Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SRCE (1st Source Corporation) | 22.01% | 28.87% | 23.62% | 11.17% | 11.15% | 12.82% | 9.50% | … | … |
Data as of 06/05/2026, Common starting date is 08/12/1983
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SRCE (1st Source Corporation) | 08/12/1983 | 06/05/2026 |
| 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 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.07 | 28.87 | 23.62 | 11.17 | 11.15 | 12.82 | 9.50 | … | … | 22.01 | 9.76 | 8.96 | 6.47 | 9.81 | 26.44 | -19.85 | 31.62 | -16.90 | 12.47 | 47.90 | 1.20 | 10.02 | 48.51 | -10.23 | 28.98 | 30.28 | -29.46 | 40.38 | -44.81 | 57.65 | 0.63 | 20.72 | 31.21 | -17.46 | 15.40 | -25.50 | -25.37 | 27.17 | 30.10 | 4.26 | -11.32 | 10.42 | 0.70 | 20.17 | 61.90 | -20.97 | 32.86 | 34.62 | -23.53 | -10.53 | 33.33 | 67.65 | -5.56 |
| Sharpe Ratio | NA | 1.20 | 0.76 | 0.32 | 0.31 | NA | NA | … | … | 2.78 | 0.27 | 0.17 | 0.10 | 0.32 | 0.92 | -0.35 | 1.39 | -0.79 | 0.54 | 2.08 | 0.05 | 0.43 | 2.37 | -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 | -0.99 | 0.55 | 0.74 | 0.02 | -0.34 | 0.30 | -0.05 | 0.56 | 1.59 | -0.77 | 0.88 | 0.77 | -0.79 | -0.53 | 0.92 | 3.36 | -1.83 |
| Standard Deviation(%) | NA | 21.82 | 26.71 | 27.40 | 30.46 | NA | NA | … | … | 20.37 | 25.87 | 30.53 | 29.40 | 26.66 | 28.56 | 57.61 | 21.72 | 23.09 | 21.93 | 22.88 | 24.55 | 23.14 | 20.49 | 25.75 | 44.56 | 40.84 | 66.71 | 93.29 | 48.93 | 32.27 | 37.27 | 27.18 | 42.18 | 44.03 | 46.60 | 41.65 | 29.06 | 42.83 | 35.58 | 26.47 | 44.85 | 24.09 | 28.48 | 31.34 | 36.27 | 34.12 | 30.74 | 38.54 | 34.97 | 27.79 | 30.23 | 17.92 | 11.09 |
| Draw Down(%) | NA | 11.84 | 21.24 | 30.96 | 51.71 | NA | NA | … | … | 7.00 | 21.24 | 13.50 | 24.15 | 17.42 | 17.62 | 47.15 | 12.13 | 33.85 | 10.22 | 11.51 | 12.85 | 14.38 | 7.04 | 23.30 | 16.05 | 19.84 | 39.36 | 44.02 | 47.26 | 12.71 | 22.50 | 17.93 | 27.09 | 58.78 | 31.89 | 38.77 | 33.33 | 27.99 | 23.89 | 12.63 | 32.52 | 12.26 | 17.76 | 26.43 | 16.67 | 43.62 | 11.76 | 16.05 | 28.77 | 26.37 | 11.86 | 12.50 | 8.11 |
| Yield(%) | 0.00 | 2.69 | 3.42 | 2.74 | 3.55 | 5.19 | 3.66 | … | … | 1.33 | 2.63 | 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 06/05/2026, Common starting date 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) |
-22.67%
Oct 1999 – Oct 2002 |
-18.54%
Apr 1998 – Apr 2003 |
-4.54%
Mar 1993 – Mar 2003 |
0.02%
Apr 1998 – Apr 2013 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SRCE (1st Source Corporation) |
35.45%
Mar 2003 – Mar 2006 |
24.48%
Nov 2012 – Nov 2017 |
17.68%
Nov 2009 – Nov 2019 |
15.04%
Oct 2002 – Oct 2017 |
Annualized Rolling Returns Comparison Chart