +10.15% | +0.25% | -9.57% | +9.67% | +5.94% | +9.14% | -5.18% | +34.79% | +0.48% | -13.96% |
| 2019 | +12.08% | -1.38% | +1.23% | +2.28% | -2.27% | +0.17% | +5.80% | -7.68% | +3.40% | +2.53% | +4.43% | -0.12% | +21.01% |
| 2018 | -8.13% | -3.50% | +1.68% | +11.58% | +1.75% | +0.41% | +3.77% | +2.91% | +2.47% | -9.36% | +12.27% | -4.22% | +9.60% |
| 2017 | +11.39% | +5.42% | +5.29% | -0.53% | -0.67% | -2.31% | +0.39% | -0.86% | +2.56% | +1.92% | -6.65% | +3.78% | +20.27% |
Drawdown analysis of Stellus Capital Investment (SCM)
The maximum drawdown for the SCM was -66.03%, occurring on Mar 18, 2020. Recovery took 266 trading sessions.
The current SCM drawdown is -36.19%.
Since Nov 8, 2012 SCM has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 1 time
- 30% or more: 3 times
- 20% or more: 5 times
- 10% or more: 15 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -66.03% | Feb 20, 2020 | 19 | Mar 18, 2020 | 266 | Apr 8, 2021 | 285 |
| -38.26% | Sep 8, 2025 | 130 | Mar 16, 2026 | Ongoing | Ongoing | Ongoing |
| -36.86% | Nov 14, 2014 | 317 | Feb 22, 2016 | 148 | Sep 21, 2016 | 465 |
| -23.86% | Mar 3, 2025 | 26 | Apr 8, 2025 | 64 | Jul 11, 2025 | 90 |
| -20.50% | Nov 9, 2021 | 160 | Jun 30, 2022 | 31 | Aug 15, 2022 | 191 |
| -17.71% | Oct 27, 2017 | 67 | Feb 5, 2018 | 91 | Jun 15, 2018 | 158 |
| -16.91% | Aug 8, 2023 | 57 | Oct 27, 2023 | 120 | Apr 22, 2024 | 177 |
| -13.74% | Aug 15, 2022 | 33 | Sep 30, 2022 | 26 | Nov 7, 2022 | 59 |
| -13.27% | Jan 2, 2013 | 8 | Jan 14, 2013 | 298 | Mar 21, 2014 | 306 |
| -13.05% | Feb 24, 2023 | 30 | Apr 10, 2023 | 74 | Jul 26, 2023 | 104 |
| -12.75% | Dec 11, 2018 | 9 | Dec 24, 2018 | 8 | Jan 7, 2019 | 17 |
| -12.45% | Jul 30, 2019 | 12 | Aug 15, 2019 | 71 | Nov 25, 2019 | 83 |
| -12.41% | Jul 1, 2014 | 74 | Oct 15, 2014 | 18 | Nov 10, 2014 | 92 |
| -11.27% | Sep 21, 2018 | 25 | Oct 26, 2018 | 23 | Nov 29, 2018 | 48 |
| -11.14% | Mar 21, 2014 | 38 | May 15, 2014 | 30 | Jun 27, 2014 | 68 |
| -9.03% | Feb 22, 2019 | 5 | Mar 1, 2019 | 104 | Jul 30, 2019 | 109 |
| -8.67% | Apr 28, 2021 | 10 | May 12, 2021 | 51 | Jul 26, 2021 | 61 |
| -8.47% | Sep 21, 2016 | 31 | Nov 3, 2016 | 5 | Nov 10, 2016 | 36 |
| -7.89% | May 3, 2017 | 35 | Jun 22, 2017 | 77 | Oct 11, 2017 | 112 |
| -7.76% | Jul 16, 2025 | 13 | Aug 4, 2025 | 24 | Sep 8, 2025 | 37 |
| -7.34% | Feb 23, 2017 | 10 | Mar 9, 2017 | 4 | Mar 15, 2017 | 14 |
| -6.54% | Oct 28, 2024 | 36 | Dec 18, 2024 | 17 | Jan 15, 2025 | 53 |
| -6.47% | Nov 7, 2022 | 32 | Dec 22, 2022 | 13 | Jan 12, 2023 | 45 |
| -5.91% | Dec 21, 2012 | 2 | Dec 26, 2012 | 3 | Dec 31, 2012 | 5 |
| -5.66% | Aug 16, 2021 | 3 | Aug 19, 2021 | 40 | Oct 15, 2021 | 43 |