Source Capital
SOURCE CAPITAL /DE/

Average annual returns

No trailing-return data available for this share class.

Risk statistics

81 months through March 31, 2026
Volatility (ann.)
10.46%
Sharpe
1.59
Sortino
3.54
Max drawdown
-20.01%
Best month
11.30%
Worst month
-14.99%

Derived from N-PORT monthly total returns; distinct from the prospectus returns above.

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