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SCM vs MONCU

Comparison between Stellus Capital Investment Corp (SCM, Company) and Monument Circle Acquisition Corp - Units (1 Ord Class A & 1/2 War) (MONCU, Company).

SCM vs MONCU - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
SCM
$251M
Winner
MONCU
$251M
Max Drawdown
SCM
69.75%
Winner
MONCU
5.93%
Sharpe Ratio
SCM
-1.19
Winner
MONCU
-1.05
5Y Beta
SCM
0.62
MONCU
N/A
Industry
SCM
Asset Management
MONCU
N/A
P/E Ratio
Winner
SCM
8.47
MONCU
27.83
Forward P/E
SCM
8.31
MONCU
N/A
Dividend Yield
SCM
18.30%
MONCU
N/A
5Y Dividends CAGR
SCM
6.15%
MONCU
N/A
Debt to Equity
SCM
0.00%
MONCU
0.00%
Free Cash Flow Yield
Winner
SCM
17.91%
MONCU
-0.46%
P/B Ratio
SCM
N/A
MONCU
-24.04

SCM vs MONCU - Historical Returns

Returns include dividend reinvestment.

1M
Winner
SCM
+10.54%
MONCU
+0.40%
3M
SCM
+0.60%
Winner
MONCU
+1.93%
6M
SCM
-16.51%
Winner
MONCU
+2.03%
1Y
SCM
-31.16%
Winner
MONCU
+0.90%
5Y(CAGR)
SCM
+2.72%
MONCU
N/A
10Y(CAGR)
SCM
+8.94%
MONCU
N/A
Max(CAGR)
Winner
SCM
+7.10%
MONCU
-1.99%

SCM vs MONCU - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

YearSCMMONCU
2026-24.64%N/A
2025+2.76%N/A
2024+20.16%N/A
2023+8.48%N/A
2022+7.98%+0.20%
2021+31.47%-4.02%
2020-13.84%N/A
2019+18.09%N/A
2018+10.78%N/A
2017+19.98%N/A
2016+40.49%N/A
2015-7.88%N/A
2014-11.22%N/A
2013-2.23%N/A
2012+9.89%N/A

SCM vs MONCU Drawdown Comparison

The maximum drawdown for SCM was -66.03%, occurring on Mar 18, 2020. Recovery took 285 trading sessions.

The maximum drawdown for MONCU was -5.93%, occurring on Jun 27, 2022. This drawdown has not yet recovered.

The current SCM drawdown is -32.88%. The current MONCU drawdown is -3.83%.

RankSCMMONCU
#1-66.03%
Feb 20, 2020 - Apr 8, 2021
-5.93%
Jan 14, 2021 - Jun 27, 2022
#2-47.77%
Sep 8, 2025 - Jul 24, 2026
N/A
#3-36.86%
Nov 14, 2014 - Sep 21, 2016
N/A
#4-23.86%
Mar 3, 2025 - Jul 11, 2025
N/A
#5-20.50%
Nov 9, 2021 - Aug 15, 2022
N/A
#6-17.71%
Oct 27, 2017 - Jun 15, 2018
N/A
#7-16.91%
Aug 8, 2023 - Apr 22, 2024
N/A
#8-13.74%
Aug 15, 2022 - Nov 7, 2022
N/A
#9-13.27%
Jan 2, 2013 - Mar 21, 2014
N/A
#10-13.05%
Feb 24, 2023 - Jul 26, 2023
N/A
#11-12.75%
Dec 11, 2018 - Jan 7, 2019
N/A
#12-12.45%
Jul 30, 2019 - Nov 25, 2019
N/A
#13-12.40%
Jul 1, 2014 - Nov 10, 2014
N/A
#14-11.27%
Sep 21, 2018 - Nov 29, 2018
N/A
#15-11.14%
Mar 21, 2014 - Jun 27, 2014
N/A

Correlation

Correlation between SCM and MONCU is -0.46 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.46
-101

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