Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| SRCE (1st Source Corporation) | 5.57% | -0.02% | 11.71% | 15.12% | 9.76% | 11.70% | 9.14% | 11.09% |
Data as of 07/25/2025, AR inception is 08/12/1983
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SRCE (1st Source Corporation) | 08/12/1983 | 07/25/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.17 | -0.02 | 11.71 | 15.12 | 9.76 | 11.70 | 9.14 | 11.09 | 5.57 | 8.96 | 6.47 | 9.81 | 26.43 | -19.85 | 31.59 | -16.90 | 12.49 | 47.88 | 1.25 | 10.02 | 48.44 | -10.25 | 28.94 | 30.22 | -29.41 | 40.25 | -44.78 | 57.63 | 0.64 | 20.73 | 31.25 | -17.49 | 15.35 | -25.50 | -17.91 | 15.61 | 62.63 | 9.47 | 33.02 | 10.42 | 0.70 | 50.21 | 61.90 | -20.97 | 32.86 | 34.62 | -23.53 | -10.53 | 33.33 | 67.65 | -5.56 |
| Sharpe Ratio | NA | -0.11 | 0.28 | 0.43 | 0.27 | NA | NA | 0.23 | 0.25 | 0.08 | 0.08 | 0.32 | 0.92 | -0.35 | 1.39 | -0.79 | 0.54 | 2.08 | 0.05 | 0.43 | 2.36 | -0.40 | 0.65 | 0.74 | -0.44 | 0.42 | -0.98 | 1.69 | -0.04 | 0.73 | 0.72 | -0.42 | 0.28 | -0.71 | -0.69 | 0.29 | 2.00 | 0.22 | 1.14 | 0.31 | -0.05 | 1.95 | 1.60 | -0.77 | 0.88 | 0.77 | -0.79 | -0.53 | 0.93 | 3.38 | -1.80 |
| Standard Deviation(%) | NA | 29.87 | 29.41 | 30.03 | 30.64 | NA | NA | 36.63 | 28.26 | 30.53 | 29.40 | 26.66 | 28.56 | 57.61 | 21.72 | 23.08 | 21.93 | 22.88 | 24.54 | 23.13 | 20.49 | 25.75 | 44.55 | 40.83 | 66.70 | 93.28 | 48.92 | 32.26 | 37.27 | 27.18 | 42.18 | 44.02 | 46.60 | 41.65 | 30.45 | 41.94 | 29.40 | 26.40 | 25.65 | 24.09 | 28.48 | 24.34 | 36.27 | 34.12 | 30.74 | 38.54 | 34.97 | 27.79 | 30.23 | 17.92 | 11.09 |
| Draw Down(%) | NA | 21.24 | 30.96 | 30.96 | 51.72 | NA | NA | 68.16 | 21.24 | 13.50 | 24.15 | 17.42 | 17.62 | 47.15 | 12.13 | 33.85 | 10.21 | 11.51 | 12.82 | 14.39 | 7.04 | 23.31 | 16.07 | 19.86 | 39.35 | 44.03 | 47.23 | 12.71 | 22.50 | 17.92 | 27.08 | 58.78 | 31.90 | 38.77 | 32.87 | 27.99 | 12.24 | 9.78 | 7.45 | 12.26 | 17.76 | 14.73 | 16.67 | 43.62 | 11.76 | 16.05 | 28.77 | 26.37 | 11.86 | 12.50 | 8.11 |
| Yield(%) | 0.00 | 2.34 | 2.88 | 3.76 | 3.26 | 5.13 | 4.00 | 27.87 | 1.28 | 2.57 | 2.46 | 2.52 | 3.05 | 2.18 | 2.67 | 1.93 | 1.71 | 2.37 | 2.18 | 2.29 | 2.96 | 2.57 | 3.07 | 3.75 | 2.52 | 3.52 | 1.74 | 2.28 | 1.93 | 1.93 | 2.18 | 1.74 | 2.08 | 1.48 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/25/2025, AR inception is 08/12/1983
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SRCE (1st Source Corporation) |
-22.69%
Oct 1999 - Oct 2002 |
-16.98%
Apr 1998 - Apr 2003 |
-3.32%
Jun 1998 - Jun 2008 |
0.65%
Apr 1998 - Apr 2013 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SRCE (1st Source Corporation) |
45.86%
Sep 1990 - Sep 1993 |
34.27%
Sep 1990 - Sep 1995 |
25.67%
Apr 1988 - Apr 1998 |
20.83%
Jan 1984 - Jan 1999 |
Annualized Rolling Returns Comparison Chart