1st Source Corporation (SRCE) Stock Total Returns
Growth of $10,000 chart
2021-04-21 to 2026-04-21 to
$
%
%
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Investment Performance
Final Value
$17,427
Total Return
74.27%
CAGR
11.75%
Dividends
$1,544.30
Yield on Cost
15.44%
Rolling Returns
1-Month (21 Trading Days)
| Average | +1.12% |
| Median | +0.34% |
| Best | +27.95% |
| Worst | -15.39% |
| % of Windows Positive | 51.3% |
1-Year (252 Trading Days)
| Average | +10.72% |
| Median | +8.36% |
| Best | +48.23% |
| Worst | -23.19% |
| % of Windows Positive | 75.7% |
3-Year (756 Trading Days)
| Average | +35.42% |
| Median | +35.62% |
| Best | +82.95% |
| Worst | +4.01% |
| % of Windows Positive | 100.0% |
Risk Metrics
| Maximum Drawdown | -31.16% |
| Average Drawdown | -10.33% |
| Drawdown Duration | 418 Trading Days |
| Sortino Ratio | 0.82 |
| Calmar Ratio | 0.38 |
| CVaR (5%) | -3.65% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +17.30% (+69.04% ann.) | +$1729.78 | $64.01 | $12.80 | $0.10 |
| 2025 | +9.19% | +$918.52 | $262.27 | $52.45 | $0.42 |
| 2024 | +8.42% | +$842.01 | $256.83 | $51.37 | $0.41 |
| 2023 | +5.84% | +$584.45 | $246.92 | $49.38 | $0.40 |
| 2022 | +9.24% | +$924.25 | $256.08 | $51.22 | $0.41 |
| 2021 | +25.73% | +$2572.84 | $302.79 | $60.56 | $0.48 |
| 2020 | -20.35% | $2035.46 | $219.71 | $43.94 | $0.35 |
| 2019 | +30.99% | +$3098.65 | $274.62 | $54.92 | $0.44 |
| 2018 | -17.20% | $1720.50 | $195.19 | $39.04 | $0.31 |
| 2017 | +12.14% | +$1213.53 | $171.01 | $34.20 | $0.27 |
| 2016 | +47.23% | +$4722.98 | $234.84 | $46.97 | $0.38 |
| 2015 | -8.37% | $837.32 | $211.33 | $42.27 | $0.34 |
| 2014 | +9.49% | +$949.02 | $223.91 | $44.78 | $0.36 |
| 2013 | +47.66% | +$4765.62 | $310.49 | $62.10 | $0.50 |
| 2012 | -10.76% | $1076.32 | $262.74 | $52.55 | $0.42 |
| 2011 | +28.17% | +$2816.67 | $319.24 | $63.85 | $0.51 |
| 2010 | +29.32% | +$2932.17 | $383.30 | $76.66 | $0.61 |
| 2009 | -29.92% | $2992.29 | $252.19 | $50.44 | $0.40 |
| 2008 | +39.49% | +$3949.09 | $337.85 | $67.57 | $0.54 |
| 2007 | -45.05% | $4505.26 | $175.40 | $35.08 | $0.28 |
| 2006 | +42.74% | +$4273.84 | $235.26 | $47.05 | $0.38 |
| 2005 | +0.22% | +$22.07 | $193.29 | $38.66 | $0.31 |
| 2004 | +20.30% | +$2029.73 | $196.36 | $39.27 | $0.31 |
| 2003 | +30.67% | +$3067.24 | $222.53 | $44.51 | $0.36 |
| 2002 | -17.82% | $1781.50 | $174.76 | $34.95 | $0.28 |
| 2001 | +20.69% | +$2068.61 | $205.73 | $41.15 | $0.33 |
| 2000 | -22.12% | $2211.53 | $148.43 | $29.69 | $0.24 |
| 1999 | -17.23% | $1722.85 | $105.38 | $21.08 | $0.17 |
| 1998 | +16.33% | +$1632.59 | $92.70 | $18.54 | $0.15 |
| 1997 | +64.34% | +$6433.98 | $163.76 | $32.75 | $0.26 |
| 1996 | +10.45% | +$1044.91 | $112.04 | $22.41 | $0.18 |
| 1995 | +34.62% | +$3461.80 | $170.63 | $34.13 | $0.27 |
| 1994 | +11.95% | +$1195.03 | $175.92 | $35.19 | $0.28 |
| 1993 | +1.84% | +$184.09 | $147.47 | $29.50 | $0.24 |
| 1992 | +52.19% | +$5219.03 | $203.54 | $40.71 | $0.33 |
| 1991 | +64.90% | +$6489.95 | $296.11 | $59.22 | $0.47 |
| 1990 | -19.32% | $1932.39 | $212.31 | $42.46 | $0.34 |
