Investor Presentaiton
Comparative Total Return LTM
130%
120%
110%
100%
90%
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Jan
Feb
RJ BDC Index (Equal Weight) (22.11%)
S&P/LSTA U.S. Leveraged Loan 100 (2.63%)
RJ BDC Index (Mkt Cap Weight) (20.16%)—
SCM (17.74%)
-
Mar
S&P 500 (14.00%)
STELLUS
CAPITAL
INVESTMENT CORPORATION
04/04/2021 to 04/04/2022
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
22.11%
20.16%
17.74%
14.00%
2.63%
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