Stellus Capital Investment Corporation (SCM)

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Stellus Capital Investment Corporation (SCM) is down 31.3% since the beginning of the year. At $8 per share, SCM is trading 46.5% below its 52-week high of $15. Investors who bought $1,000 worth of SCM shares 5 years ago would now be looking at an investment worth $1,083.

Stellus Capital Investment Corporation (SCM) has returned -31.25% so far this year and -31.91% over the past 12 months. Over the last ten years, SCM has returned 8.81% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.

Based on dividend-adjusted daily data since Nov 8, 2012, SCM's average daily return is +0.05%, while the average monthly return is +0.80%. At this rate, an investment would double in approximately 7.2 years.

Historically, 58% of months were positive and 42% were negative. The best month was Nov 2020 with a return of +34.8%, while the worst month was Mar 2020 at -37.1%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 3 months.

On a daily basis, SCM closed higher 52% of trading days. The best single day was Mar 24, 2020 with a return of +46.9%, while the worst single day was Mar 18, 2020 at -37.5%.

Stellus Capital Investment Corporation has an annualized alpha of 0.18%, beta of 0.84, and R2 of 0.18 versus S&P 500 Index. Calculated based on daily prices since November 08, 2012.

• This stock participated in 98.78% of S&P 500 Index downside but only 72.11% of its upside - more exposed to losses than it benefited from rallies.
• R2 of 0.18 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

SCM ranks 6 for risk / return — in the bottom 6% of stocks on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.

Stellus Capital Investment Corporation provided a 18.20% dividend yield over the last twelve months, with an annual payout of $1.50 per share. The company has been increasing its dividends for 4 consecutive years.

The table displays the monthly dividend distributions for Stellus Capital Investment Corporation. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Stellus Capital Investment Corporation. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Stellus Capital Investment Corporation was 66.06%, occurring on Mar 18, 2020. Recovery took 266 trading sessions.

The current Stellus Capital Investment Corporation drawdown is 39.40%.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of Stellus Capital Investment Corporation over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

The Valuation section provides an overview of how Stellus Capital Investment Corporation is priced in the market compared to other companies in the Asset Management industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.