Source Capital (SOR) Total Return Calculator
$10,000 since Dec 2007, with and without reinvesting · data through Oct 2026
$10,000 invested in Source Capital (SOR) ten years ago, at the end of Oct 2016, was worth $25,459 at the end of Oct 2026 with every dividend reinvested: 9.8% a year, against $41,633 in the S&P 500. Since Dec 2007, $10,000 became $25,417 reinvested (5.1% a year), or $16,937 taking the dividends as cash, $9,276 of it paid out along the way.
SOR became
$25,417
S&P 500: $72,756
Return a year
5.1%
S&P 500: 11.1%
Payouts reinvested
$17,335
bought more shares
Worst drop
-55.7%
S&P 500: -48.2%
$10,000, Dec 2007 to Oct 2026
Payouts reinvested · S&P 500 reinvested
| Year | SOR total return | Paid out | S&P 500 |
|---|---|---|---|
| 2026 (part) | +5.2% | $1,131 | +11.7% |
| 2025 | +11.5% | $1,296 | +17.7% |
| 2024 | +21.3% | $2,413 | +24.9% |
| 2023 | +12.6% | $1,247 | +26.2% |
| 2022 | −5.2% | $882 | −18.2% |
| 2021 | +20.2% | $1,688 | +28.7% |
| 2020 | +7.7% | $556 | +18.3% |
| 2019 | +22.2% | $336 | +31.2% |
| 2018 | −11.1% | $1,196 | −4.6% |
| 2017 | +18.5% | $503 | +21.7% |
| 2016 | −43.6% | $435 | +12.0% |
| 2015 | −1.8% | $1,055 | +1.2% |
| 2014 | +13.2% | $1,058 | +13.5% |
| 2013 | +34.9% | $697 | +32.3% |
| 2012 | +19.0% | $768 | +16.0% |
| 2011 | −6.0% | $643 | +1.9% |
| 2010 | +30.8% | $470 | +15.1% |
| 2009 | +60.8% | $365 | +26.4% |
| 2008 | −49.4% | $596 | −36.8% |
"Paid out" is what your holding received that year. Month-end prices; no costs or taxes.
Key facts: SOR total return
Data as of · Source: SmarterDividends data
- $10,000 invested in Source Capital (SOR) at the end of Dec 2007, with dividends reinvested, was worth $25,417 at the end of Oct 2026: 5.1% a year, against $72,756 (11.1% a year) in the S&P 500.
- Over the 10 years to Oct 2026, SOR turned $10,000 into $25,459 with dividends reinvested, 9.8% a year.
- Over the 5 years to Oct 2026, SOR returned 8.7% a year with dividends reinvested (S&P 500: 12.0%).
- Taking SOR's dividends as cash instead of reinvesting them, the same $10,000 ended at $16,937, including $9,276 of cash received; reinvesting added $8,480.
- SOR's best calendar year in that time was 2009 (60.8%) and its worst 2008 (-49.4%), with dividends reinvested.
Cite this page
SmarterDividends, "Source Capital (SOR) Total Return Calculator," updated Nov 5, 2026, https://smarterdividends.com/stocks/SOR/total-return
SOR total return questions
If I invested $10,000 in SOR 10 years ago, how much would I have?
About $25,459 at the end of Oct 2026, with every dividend reinvested: 9.8% a year. Taking them as cash, you'd have shares worth $12,765 or so plus the cash you received. The same $10,000 in the S&P 500 became $41,633.
What is SOR's total return since Dec 2007?
154% in total, or 5.1% a year, through Oct 2026 with dividends reinvested. The share price alone fell 23%.
How much of SOR's return came from dividends?
About 100% of its yearly return since Dec 2007. Reinvesting them, rather than taking cash, left you $8,480 better off on a $10,000 start.
What was SOR's worst year?
2008, at -49.4% with dividends reinvested (S&P 500: -36.8%). Its deepest fall from a peak, on month-end values, was -55.7%.
How is total return calculated here?
From month-end prices: the adjusted price counts every dividend reinvested in the month it was paid; the plain price doesn't. The S&P 500 is SPY with its dividends reinvested. No trading costs or taxes.