Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XSORX (Source Capital Inc) | 3.88% | 16.25% | 14.41% | 8.41% | 8.96% | 8.25% | 5.68% | … | … |
Data as of 06/03/2026, Common starting date is 04/26/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XSORX (Source Capital Inc) | 04/26/1999 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.18 | 16.25 | 14.41 | 8.41 | 8.96 | 8.25 | 5.68 | … | … | 3.88 | 18.38 | 11.01 | 16.82 | -7.08 | 11.61 | 5.96 | 20.90 | -6.86 | 14.01 | 5.60 | -9.16 | 14.93 | 30.87 | 11.39 | -10.17 | 20.04 | 45.51 | -46.55 | -0.09 | -2.96 | 5.68 | 11.62 | 35.13 | -24.44 | 16.73 | -4.12 | 7.87 |
| Sharpe Ratio | NA | 2.45 | 1.90 | 0.79 | 0.68 | NA | NA | … | … | 1.07 | 2.58 | 1.44 | 1.96 | -0.78 | 1.54 | 0.29 | 2.08 | -0.49 | 2.45 | 0.69 | -0.64 | 1.20 | 2.66 | 0.51 | -0.34 | 0.89 | 1.38 | -1.11 | -0.19 | -0.42 | 0.25 | 0.74 | 1.90 | -0.99 | 0.59 | -0.36 | 0.44 |
| Standard Deviation(%) | NA | 5.80 | 6.03 | 7.44 | 10.68 | NA | NA | … | … | 7.20 | 6.04 | 5.14 | 6.78 | 10.97 | 7.53 | 19.76 | 9.34 | 16.78 | 5.48 | 7.76 | 14.27 | 12.45 | 11.58 | 22.19 | 29.96 | 22.44 | 32.89 | 42.80 | 16.94 | 15.42 | 13.60 | 14.30 | 18.09 | 25.94 | 24.61 | 23.39 | 18.41 |
| Draw Down(%) | NA | 5.13 | 6.19 | 14.32 | 27.06 | NA | NA | … | … | 5.13 | 6.19 | 3.14 | 4.93 | 14.32 | 3.65 | 27.06 | 5.87 | 17.96 | 2.44 | 5.91 | 13.67 | 10.79 | 5.40 | 21.22 | 31.01 | 19.72 | 25.72 | 58.10 | 12.33 | 18.95 | 9.25 | 11.57 | 17.38 | 36.15 | 22.78 | 20.58 | 13.50 |
| Yield(%) | 0.00 | 5.55 | 8.49 | 7.26 | 6.93 | 7.74 | 5.33 | … | … | 2.13 | 5.74 | 11.78 | 7.22 | 4.84 | 10.62 | 3.66 | 2.64 | 9.28 | 4.18 | 46.28 | 0.00 | 5.73 | 4.98 | 2.49 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 2.33 | 0.00 | 0.00 |
Data as of 06/03/2026, Common starting date is 04/26/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XSORX (Source Capital Inc) |
-24.69%
Feb 2006 – Feb 2009 |
-12.79%
Feb 2004 – Feb 2009 |
-2.32%
Jun 1999 – Jun 2009 |
2.43%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XSORX (Source Capital Inc) |
25.83%
Feb 2009 – Feb 2012 |
22.70%
Feb 2009 – Feb 2014 |
13.07%
Feb 2009 – Feb 2019 |
11.29%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart