Investor Presentaiton
Comparative Total Return LTM
140%
130%
120%
110%
100%
90%
80%
70%
60%
Aug
Sep
Oct
Nov
Dec
Feb
Alerian MLP (16.99%)
RJ BDC Index (Equal Weight) (1.52%)
MSCI US REIT Index (-7.68%)
Jan
SCM (12.53%)
S&P/LSTA U.S. Leveraged Loan 100 (-0.75%)
MVIS U.S. Mortgage REITS (-19.27%)
Mar
Apr
May
Jun
Jul
RJ BDC Index (Mkt Cap Weight) (4.04%)
S&P 500 (-6.06%)
STELLUS
CAPITAL
INVESTMENT CORPORATION
08/03/2021 to 08/03/2022
FactSet's total return calculation begins with the closing stock price one day after each respective BDC's IPO
Total return assumes dividends are reinvested on the ex-dividend dates
RJ BDC Index consists of: AINV, ARCC, BCSF, BBDC, BKCC, BXSL, CCAP, CGBD, CION, CSWC, FCRD, FDUS, FSK, GAIN, GBDC, GECC, GLAD, GSBD, HRZN, HTGC, ICMB, LRFC, MAIN, MRCC, NEWT, NMFC, OCSL, OFS, ORCC, OXSQ, PFLT, PFX, PNNT,
PTMN, PSEC, RWAY, SAR, SCM, SLRC, TCPC, TPVG, TRIN, TSLX and WHF
16.99%
12.53%
4.04%
1.52%
-0.75%
-6.06%
-7.68%
-19.27%
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