Equity Clock

Arithmetic Average Seasonal Chart

Geometric Average Seasonal Chart

SCM Relative to the S&P 500

SCM Relative to the Sector

% of Revenue Generated in Each Quarter

% of Free Cash Flow Generated in Each Quarter

% of Net Income Generated in Each Quarter

Seasonal Chart Analysis

Analysis of the Stellus Capital Investment Corp. (NYSE:SCM) seasonal charts above shows that a Buy Date of June 22 and a Sell Date of September 27 has resulted in a geometric average return of 3.57% above the benchmark rate of the S&P 500 Total Return Index over the past 10 years. This seasonal timeframe has shown positive results compared to the benchmark in 8 of those periods. This is a very good rate of success and the return strongly outperforms the relative buy-and-hold performance of the stock over the past 10 years by an average of 6.56% per year.

The seasonal timeframe correlates Poorly with the period of seasonal strength for the Financial sector, which runs from November 22 to April 13. The seasonal chart for the broad sector is available via the following link: Financial Sector Seasonal Chart.

Stellus Capital Investment Corp is a closed-end, non-diversified management investment company. Its objective is to maximize the total return to its stockholders in the form of current income and capital appreciation. It invests through a first lien, second lien, unitranche, and mezzanine debt financing, often with a corresponding equity investment. The company invests in various sectors, such as business services, energy, general industrial, government services, healthcare, software and specialty finance. Business activity of the firm is functioned through the United States and it generates revenue in the form of interest income on debt investments and capital gains and distributions.

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Stocks mentioned in this post: SCM