| 1989 | +35.22% | +$3521.76 | $259.00 | $51.80 | $0.42 |
| 1988 | +37.42% | +$3742.04 | $341.27 | $68.25 | $0.54 |
| 1987 | -21.82% | $2182.33 | $260.85 | $52.17 | $0.42 |
| 1986 | -10.53% | $1052.63 | $0.00 | $0.00 | $0.00 |
| 1985 | +33.33% | +$3333.34 | $0.00 | $0.00 | $0.00 |
| 1984 | +67.65% | +$6764.69 | $0.00 | $0.00 | $0.00 |
| 1983 partial | -5.56% (-13.85% ann.) | $555.55 | $0.00 | $0.00 | $0.00 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Dot-com bubble / TMT mania | August 9, 1995 – March 10, 2000 | +53.70% | +9.83% | +$5369.58 | $912.02 | $182.41 | $1.46 |
| Dot-com bust / post-bubble disinflation scare | March 13, 2000 – October 9, 2002 | -23.04% | -9.68% | $2304.16 | $518.77 | $103.75 | $0.83 |
| China-WTO / housing-credit / commodity boom | October 10, 2002 – October 9, 2007 | +136.18% | +18.77% | +$13618.05 | $2137.29 | $427.46 | $3.42 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -36.69% | -27.64% | $3668.98 | $375.40 | $75.08 | $0.60 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +42.84% | +11.14% | +$4284.08 | $1284.18 | $256.84 | $2.05 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +149.53% | +12.84% | +$14952.73 | $3114.85 | $622.97 | $4.98 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -42.90% | -99.83% | $4289.61 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +7.70% | +12.68% | +$770.07 | $279.66 | $55.93 | $0.45 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +29.83% | +28.11% | +$2983.28 | $331.95 | $66.39 | $0.53 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | +25.08% | +26.82% | +$2507.74 | $274.63 | $54.93 | $0.44 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +5.25% | +2.80% | +$525.05 | $402.54 | $80.51 | $0.64 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 21, 2026 | +24.65% | +14.88% | +$2464.72 | $383.01 | $76.60 | $0.61 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 1987-02-02 | $0.0203 | 0.62% |
| 1987-04-29 | $0.0203 | 0.70% |
| 1987-07-31 | $0.0203 | 0.68% |
| 1987-10-28 | $0.0203 | 0.80% |
| 1988-02-01 | $0.0203 | 0.76% |
| 1988-04-27 | $0.0203 | 0.67% |
| 1988-08-01 | $0.0203 | 0.62% |
| 1988-10-31 | $0.0203 | 0.59% |
| 1989-01-31 | $0.0203 | 0.61% |
| 1989-05-01 | $0.0203 | 0.56% |
| 1989-07-31 | $0.0203 | 0.51% |
| 1989-10-30 | $0.0222 | 0.51% |
| 1990-02-02 | $0.0222 | 0.55% |
| 1990-05-01 | $0.0222 | 0.60% |
| 1990-07-31 | $0.0222 | 0.60% |
| 1990-10-30 | $0.0240 | 0.79% |
| 1991-02-04 | $0.0240 | 0.69% |
| 1991-05-01 | $0.0240 | 0.58% |
| 1991-07-30 | $0.0258 | 0.51% |
| 1991-10-30 | $0.0258 | 0.54% |
| 1992-02-03 | $0.0258 | 0.41% |
| 1992-04-29 | $0.0277 | 0.38% |
| 1992-07-29 | $0.0277 | 0.41% |
| 1992-11-02 | $0.0300 | 0.43% |
| 1993-02-01 | $0.0208 | 0.23% |
| 1993-04-28 | $0.0312 | 0.37% |
| 1993-07-30 | $0.0346 | 0.42% |
| 1993-11-01 | $0.0346 | 0.39% |
| 1994-01-31 | $0.0346 | 0.40% |
| 1994-04-29 | $0.0346 | 0.44% |
| 1994-08-01 | $0.0381 | 0.43% |
| 1994-10-31 | $0.0381 | 0.45% |
| 1995-01-31 | $0.0381 | 0.38% |
| 1995-05-01 | $0.0381 | 0.40% |
