 |
 Video: Compound Annual Growth Rate (CAGR) Definition
|
|
| Date |
Open |
High |
Low |
Close |
Volume |
| 07/10/2025 |
$43.66 |
$43.99 |
$43.66 |
$43.95 |
4.90K | | 07/11/2025 |
$44.01 |
$44.01 |
$43.44 |
$43.75 |
6.50K | | 07/14/2025 |
$44.01 |
$44.45 |
$43.96 |
$44.01 |
11.00K | | 07/15/2025 |
$44.01 |
$45.09 |
$44.00 |
$44.34 |
66.60K | | 07/16/2025 |
$44.40 |
$44.45 |
$43.45 |
$43.69 |
8.90K |
|
|
| Source Capital is registered as a diversified, closed-end management investment company. The investment objective of the Fund is to seek maximum total return for common shareholders from both capital appreciation and investment income to the extent consistent with protection of invested capital. | |
|
Source Capital Inc Cmn Shs of BI (SOR) has the following price history information. Looking back at SOR historical stock prices for the last five trading days, on July 10, 2025, SOR opened at $43.66, traded as high as $43.99 and as low as $43.66, and closed at $43.95. Trading volume was a total of 4.90K shares. On July 11, 2025, SOR opened at $44.01, traded as high as $44.01 and as low as $43.44, and closed at $43.75. Trading volume was a total of 6.50K shares. On July 14, 2025, SOR opened at $44.01, traded as high as $44.45 and as low as $43.96, and closed at $44.01. Trading volume was a total of 11.00K shares. On July 15, 2025, SOR opened at $44.01, traded as high as $45.09 and as low as $44.00, and closed at $44.34. Trading volume was a total of 66.60K shares. On July 16, 2025, SOR opened at $44.40, traded as high as $44.45 and as low as $43.45, and closed at $43.69. Trading volume was a total of 8.90K shares.
SOR Historical Stock Prices By Date:
Below, we examine the compound annual growth rate — CAGR for short — of an investment into Source Capital Inc Cmn Shs of BI shares, starting with a $10,000 purchase of SOR, and working forward through the historical stock price information to today.
Growth of $10,000.00
With Dividends Reinvested
|
| Start date: |
07/20/2015 |
|
| End date: |
07/16/2025 |
|
| Start price/share: |
$71.95 |
|
| End price/share: |
$43.69 |
|
| Starting shares: |
138.99 |
|
| Ending shares: |
541.10 |
|
| Dividends reinvested/share: |
$62.63 |
|
| Total return: |
136.41% |
|
| Average Annual Total Return: |
8.99% |
|
| Starting investment: |
$10,000.00 |
|
| Ending investment: |
$23,646.35 |
|
| Years: |
10.00 |
|
| |
Growth of $10,000.00
Without Dividends Reinvested
|
| Start date: |
07/20/2015 |
|
| End date: |
07/16/2025 |
|
| Start price/share: |
$71.95 |
|
| End price/share: |
$43.69 |
|
| Dividends collected/share: |
$62.63 |
|
| Total return: |
47.77% |
|
| Average Annual Total Return: |
3.98% |
|
| Starting investment: |
$10,000.00 |
|
| Ending investment: |
$14,772.42 |
|
| Years: |
10.00 |
|
|
|
| Date |
Close |
| 07/10/2025 | $43.95 | | 07/11/2025 | $43.75 | | 07/14/2025 | $44.01 | | 07/15/2025 | $44.34 | | 07/16/2025 | $43.69 |
|
|
Free SOR Email Alerts:
