About SOR Dividend Returns
Source Capital, Inc. (SOR) is a dividend-paying stock. When dividends are reinvested through a DRIP (Dividend Reinvestment Plan), they purchase additional shares, which then generate their own dividends—creating a compounding effect that can significantly boost long-term returns.
How We Calculate Total Return
Our total return calculator simulates dividend reinvestment (DRIP) by assuming each dividend payment is used to purchase additional shares at the closing price on the ex-dividend date. This methodology provides an accurate representation of how a dividend reinvestment plan would perform.
Frequently Asked Questions
Q1What is the total return of SOR over the past year?
Source Capital, Inc. (SOR) delivered a total return of 11.87% over the past year when dividends are reinvested. The price-only return was 6.03%, meaning dividends contributed an additional 5.84 percentage points to total returns.
Q2How much would $10,000 invested in SOR be worth today?
A $10,000 investment in Source Capital, Inc. one year ago would be worth $11,187 today with dividends reinvested (DRIP). Without reinvesting dividends, the same investment would be worth $10,603. Dividend reinvestment added $584 to the portfolio value.
Q3Does SOR pay dividends?
Yes, Source Capital, Inc. (SOR) pays dividends. In the last year, SOR paid approximately $0.00 per share in dividends. Reinvesting these dividends through a DRIP can significantly boost long-term returns — over 20+ years, dividend compounding can account for 30–50% of total returns for dividend-paying stocks.
Q4Did SOR beat the S&P 500?
No, Source Capital, Inc. (SOR) underperformed the S&P 500 by 13.12 percentage points over the past year. SOR delivered a total return of 11.87%, compared to the S&P 500's 24.99%. This means a passive S&P 500 index fund outperformed SOR by 13.12pp during this period.
Q5What is SOR's worst drawdown?
Source Capital, Inc. (SOR) experienced a maximum drawdown of -9.83% over the past year, declining from its peak on 2026-02-03 to its trough on 2026-03-27. The stock has not yet fully recovered to its prior peak. Maximum drawdown measures the worst peak-to-trough decline and is an important risk metric for investors.
Q6What is SOR's long-term total return over 10, 20, or 30 years?
Here are Source Capital, Inc. (SOR)'s long-term returns with dividends reinvested. Over 10 years, the total return is 99.8% (7.2% CAGR) — $10,000 would have grown to $19,977. Over 20 years: 98.1% total return (3.5% CAGR) — $10,000 → $19,813. Over 30 years: 354.9% total return (5.2% CAGR) — $10,000 → $45,487. Long-term investors benefit from compounding: dividends buy additional shares, which generate their own dividends, creating an exponential growth effect.
Q7What was SOR's best and worst year?
Source Capital, Inc.'s best calendar year was 2009 with a total return of 43.3%. Its worst year was 2008 with a total return of -52.6%. This range shows the volatility investors should expect — the difference between the best and worst year is 95.9 percentage points.
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