Equity Clock

Arithmetic Average Seasonal Chart

Geometric Average Seasonal Chart

SOR Relative to the S&P 500

Seasonal Chart Analysis

Analysis of the Source Capital, Inc. (NYSE:SOR) seasonal charts above shows that a Buy Date of November 30 and a Sell Date of March 1 has resulted in a geometric average return of 2.57% above the benchmark rate of the S&P 500 Total Return Index over the past 20 years. This seasonal timeframe has shown positive results compared to the benchmark in 18 of those periods. This is an excellent rate of success and the return strongly outperforms the relative buy-and-hold performance of the stock over the past 20 years by an average of 4.4% per year.

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Stocks mentioned in this post: SOR