| 1995-08-02 | $0.0381 | 0.37% |
| 1995-11-02 | $0.0415 | 0.35% |
| 1996-05-02 | $0.0436 | 0.35% |
| 1996-08-01 | $0.0436 | 0.39% |
| 1996-11-01 | $0.0491 | 0.39% |
| 1997-02-03 | $0.0611 | 0.42% |
| 1997-05-01 | $0.0511 | 0.32% |
| 1997-08-01 | $0.0511 | 0.28% |
| 1997-11-03 | $0.0545 | 0.29% |
| 1998-02-03 | $0.0390 | 0.17% |
| 1998-05-01 | $0.0540 | 0.18% |
| 1998-08-03 | $0.0540 | 0.20% |
| 1998-11-03 | $0.0540 | 0.22% |
| 1999-02-02 | $0.0660 | 0.24% |
| 1999-04-30 | $0.0660 | 0.25% |
| 1999-08-03 | $0.0660 | 0.26% |
| 1999-11-03 | $0.0660 | 0.29% |
| 2000-02-10 | $0.0742 | 0.45% |
| 2000-05-03 | $0.0742 | 0.44% |
| 2000-08-02 | $0.0779 | 0.56% |
| 2000-11-02 | $0.0779 | 0.58% |
| 2001-02-01 | $0.0779 | 0.45% |
| 2001-05-02 | $0.0818 | 0.47% |
| 2001-08-01 | $0.0818 | 0.37% |
| 2001-11-01 | $0.0818 | 0.43% |
| 2002-02-01 | $0.0818 | 0.43% |
| 2002-05-02 | $0.0818 | 0.37% |
| 2002-08-01 | $0.0818 | 0.44% |
| 2002-11-01 | $0.0818 | 0.74% |
| 2003-02-03 | $0.0818 | 0.58% |
| 2003-05-01 | $0.0818 | 0.68% |
| 2003-08-01 | $0.0818 | 0.43% |
| 2003-11-06 | $0.0909 | 0.45% |
| 2004-02-05 | $0.0909 | 0.47% |
| 2004-05-06 | $0.0909 | 0.42% |
| 2004-08-05 | $0.1000 | 0.47% |
| 2004-11-04 | $0.1000 | 0.41% |
| 2005-02-03 | $0.1091 | 0.51% |
| 2005-05-05 | $0.1091 | 0.54% |
| 2005-08-04 | $0.1091 | 0.47% |
| 2005-11-03 | $0.1182 | 0.54% |
| 2006-02-02 | $0.1273 | 0.52% |
| 2006-05-04 | $0.1273 | 0.50% |
| 2006-08-04 | $0.1400 | 0.47% |
| 2006-11-02 | $0.1400 | 0.46% |
| 2007-02-01 | $0.1400 | 0.48% |
| 2007-05-03 | $0.1400 | 0.52% |
| 2007-08-02 | $0.1400 | 0.67% |
| 2007-11-01 | $0.1400 | 0.73% |
| 2008-02-01 | $0.1400 | 0.72% |
| 2008-05-01 | $0.1400 | 0.71% |
| 2008-08-01 | $0.1400 | 0.60% |
| 2008-10-31 | $0.1600 | 0.76% |
| 2009-01-30 | $0.1400 | 0.77% |
| 2009-05-01 | $0.1400 | 0.71% |
| 2009-08-06 | $0.1500 | 0.93% |
| 2009-11-04 | $0.1600 | 1.11% |
| 2010-02-04 | $0.1500 | 1.00% |
| 2010-05-03 | $0.1500 | 0.78% |
| 2010-08-04 | $0.1500 | 0.81% |
| 2010-11-03 | $0.1600 | 0.90% |
| 2011-02-02 | $0.1600 | 0.82% |
| 2011-05-04 | $0.1600 | 0.78% |
| 2011-08-03 | $0.1600 | 0.71% |
| 2011-11-02 | $0.1600 | 0.70% |
| 2012-02-02 | $0.1600 | 0.62% |
| 2012-05-03 | $0.1600 | 0.72% |
| 2012-08-02 | $0.1700 | 0.77% |
| 2012-11-01 | $0.1700 | 0.77% |
| 2013-01-31 | $0.1700 | 0.77% |
| 2013-05-03 | $0.1700 | 0.73% |
| 2013-08-01 | $0.1700 | 0.62% |
| 2013-11-01 | $0.1700 | 0.54% |
| 2014-01-31 | $0.1700 | 0.56% |
| 2014-05-01 | $0.1800 | 0.61% |
| 2014-08-01 | $0.1800 | 0.63% |
| 2014-11-03 | $0.1800 | 0.58% |
| 2015-01-30 | $0.1800 | 0.57% |
| 2015-05-01 | $0.1800 | 0.58% |
| 2015-07-31 | $0.1800 | 0.52% |
| 2015-10-30 | $0.1800 | 0.54% |
| 2016-01-28 | $0.1800 | 0.63% |
| 2016-04-29 | $0.1800 | 0.52% |
| 2016-07-29 | $0.1800 | 0.53% |
| 2016-10-28 | $0.1800 | 0.52% |
| 2017-02-02 | $0.1800 | 0.40% |
| 2017-04-28 | $0.1900 | 0.38% |
| 2017-08-03 | $0.1900 | 0.38% |
| 2017-11-03 | $0.2000 | 0.39% |
| 2018-02-02 | $0.2200 | 0.42% |
| 2018-05-04 | $0.2400 | 0.46% |
| 2018-08-03 | $0.2500 | 0.44% |
