Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| SCM (Stellus Capital Investment Corporation) | 13.88% | 19.34% | 15.53% | 24.17% | 16.01% | NA | NA | 12.01% |
Data as of 08/08/2025, AR inception is 11/09/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SCM (Stellus Capital Investment Corporation) | 11/09/2012 | 08/08/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.56 | 19.34 | 15.53 | 24.17 | 16.01 | NA | NA | 12.01 | 13.88 | 20.34 | 8.71 | 14.51 | 30.12 | -14.02 | 20.98 | 9.57 | 21.24 | 42.48 | -7.75 | -11.34 | -0.14 | 9.24 |
| Sharpe Ratio | NA | 0.74 | 0.60 | 0.99 | 0.40 | NA | NA | 0.30 | 0.80 | 1.23 | 0.24 | 0.56 | 1.29 | -0.15 | 1.18 | 0.40 | 0.97 | 1.64 | -0.38 | -0.57 | -0.01 | 3.34 |
| Standard Deviation(%) | NA | 21.96 | 20.27 | 22.91 | 36.88 | NA | NA | 33.86 | 26.56 | 13.57 | 20.80 | 23.54 | 23.35 | 97.18 | 16.49 | 20.45 | 21.26 | 25.80 | 20.45 | 20.02 | 16.90 | 27.65 |
| Draw Down(%) | NA | 23.87 | 23.87 | 23.87 | 66.03 | NA | NA | 66.03 | 23.87 | 6.54 | 16.90 | 18.34 | 14.31 | 66.03 | 12.45 | 12.75 | 14.00 | 19.59 | 19.02 | 16.30 | 13.27 | 5.91 |
| Yield(%) | 0.00 | 11.59 | 11.69 | 16.91 | 13.90 | 7.88 | 5.91 | 9.85 | 6.71 | 12.40 | 12.01 | 11.56 | 10.00 | 8.09 | 10.22 | 10.43 | 12.15 | 13.87 | 11.49 | 10.50 | 8.13 | 1.19 |
Data as of 08/08/2025, AR inception is 11/09/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCM (Stellus Capital Investment Corporation) |
-11.77%
Mar 2017 - Mar 2020 |
1.17%
Mar 2015 - Mar 2020 |
9.13%
Dec 2012 - Dec 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCM (Stellus Capital Investment Corporation) |
39.57%
Jun 2020 - Jun 2023 |
27.74%
Jun 2020 - Jun 2025 |
15.42%
Jul 2015 - Jul 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart