Performance analysis of 1st Source (SRCE)
Annual Return
Over the past 3 years, SRCE has had an average annual return of +25.65%, outperforming the benchmark SPY, which returned +19.63% annual.
Over the past 5 years, SRCE has had an average annual return of +17.30%, outperforming the benchmark SPY, which returned +12.73% annual.
Over the past 10 years, SRCE has had an average annual return of +11.91%, underperforming the benchmark SPY, which returned +15.04% annual.
Since Nov 1, 1999, SRCE has had an average annual return of +7.32%, underperforming the benchmark SPY, which returned +8.49% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +34.94% | +9.73% | +8.97% | +6.44% | +9.80% | +26.41% | -19.85% | +31.59% | -16.90% | +12.49% | +47.88% | +1.25% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +10.02% | +48.43% | -10.24% | +28.94% | +30.23% | -29.42% | +40.24% | -44.78% | +30.28% | +0.63% | +20.74% | +31.25% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| -17.50% | +21.09% | -25.58% | -9.65% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +7.75% | +0.10% | +3.28% | +6.24% | +0.98% | +10.51% | +2.17% | +34.94% | |||||
| 2025 | +7.44% | +4.05% | -7.84% | +0.23% | +1.65% | +2.49% | -3.62% | +8.38% | -4.44% | -3.45% | +5.75% | +0.08% | +9.73% |
| 2024 | -4.88% | -4.13% | +5.30% | -5.38% | +4.35% | +4.28% | +18.52% | -2.71% | -2.55% | -1.09% | +10.21% | -10.03% | +8.97% |
| 2023 | -7.35% | +1.92% | -13.39% | -3.41% | -0.55% | +1.95% | +12.61% | -4.71% | -5.82% | +8.39% | +6.70% | +13.70% | +6.44% |
| 2022 | +0.57% | -2.58% | -4.22% | -6.44% | +9.45% | -3.45% | +6.21% | -1.49% | -1.89% | +26.31% | -1.82% | -7.02% | +9.80% |
| 2021 | -2.36% | +13.58% | +7.23% | +0.02% | +4.60% | -6.08% | -1.44% | +3.35% | +0.51% | +2.20% | -3.60% | +7.24% | +26.41% |
| 2020 | -9.04% | -10.34% | -22.88% | +7.09% | +0.44% | +2.86% | -6.91% | +4.90% | -10.48% | +8.59% | +12.37% | +7.98% | -19.85% |
| 2019 | +12.55% | +5.35% | -5.55% | +4.27% | -6.03% | +6.03% | +1.18% | -4.93% | +3.07% | +11.92% | +1.01% | +0.91% | +31.59% |
| 2018 | +5.74% | -5.28% | +2.63% | +2.73% | +2.74% | +0.47% | +5.86% | -0.57% | -6.02% | -11.46% | +4.35% | -16.58% | -16.90% |
| 2017 | +1.01% | +3.97% | +0.51% | +3.30% | -5.72% | +5.25% | +2.42% | -4.58% | +8.85% | +1% | +0.67% | -3.89% | +12.49% |
Drawdown analysis of 1st Source (SRCE)
The maximum drawdown for the SRCE was -60.10%, occurring on Oct 28, 2002. Recovery took 492 trading sessions.
The current SRCE drawdown is -1.77%.
Since Nov 1, 1999 SRCE has experienced the following drawdowns:
- 50% or more: 3 times
- 40% or more: 4 times
- 30% or more: 5 times
- 20% or more: 7 times
- 10% or more: 16 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -60.10% | Jun 29, 2001 | 331 | Oct 28, 2002 | 492 | Oct 12, 2004 | 823 |
| -54.96% | Jun 30, 2006 | 675 | Mar 9, 2009 | 1103 | Jul 25, 2013 | 1778 |
| -51.73% | Jul 23, 2018 | 419 | Mar 23, 2020 | 652 | Oct 21, 2022 | 1071 |
| -48.82% | Nov 9, 1999 | 251 | Nov 6, 2000 | 162 | Jun 29, 2001 | 413 |
| -30.97% | Nov 10, 2022 | 119 | May 4, 2023 | 298 | Jul 12, 2024 | 417 |
| -29.21% | Nov 12, 2004 | 105 | Apr 15, 2005 | 208 | Feb 10, 2006 | 313 |
| -21.24% | Feb 11, 2025 | 43 | Apr 14, 2025 | 172 | Dec 18, 2025 | 215 |
| -19.38% | Nov 24, 2015 | 40 | Jan 25, 2016 | 64 | Apr 26, 2016 | 104 |
| -18.40% | Nov 6, 2024 | 43 | Jan 10, 2025 | 21 | Feb 11, 2025 | 64 |
| -14.44% | Dec 30, 2014 | 21 | Jan 30, 2015 | 99 | Jun 23, 2015 | 120 |
| -14.39% | Apr 1, 2014 | 82 | Jul 29, 2014 | 100 | Dec 18, 2014 | 182 |
| -13.47% | Jul 26, 2024 | 11 | Aug 12, 2024 | 61 | Nov 6, 2024 | 72 |
| -13.27% | Dec 18, 2013 | 32 | Feb 5, 2014 | 38 | Apr 1, 2014 | 70 |
| -11.51% | May 2, 2016 | 39 | Jun 27, 2016 | 30 | Aug 9, 2016 | 69 |
| -10.76% | Aug 5, 2015 | 14 | Aug 25, 2015 | 43 | Oct 26, 2015 | 57 |
| -10.21% | Apr 25, 2017 | 29 | Jun 6, 2017 | 79 | Sep 27, 2017 | 108 |
| -9.01% | Oct 27, 2017 | 8 | Nov 8, 2017 | 14 | Nov 29, 2017 | 22 |
| -8.59% | Jan 23, 2018 | 12 | Feb 8, 2018 | 51 | Apr 24, 2018 | 63 |
| -8.37% | Mar 31, 2006 | 16 | Apr 25, 2006 | 43 | Jun 26, 2006 | 59 |
| -8.02% | Mar 1, 2017 | 31 | Apr 13, 2017 | 5 | Apr 21, 2017 | 36 |
| -7.64% | Jan 20, 2017 | 13 | Feb 8, 2017 | 7 | Feb 17, 2017 | 20 |
| -7.04% | Aug 16, 2013 | 10 | Aug 30, 2013 | 12 | Sep 18, 2013 | 22 |
| -7.00% | Feb 17, 2026 | 21 | Mar 18, 2026 | 12 | Apr 6, 2026 | 33 |
| -6.86% | Nov 29, 2017 | 11 | Dec 14, 2017 | 23 | Jan 19, 2018 | 34 |
| -6.57% | Sep 18, 2013 | 11 | Oct 3, 2013 | 6 | Oct 11, 2013 | 17 |