Stellus Capital Investment (SCM) Total Return Calculator
$10,000 since Nov 2012, with and without reinvesting · data through Oct 2026
$10,000 invested in Stellus Capital Investment (SCM) ten years ago, at the end of Oct 2016, was worth $18,970 at the end of Oct 2026 with every dividend reinvested: 6.6% a year, against $41,633 in the S&P 500. Since Nov 2012, $10,000 became $20,710 reinvested (5.4% a year), or $17,011 taking the dividends as cash, $12,442 of it paid out along the way.
SCM became
$20,710
S&P 500: $67,596
Return a year
5.4%
S&P 500: 14.7%
Payouts reinvested
$28,443
bought more shares
Worst drop
-47.8%
S&P 500: -23.9%
$10,000, Nov 2012 to Oct 2026
Payouts reinvested · S&P 500 reinvested
| Year | SCM total return | Paid out | S&P 500 |
|---|---|---|---|
| 2026 (part) | −38.2% | $2,799 | +11.7% |
| 2025 | +3.8% | $3,967 | +17.7% |
| 2024 | +20.3% | $3,508 | +24.9% |
| 2023 | +8.8% | $3,149 | +26.2% |
| 2022 | +12.9% | $2,370 | −18.2% |
| 2021 | +29.9% | $1,673 | +28.7% |
| 2020 | −14.2% | $1,606 | +18.3% |
| 2019 | +21.0% | $1,777 | +31.2% |
| 2018 | +9.6% | $1,602 | −4.6% |
| 2017 | +20.2% | $1,440 | +21.7% |
| 2016 | +42.5% | $1,302 | +12.0% |
| 2015 | −7.6% | $1,133 | +1.2% |
| 2014 | −13.4% | $988 | +13.5% |
| 2013 | −0.3% | $993 | +32.3% |
| 2012 (part) | +8.3% | $136 | +0.9% |
"Paid out" is what your holding received that year. Month-end prices; no costs or taxes.
Key facts: SCM total return
Data as of · Source: SmarterDividends data
- $10,000 invested in Stellus Capital Investment (SCM) at the end of Nov 2012, with dividends reinvested, was worth $20,710 at the end of Oct 2026: 5.4% a year, against $67,596 (14.7% a year) in the S&P 500.
- Over the 10 years to Oct 2026, SCM turned $10,000 into $18,970 with dividends reinvested, 6.6% a year.
- Over the 5 years to Oct 2026, SCM returned -2.1% a year with dividends reinvested (S&P 500: 12.0%).
- Taking SCM's dividends as cash instead of reinvesting them, the same $10,000 ended at $17,011, including $12,442 of cash received; reinvesting added $3,699.
- SCM's best calendar year in that time was 2016 (42.5%) and its worst 2020 (-14.2%), with dividends reinvested.
Cite this page
SmarterDividends, "Stellus Capital Investment (SCM) Total Return Calculator," updated Nov 5, 2026, https://smarterdividends.com/stocks/SCM/total-return
SCM total return questions
If I invested $10,000 in SCM 10 years ago, how much would I have?
About $18,970 at the end of Oct 2026, with every dividend reinvested: 6.6% a year. Taking them as cash, you'd have shares worth $6,422 or so plus the cash you received. The same $10,000 in the S&P 500 became $41,633.
What is SCM's total return since Nov 2012?
107% in total, or 5.4% a year, through Oct 2026 with dividends reinvested. The share price alone fell 54%.
How much of SCM's return came from dividends?
About 100% of its yearly return since Nov 2012. Reinvesting them, rather than taking cash, left you $3,699 better off on a $10,000 start.
What was SCM's worst year?
2020, at -14.2% with dividends reinvested (S&P 500: 18.3%). Its deepest fall from a peak, on month-end values, was -47.8%.
How is total return calculated here?
From month-end prices: the adjusted price counts every dividend reinvested in the month it was paid; the plain price doesn't. The S&P 500 is SPY with its dividends reinvested. No trading costs or taxes.