Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SCM (Stellus Capital Investment) | -29.51% | -29.58% | -5.00% | 2.79% | 9.82% | NA | NA | … | … |
Data as of 06/17/2026, Common starting date is 11/09/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SCM (Stellus Capital Investment) | 11/09/2012 | 06/17/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.76 | -29.58 | -5.00 | 2.79 | 9.82 | NA | NA | … | … | -29.51 | 3.72 | 20.34 | 8.68 | 14.47 | 30.09 | -14.13 | 20.97 | 9.54 | 21.23 | 42.48 | -7.72 | -11.33 | -0.14 | 9.24 |
| Sharpe Ratio | NA | -1.11 | -0.26 | 0.07 | 0.24 | NA | NA | … | … | -1.56 | 0.03 | 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 | 25.60 | 21.74 | 22.30 | 36.78 | NA | NA | … | … | 31.85 | 24.17 | 13.57 | 20.80 | 23.54 | 23.35 | 97.21 | 16.50 | 20.45 | 21.26 | 25.80 | 20.47 | 20.03 | 16.90 | 27.65 |
| Draw Down(%) | NA | 38.27 | 38.27 | 38.27 | 66.06 | NA | NA | … | … | 33.92 | 23.87 | 6.54 | 16.91 | 18.35 | 14.31 | 66.06 | 12.45 | 12.76 | 14.02 | 19.60 | 18.99 | 16.31 | 13.27 | 5.91 |
| Yield(%) | 0.00 | 10.98 | 11.06 | 11.58 | 14.15 | 8.42 | 6.32 | … | … | 4.41 | 11.49 | 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 06/17/2026, Common starting date 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) |
-11.81%
Mar 2017 – Mar 2020 |
1.15%
Mar 2015 – Mar 2020 |
9.11%
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) |
39.58%
Jun 2020 – Jun 2023 |
27.74%
Jun 2020 – Jun 2025 |
15.71%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart