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SRCE: 1st Source Corporation (STOCK)
Basic Info 75.35 0.7(0.94%) June 05
| Asset Class: | ROOT |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 08/12/1983 |
| Last Dividend Date: | 05/05/2026 |
| 12-Mo. Yield | 2.64% |
| Expenses | - |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 08/12/1983 |
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 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 2.1 | 22.0 | 28.9 | 23.6 | 11.4 | 11.1 | 12.8 | 9.5 | 8.9 | 9.8 | 9.0 | 6.5 | 9.8 | 26.4 | -19.8 | 31.6 | -16.9 | 12.5 | 47.9 | 1.2 | 10.0 | 48.5 | -10.2 | 29.0 | 30.3 | -29.5 | 40.4 | -44.8 | 57.6 | 0.6 | 20.7 | 31.2 | -17.5 | 15.4 | -25.5 | -25.4 | 27.2 | 30.1 | 4.3 | -11.3 | 10.4 | 0.7 | 20.2 | 61.9 | -21.0 | 32.9 | 34.6 | -23.5 | -10.5 | 33.3 | 67.6 | -5.6 |
| Sharpe Ratio | NA | 2.78 | 1.2 | 0.76 | 0.32 | 0.31 | NA | NA | 0.17 | 0.27 | 0.17 | 0.1 | 0.32 | 0.92 | -0.35 | 1.39 | -0.79 | 0.54 | 2.08 | 0.05 | 0.43 | 2.37 | -0.4 | 0.65 | 0.74 | -0.44 | 0.42 | -0.98 | 1.69 | -0.04 | 0.73 | 0.72 | -0.42 | 0.28 | -0.71 | -0.99 | 0.55 | 0.74 | 0.02 | -0.34 | 0.3 | -0.05 | 0.56 | 1.59 | -0.77 | 0.88 | 0.77 | -0.79 | -0.53 | 0.92 | 3.36 | -1.83 |
| Draw Down(%) | NA | 7.0 | 11.8 | 21.2 | 31.0 | 51.7 | NA | NA | 71.0 | 21.2 | 13.5 | 24.2 | 17.4 | 17.6 | 47.2 | 12.1 | 33.9 | 10.2 | 11.5 | 12.8 | 14.4 | 7.0 | 23.3 | 16.0 | 19.8 | 39.4 | 44.0 | 47.3 | 12.7 | 22.5 | 17.9 | 27.1 | 58.8 | 31.9 | 38.8 | 33.3 | 28.0 | 23.9 | 12.6 | 32.5 | 12.3 | 17.8 | 26.4 | 16.7 | 43.6 | 11.8 | 16.0 | 28.8 | 26.4 | 11.9 | 12.5 | 8.1 |
| Standard Deviation(%) | NA | 20.4 | 21.8 | 26.7 | 27.4 | 30.5 | NA | NA | 37.1 | 25.9 | 30.5 | 29.4 | 26.7 | 28.6 | 57.6 | 21.7 | 23.1 | 21.9 | 22.9 | 24.6 | 23.1 | 20.5 | 25.7 | 44.6 | 40.8 | 66.7 | 93.3 | 48.9 | 32.3 | 37.3 | 27.2 | 42.2 | 44.0 | 46.6 | 41.6 | 29.1 | 42.8 | 35.6 | 26.5 | 44.8 | 24.1 | 28.5 | 31.3 | 36.3 | 34.1 | 30.7 | 38.5 | 35.0 | 27.8 | 30.2 | 17.9 | 11.1 |
| Treynor Ratio | NA | 1.45 | 0.44 | 0.28 | 0.13 | 0.1 | NA | NA | 0.08 | 0.1 | 0.05 | 0.03 | 0.15 | 0.28 | -0.17 | 0.29 | -0.24 | 0.08 | 0.44 | 0.01 | 0.09 | 0.49 | -0.09 | 0.18 | 0.2 | -0.16 | 0.28 | -0.25 | 0.27 | -0.01 | 0.16 | 0.29 | -0.38 | 0.29 | -0.64 | -1.79 | 0.92 | 0.84 | -4.42 | -0.4 | -0.57 | -0.02 | 2.66 | 1.31 | -0.77 | 0.77 | 1.76 | -2.95 | -20.62 | 2.55 | -5.88 | 63.87 |
| Alpha | NA | 0.16 | 0.05 | 0.04 | 0.02 | 0.0 | NA | NA | 0.02 | 0.0 | -0.04 | -0.04 | 0.09 | 0.01 | -0.13 | 0.0 | -0.05 | -0.06 | 0.11 | 0.01 | -0.01 | 0.05 | -0.1 | 0.11 | 0.04 | -0.25 | 0.52 | -0.23 | 0.09 | 0.0 | 0.04 | 0.03 | 0.0 | 0.11 | -0.08 | -0.12 | 0.09 | 0.08 | 0.02 | -0.07 | 0.04 | -0.01 | 0.08 | 0.16 | -0.08 | 0.08 | 0.12 | -0.1 | -0.05 | 0.1 | 0.18 | -0.08 |
| Beta | NA | 0.39 | 0.6 | 0.74 | 0.7 | 0.91 | NA | NA | 0.84 | 0.69 | 1.04 | 0.86 | 0.56 | 0.94 | 1.16 | 1.02 | 0.76 | 1.55 | 1.09 | 0.89 | 1.06 | 0.99 | 1.15 | 1.6 | 1.54 | 1.89 | 1.4 | 1.96 | 2.04 | 2.08 | 1.21 | 1.06 | 0.48 | 0.45 | 0.47 | 0.16 | 0.26 | 0.31 | 0.0 | 0.38 | -0.13 | 0.6 | 0.07 | 0.44 | 0.34 | 0.35 | 0.17 | 0.09 | 0.01 | 0.11 | -0.1 | 0.0 |
| RSquared | NA | 0.07 | 0.11 | 0.17 | 0.19 | 0.29 | NA | NA | 0.17 | 0.25 | 0.18 | 0.15 | 0.25 | 0.18 | 0.48 | 0.34 | 0.32 | 0.22 | 0.38 | 0.32 | 0.27 | 0.29 | 0.32 | 0.69 | 0.46 | 0.59 | 0.37 | 0.41 | 0.4 | 0.33 | 0.25 | 0.18 | 0.08 | 0.04 | 0.06 | 0.01 | 0.02 | 0.03 | 0.0 | 0.01 | 0.0 | 0.03 | 0.0 | 0.03 | 0.03 | 0.02 | 0.01 | 0.01 | 0.0 | 0.0 | 0.01 | 0.0 |
| Yield(%) | N/A | 1.3 | 2.7 | 3.4 | 2.7 | 3.5 | 5.2 | 3.7 | N/A | 2.6 | 2.6 | 2.5 | 2.5 | 3.0 | 2.2 | 2.7 | 1.9 | 1.7 | 2.4 | 2.2 | 2.3 | 3.0 | 2.6 | 3.1 | 3.7 | 2.5 | 3.5 | 1.7 | 2.3 | 1.9 | 1.9 | 2.2 | 1.7 | 2.1 | 1.5 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -45.4 | 10.3 | 20.2 | 41.4 | 85.1 | 187.6 | 667.8 | N/A | 8.6 | 7.7 | 3.2 | 4.1 | 7.1 | 2.7 | 14.6 | 26.3 | 5.6 | 0.0 | 1.4 | 4.4 | 3.0 | 3.1 | 4.9 | 3.4 | 1.7 | 3.6 | 4.8 | 20.0 | 16.7 | 13.5 | 2.8 | 1.2 | 6.3 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/12/1983
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