Stellus Capital Information Ratio

SCM Stock  USD 9.70  -0.09  -0.92%   
The Information Ratio measures excess return (alpha) per unit of tracking error relative to a benchmark. Unlike the Sharpe Ratio, which uses total volatility, the Information Ratio isolates only the variability of the alpha component — the return attributable to active decisions rather than passive market exposure. Below is Stellus Capital's current Information Ratio with peer comparisons and related risk metrics.

Current Information Ratio Value

At -0.13, Stellus Capital exhibits slight underperformance relative to the benchmark on a risk-adjusted basis in Information Ratio. The negative value indicates Stellus Capital has not kept pace with its benchmark after accounting for tracking error.

INFOR

 = 

ER[a] - ER[b]

STD[a]

 = 
-0.13
ER[a] = Expected return on investing in Stellus Capital
ER[b] = Expected return on market index or selected benchmark
STD[a] =   Standard Deviation of returns on Stellus Capital

Information Ratio Peers Comparison

The peer group averages -0.04 for Information Ratio, with Stellus Capital at -0.1282 falling below that level. Readings span -0.2079 (Barings Corporate Investors) to 0.0879 (Diamond Hill Investment). Stellus Capital's risk-adjusted return trails the peer average, indicating less efficient compensation for the risk incurred.

Information Ratio Relative To Other Indicators

The chart below plots Information Ratio against Maximum Drawdown for Stellus Capital and its peers. Each point represents one equity — position along the horizontal axis shows Information Ratio while the vertical axis shows Maximum Drawdown. Equities that cluster in different quadrants carry distinct risk-return profiles. Use the dropdowns to swap in other indicators for either axis.
Compare Stellus Capital to Peers

Methodology, Assumptions & Data Sources

Stellus Capital has a current Information Ratio reading of -0.13. Stellus Capital's Information Ratio is computed from historical closing prices over the selected time horizon, applying the indicator's defined mathematical transformation to raw price data. All inputs are based on exchange-reported closing prices, with adjustments for stock splits, dividends, and other corporate actions. Stellus Capital operates in the financial services sector, which may exhibit distinct volatility and momentum characteristics relative to the broader market. The output reflects the selected calculation window — changing the horizon will produce different readings. This stock metric is provided for analytical reference.

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