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 December 20 and a Sell Date of April 30 has resulted in a geometric average return of 1.52% above the benchmark rate of the S&P 500 Total Return Index over the past 13 years. This seasonal timeframe has shown positive results compared to the benchmark in 10 of those periods. This is a good rate of success and the return strongly outperforms the relative buy-and-hold performance of the stock over the past 13 years by an average of 6.11% per year.

The seasonal timeframe correlates Very Well 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, a traded fund, invests in companies located in the United States with an EBITDA of USD 5 – 50 million. The fund focuses on a broad range of sectors and industries. It provides financing in the form of equity, senior secured first lien, uni tranche, split lien and second lien debt financings for buyout transactions with an investment size of USD 10 – 75 million.

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Stocks mentioned in this post: SCM