(SCM) Stellus Capital - Performance 3.7% in 12m
Compare SCM with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
89.26%
#7 in Group
Rel. Strength
53.44%
#3725 in Universe
Total Return 12m
3.70%
#113 in Group
Total Return 5y
161.72%
#22 in Group
P/E 7.06
23th Percentile in Group
P/E Forward 8.78
48th Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield -0.01%
10th Percentile in Group
12m Total Return: SCM (3.7%) vs XLF (19.4%)
5y Drawdown (Underwater) Chart
Top Performers in Asset Management & Custody Banks
Overall best picks of Peer Group Selected by proven GARP Predictive Metrics, sorted by Growth Rating
| Symbol | 1m | 12m | 5y | P/E | P/E Forward | PEG | EPS Stability |
EPS CAGR |
|---|---|---|---|---|---|---|---|---|
| AMP NYSE Ameriprise Financial |
-5.99% | 14.2% | 359% | 14.2 | 12.5 | 0.94 | 30.9% | 31.1% |
| ARES NYSE Ares Management |
-5.11% | 9.48% | 418% | 57.9 | 22.9 | 0.63 | 31.5% | 29.5% |
| APO NYSE Apollo Global Management |
-9.73% | 17.7% | 284% | 17.2 | 15.1 | 1.37 | 22.6% | -4.44% |
| BCSF NYSE Bain Capital Specialty |
-11.7% | 4% | 153% | 9.01 | 10.4 | 1.07 | -1.20% | -8.73% |
| AGF-B TO AGF Management Limited |
-7.45% | 21.2% | 201% | 6.36 | 5.35 | 1.25 | 82.9% | 18.1% |
| TSLX NYSE Sixth Street Specialty |
-8.21% | 7.91% | 141% | 9.74 | 9.23 | 1.27 | -35.1% | -6.83% |
| PNNT NYSE PennantPark Investment |
-10.5% | 4.33% | 281% | 7.67 | 8.05 | 0.28 | -37.9% | -19.4% |
| FHI NYSE Federated Investors |
-5.31% | 13.6% | 132% | 11.7 | 9.27 | 1.78 | 45.6% | 9.29% |
Performance Comparison: SCM vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for SCM
| Total Return (including Dividends) | SCM | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | -11.34% | -4.87% | -7.04% |
| 3 Months | -9.44% | -6.25% | -10.88% |
| 12 Months | 3.70% | 19.36% | 5.72% |
| 5 Years | 161.72% | 132.21% | 100.77% |
| Trend Score (consistency of price movement) | SCM | XLF | S&P 500 |
| 1 Month | -81.7% | -69.4% | -76.1% |
| 3 Months | -58.7% | -72.1% | -86.4% |
| 12 Months | 70.4% | 87.9% | 67.8% |
| 5 Years | 96.9% | 75.2% | 84.3% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #154 | -6.80% | -4.63% |
| 3 Month | #124 | -3.41% | 1.62% |
| 12 Month | #112 | -13.1% | -1.91% |
| 5 Years | #27 | 12.7% | 30.4% |
FAQs
Does SCM Stellus Capital outperforms the market?
No,
over the last 12 months SCM made 3.70%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 19.36%.
Over the last 3 months SCM made -9.44%, while XLF made -6.25%.
Over the last 3 months SCM made -9.44%, while XLF made -6.25%.
Performance Comparison SCM vs Indeces and Sectors
SCM vs. Indices SCM is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 3.95% | -4.30% | 1.70% | -2.02% |
| US NASDAQ 100 | QQQ | 4.44% | -3.48% | 1.79% | 0.04% |
| US Dow Jones Industrial 30 | DIA | 2.05% | -6.17% | -0.27% | -2.98% |
| German DAX 40 | DAX | -8.55% | -3.29% | -16.9% | -15.6% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -3.05% | -3.59% | -3.15% | -4.25% |
| Hongkong Hang Seng | HSI | -3.72% | -0.19% | 0.31% | -12.4% |
| India NIFTY 50 | INDA | -0.06% | -14.8% | 2.28% | 3.02% |
| Brasil Bovespa | EWZ | -0.56% | -5.06% | 1.38% | 14.6% |
SCM vs. Sectors SCM is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 4.14% | -3.76% | -6.50% | -9.56% |
| Consumer Discretionary | XLY | 5.54% | -5.12% | -0.51% | -3.64% |
| Consumer Staples | XLP | -1.31% | -11.2% | -5.95% | -8.79% |
| Energy | XLE | 2.99% | 0.58% | 2.76% | 16.5% |
| Financial | XLF | 1.24% | -6.47% | -6.22% | -15.7% |
| Health Care | XLV | 1.54% | -4.56% | 2.89% | 3.84% |
| Industrial | XLI | 1.45% | -5.37% | 2.33% | -0.19% |
| Materials | XLB | 0.45% | -3.90% | 9.12% | 11.6% |
| Real Estate | XLRE | -1.80% | -6.35% | 1.98% | -10.7% |
| Technology | XLK | 4.64% | -1.51% | 7.73% | 6.92% |
| Utilities | XLU | -1.57% | -9.23% | -2.53% | -22.7% |
| Aerospace & Defense | XAR | -0.71% | -10.7% | -7.71% | -19.5% |
| Biotech | XBI | -0.57% | 3.56% | 17.6% | 15.8% |
| Homebuilder | XHB | 4.56% | -2.13% | 21.1% | 15.4% |
| Retail | XRT | 4.19% | -5.59% | 8.99% | 10.7% |