| 2018-11-02 | $0.2500 | 0.54% |
| 2019-02-01 | $0.2700 | 0.59% |
| 2019-05-03 | $0.2700 | 0.57% |
| 2019-08-02 | $0.2700 | 0.59% |
| 2019-11-04 | $0.2900 | 0.56% |
| 2020-02-03 | $0.2900 | 0.61% |
| 2020-05-04 | $0.2800 | 0.83% |
| 2020-08-03 | $0.2800 | 0.85% |
| 2020-11-02 | $0.2800 | 0.84% |
| 2021-02-01 | $0.2900 | 0.74% |
| 2021-05-03 | $0.3000 | 0.63% |
| 2021-08-02 | $0.3100 | 0.68% |
| 2021-11-01 | $0.3100 | 0.64% |
| 2022-02-07 | $0.3100 | 0.62% |
| 2022-05-02 | $0.3100 | 0.72% |
| 2022-08-01 | $0.3200 | 0.66% |
| 2022-10-31 | $0.3200 | 0.55% |
| 2023-02-03 | $0.3200 | 0.64% |
| 2023-05-01 | $0.3200 | 0.77% |
| 2023-07-31 | $0.3200 | 0.68% |
| 2023-11-03 | $0.3400 | 0.73% |
| 2024-02-02 | $0.3400 | 0.65% |
| 2024-05-03 | $0.3400 | 0.66% |
| 2024-08-05 | $0.3600 | 0.59% |
| 2024-11-05 | $0.3600 | 0.61% |
| 2025-02-04 | $0.3600 | 0.58% |
| 2025-05-05 | $0.3800 | 0.62% |
| 2025-08-05 | $0.3800 | 0.64% |
| 2025-11-04 | $0.4000 | 0.67% |
| 2026-02-03 | $0.4000 | 0.58% |
| Total | 156 payments |
Portfolio Dividend Returns
Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-04-21 to 2026-04-21. Change
| Date | Total Yield | Tax | Trans. Cost | Shares Bought |
|---|---|---|---|---|
| 2021-05-03 | $64.64 | $12.93 | $0.10 | 1.0772 |
| 2021-08-02 | $67.13 | $13.43 | $0.11 | 1.1953 |
| 2021-11-01 | $67.50 | $13.50 | $0.11 | 1.0887 |
| 2022-02-07 | $67.84 | $13.57 | $0.11 | 1.0915 |
| 2022-05-02 | $68.18 | $13.64 | $0.11 | 1.2703 |
| 2022-08-01 | $70.78 | $14.16 | $0.11 | 1.1720 |
| 2022-10-31 | $71.16 | $14.23 | $0.11 | 0.9768 |
| 2023-02-03 | $71.47 | $14.29 | $0.11 | 1.1217 |
| 2023-05-01 | $71.83 | $14.37 | $0.11 | 1.3919 |
| 2023-07-31 | $72.27 | $14.45 | $0.12 | 1.2304 |
| 2023-11-03 | $77.21 | $15.44 | $0.12 | 1.3074 |
| 2024-02-02 | $77.65 | $15.53 | $0.12 | 1.2154 |
| 2024-05-03 | $78.07 | $15.61 | $0.12 | 1.2114 |
| 2024-08-05 | $83.10 | $16.62 | $0.13 | 1.1492 |
| 2024-11-05 | $83.51 | $16.70 | $0.13 | 1.1063 |
| 2025-02-04 | $83.91 | $16.78 | $0.13 | 1.0383 |
| 2025-05-05 | $88.96 | $17.79 | $0.14 | 1.1652 |
| 2025-08-05 | $89.41 | $17.88 | $0.14 | 1.2109 |
| 2025-11-04 | $94.60 | $18.92 | $0.15 | 1.2565 |
| 2026-02-03 | $95.10 | $19.02 | $0.15 | 1.1060 |
| Total | $1544.30 | $308.86 | $2.47 | 23.3824 |
All calculations use split-adjusted closing prices. Dividends are reinvested on the ex-dividend date at that day's closing price.
For each rolling window, returns are calculated at every possible starting point:
return = (value[i] ÷ value[i − windowSize] − 1) × 100
- Windows
- 1-month = 21 trading days, 1-year = 252 trading days, 3-year = 756 trading days.
- Statistics
- Average: arithmetic mean. Median: middle value when sorted. Best / Worst: max and min. % Positive: share of windows with return > 0.
The series is segmented by calendar year:
return = (endValue ÷ startValue − 1) × 100
startValue is the last value of the prior year (or the first value for the initial year). Partial first/last years are flagged. Dividends, taxes, and transaction costs are scaled proportionally to the initial investment.