What if you'd held SOR?
A $1,000 investment in Source Capital, Inc. Cmn Shs of BI (SOR) at the month-end close of 1980-03 would be worth $121,984 at the close of 2026-08 — +12098.4% total return, dividends reinvested. The same $1,000 in the S&P 500 would be worth $75,502.
Your scenario
Result
If you'd bought $1,000 at the start of each year
Value of $1,000 invested on January 1 of each year, held to 2026-08, dividends included.
Every year, $1,000 from 1980
| Year | Value of $1,000 | Year return |
|---|---|---|
| 1980 | $1,000 | — |
| 1981 | $1,016 | +1.6% |
| 1982 | $1,237 | +21.8% |
| 1983 | $1,388 | +12.2% |
| 1984 | $1,592 | +14.6% |
| 1985 | $1,886 | +18.5% |
| 1986 | $1,853 | -1.8% |
| 1987 | $1,612 | -13.0% |
| 1988 | $2,008 | +24.6% |
| 1989 | $2,524 | +25.7% |
| 1990 | $2,375 | -5.9% |
| 1991 | $3,135 | +32.0% |
| 1992 | $3,661 | +16.8% |
| 1993 | $3,578 | -2.3% |
| 1994 | $3,337 | -6.7% |
| 1995 | $4,131 | +23.8% |
| 1996 | $5,181 | +25.4% |
| 1997 | $6,606 | +27.5% |
| 1998 | $6,873 | +4.0% |
| 1999 | $7,950 | +15.7% |
| 2000 | $9,829 | +23.6% |
| 2001 | $12,313 | +25.3% |
| 2002 | $11,496 | -6.6% |
| 2003 | $13,829 | +20.3% |
| 2004 | $17,715 | +28.1% |
| 2005 | $19,709 | +11.3% |
| 2006 | $19,108 | -3.1% |
| 2007 | $18,050 | -5.5% |
| 2008 | $9,135 | -49.4% |
| 2009 | $14,681 | +60.7% |
| 2010 | $19,195 | +30.7% |
| 2011 | $18,040 | -6.0% |
| 2012 | $21,466 | +19.0% |
| 2013 | $28,948 | +34.9% |
| 2014 | $32,765 | +13.2% |
| 2015 | $32,177 | -1.8% |
| 2016 | $36,189 | +12.5% |
| 2017 | $42,890 | +18.5% |
| 2018 | $38,424 | -10.4% |
| 2019 | $46,954 | +22.2% |
| 2020 | $50,560 | +7.7% |
| 2021 | $61,004 | +20.7% |
| 2022 | $57,807 | -5.2% |
| 2023 | $65,090 | +12.6% |
| 2024 | $78,922 | +21.3% |
| 2025 | $87,968 | +11.5% |
| 2026 | $93,068 | +5.8% |
Best and worst month-end to buy
The best single month-end close to have bought SOR was 1980-03 ($0.38): $1,000 then is $121,984 today. The worst was 2026-01 ($47.29): $1,000 then is $988.
FAQ
What would $1,000 in SOR be worth today?
A $1,000 investment in Source Capital, Inc. Cmn Shs of BI (SOR) at the start of 1980 would be worth about $121,984 today, a total return of +12098.4%. Dividends are reinvested in these figures.
What were the best and worst years for SOR?
Source Capital, Inc. Cmn Shs of BI (SOR)'s strongest calendar year since 1980 was 2009, a +60.7% return — $1,000 held through that year became about $1,607 by year-end. Its weakest year was 2008, at -49.4%.
Does the calculator include dividends and splits?
Yes where available. Prices are adjusted for both stock splits and reinvested dividends (total return), the same measure brokerages use.
How much would $100 per month in SOR have grown?
Investing $100 at the end of every month since 1980-03 would have grown to about $1.19M on $55,800 invested.
Did SOR beat the S&P 500?
Over the same period, $1,000 in the S&P 500 index would be worth $75,502. SOR beat the S&P 500 by +61.6% in total return.
Is this investment advice?
No. Wall Street Regrets is an entertainment and education tool. Every number is a historical calculation, not a prediction, and past performance never guarantees future results.
Methodology
Source Capital, Inc. Cmn Shs of BI (SOR) historical total-return data from 1980-03 to 2026-08, reduced to month-end closes for the tables above.
Returns use adjusted close prices from Yahoo Finance historical data — adjusted for stock splits and reinvested dividends — the same convention used by major brokerages. A "year" scenario invests $1,000 at the prior December's month-end close and values it at the latest available month-end close. Non-USD amounts are converted at historical month-end exchange rates (Yahoo Finance): to USD on the buy date and back to your currency at the latest rate, so the return reflects the currency move as well as the asset.
Month-end resolution means intra-month extremes are not captured in tables; the calculator uses exact trading-day closes where daily data is available. Figures ignore taxes, fees, and the currency effects of non-USD listings. History is not a forecast. Wall Street Regrets is entertainment, not investment advice.
What if you'd held…
Data: adjusted close prices via Yahoo Finance. As of 2026-08. Not financial advice.