(SOR) Source Capital - Performance 8.2% in 12m
Compare SOR with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
79.28%
#24 in Group
Rel. Strength
64.92%
#2807 in Universe
Total Return 12m
8.22%
#75 in Group
Total Return 5y
89.17%
#54 in Group
P/E 8.29
31th Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield -
(?) Percentile in Group
12m Total Return: SOR (8.2%) vs XLF (19.4%)
5y Drawdown (Underwater) Chart
Top Performers in Asset Management & Custody Banks
Overall best picks of Peer Group Selected by proven GARP Predictive Metrics, sorted by Growth Rating
| Symbol | 1m | 12m | 5y | P/E | P/E Forward | PEG | EPS Stability |
EPS CAGR |
|---|---|---|---|---|---|---|---|---|
| AMP NYSE Ameriprise Financial |
-5.99% | 14.2% | 359% | 14.2 | 12.5 | 0.94 | 30.9% | 31.1% |
| ARES NYSE Ares Management |
-5.11% | 9.48% | 418% | 57.9 | 22.9 | 0.63 | 31.5% | 29.5% |
| APO NYSE Apollo Global Management |
-9.73% | 17.7% | 284% | 17.2 | 15.1 | 1.37 | 22.6% | -4.44% |
| BCSF NYSE Bain Capital Specialty |
-11.7% | 4% | 153% | 9.01 | 10.4 | 1.07 | -1.20% | -8.73% |
| AGF-B TO AGF Management Limited |
-7.45% | 21.2% | 201% | 6.36 | 5.35 | 1.25 | 82.9% | 18.1% |
| TSLX NYSE Sixth Street Specialty |
-8.21% | 7.91% | 141% | 9.74 | 9.23 | 1.27 | -35.1% | -6.83% |
| PNNT NYSE PennantPark Investment |
-10.5% | 4.33% | 281% | 7.67 | 8.05 | 0.28 | -37.9% | -19.4% |
| FHI NYSE Federated Investors |
-5.31% | 13.6% | 132% | 11.7 | 9.27 | 1.78 | 45.6% | 9.29% |
Performance Comparison: SOR vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for SOR
| Total Return (including Dividends) | SOR | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | -4.84% | -4.87% | -7.04% |
| 3 Months | -3.92% | -6.25% | -10.88% |
| 12 Months | 8.22% | 19.36% | 5.72% |
| 5 Years | 89.17% | 132.21% | 100.77% |
| Trend Score (consistency of price movement) | SOR | XLF | S&P 500 |
| 1 Month | -63.1% | -69.4% | -76.1% |
| 3 Months | -48.2% | -72.1% | -86.4% |
| 12 Months | 86.1% | 87.9% | 67.8% |
| 5 Years | 84.3% | 75.2% | 84.3% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #69 | 0.03% | 2.36% |
| 3 Month | #74 | 2.48% | 7.82% |
| 12 Month | #76 | -9.33% | 2.37% |
| 5 Years | #66 | -18.5% | -5.78% |
FAQs
Does SOR Source Capital outperforms the market?
No,
over the last 12 months SOR made 8.22%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 19.36%.
Over the last 3 months SOR made -3.92%, while XLF made -6.25%.
Over the last 3 months SOR made -3.92%, while XLF made -6.25%.
Performance Comparison SOR vs Indeces and Sectors
SOR vs. Indices SOR is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -1.29% | 2.20% | 7.15% | 2.50% |
| US NASDAQ 100 | QQQ | -0.80% | 3.02% | 7.24% | 4.56% |
| US Dow Jones Industrial 30 | DIA | -3.19% | 0.33% | 5.18% | 1.54% |
| German DAX 40 | DAX | -13.8% | 3.21% | -11.4% | -11.1% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -8.29% | 2.91% | 2.30% | 0.27% |
| Hongkong Hang Seng | HSI | -8.96% | 6.31% | 5.76% | -7.92% |
| India NIFTY 50 | INDA | -5.30% | -8.26% | 7.73% | 7.54% |
| Brasil Bovespa | EWZ | -5.80% | 1.44% | 6.83% | 19.2% |
SOR vs. Sectors SOR is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -1.10% | 2.74% | -1.05% | -5.04% |
| Consumer Discretionary | XLY | 0.30% | 1.38% | 4.94% | 0.88% |
| Consumer Staples | XLP | -6.55% | -4.73% | -0.50% | -4.27% |
| Energy | XLE | -2.25% | 7.08% | 8.21% | 21.0% |
| Financial | XLF | -4.0% | 0.03% | -0.77% | -11.1% |
| Health Care | XLV | -3.70% | 1.94% | 8.34% | 8.36% |
| Industrial | XLI | -3.79% | 1.13% | 7.78% | 4.33% |
| Materials | XLB | -4.79% | 2.60% | 14.6% | 16.2% |
| Real Estate | XLRE | -7.04% | 0.15% | 7.43% | -6.14% |
| Technology | XLK | -0.60% | 4.99% | 13.2% | 11.4% |
| Utilities | XLU | -6.81% | -2.73% | 2.92% | -18.2% |
| Aerospace & Defense | XAR | -5.95% | -4.23% | -2.26% | -14.9% |
| Biotech | XBI | -5.81% | 10.1% | 23.1% | 20.3% |
| Homebuilder | XHB | -0.68% | 4.37% | 26.6% | 19.9% |
| Retail | XRT | -1.05% | 0.91% | 14.4% | 15.2% |