Source Capital Closed Stock Technical Analysis
| SOR Stock | USD 48.35 0.11 0.23% |
As of the 29th of January, Source Capital has the Risk Adjusted Performance of 0.0856, semi deviation of 1.08, and Coefficient Of Variation of 892.41. In relation to fundamental indicators, the technical analysis model makes it possible for you to check existing technical drivers of Source Capital Closed, as well as the relationship between them. Please validate Source Capital Closed jensen alpha and semi variance to decide if Source Capital is priced more or less accurately, providing market reflects its prevalent price of 48.35 per share. Given that Source Capital Closed has jensen alpha of 0.0868, we advise you to double-check Source Capital Closed's current market performance to make sure the company can sustain itself at a future point.
Source Capital Momentum Analysis
Momentum indicators are widely used technical indicators which help to measure the pace at which the price of specific equity, such as Source, fluctuates. Many momentum indicators also complement each other and can be helpful when the market is rising or falling as compared to SourceSource Capital's Momentum analyses are specifically helpful, as they help investors time the market using mark points where the market can reverse. The reversal spots are usually identified through divergence between price movement and momentum.Can Asset Management & Custody Banks industry sustain growth momentum? Does Source have expansion opportunities? Factors like these will boost the valuation of Source Capital. If investors know Source will grow in the future, the company's valuation will be higher. Determining accurate worth demands scrutiny of both present operating results and projected expansion capacity. Evaluating Source Capital demands reviewing these metrics collectively while recognizing certain factors exert disproportionate influence.
Quarterly Earnings Growth 0.135 | Dividend Share 2.5 | Earnings Share 5.22 | Revenue Per Share | Quarterly Revenue Growth (0.12) |
Investors evaluate Source Capital Closed using market value (trading price) and book value (balance sheet equity), each telling a different story. Calculating Source Capital's intrinsic value—the estimated true worth—helps identify when the stock trades at a discount or premium to fair value. Market participants employ diverse analytical approaches to determine fair value and identify buying opportunities when prices dip below calculated worth. External factors like market trends, sector rotation, and investor psychology can cause Source Capital's market price to deviate significantly from intrinsic value.
Please note, there is a significant difference between Source Capital's value and its price as these two are different measures arrived at by different means. Investors typically determine if Source Capital is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. Conversely, Source Capital's market price signifies the transaction level at which participants voluntarily complete trades.
Source Capital 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Source Capital's stock what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Source Capital.
| 10/31/2025 |
| 01/29/2026 |
If you would invest 0.00 in Source Capital on October 31, 2025 and sell it all today you would earn a total of 0.00 from holding Source Capital Closed or generate 0.0% return on investment in Source Capital over 90 days. Source Capital is related to or competes with Saratoga Investment, Diamond Hill, Stellus Capital, PennantPark Investment, Barings Corporate, Palmer Square, and Gladstone Capital. Source Capital, Inc. is a close-ended balanced fund launched and managed by First Pacific Advisors, LLC More
Source Capital Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Source Capital's stock current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Source Capital Closed upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 1.24 | |||
| Information Ratio | 0.0431 | |||
| Maximum Drawdown | 5.72 | |||
| Value At Risk | (1.93) | |||
| Potential Upside | 1.83 |
Source Capital Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Source Capital's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Source Capital's standard deviation. In reality, there are many statistical measures that can use Source Capital historical prices to predict the future Source Capital's volatility.| Risk Adjusted Performance | 0.0856 | |||
| Jensen Alpha | 0.0868 | |||
| Total Risk Alpha | 0.0159 | |||
| Sortino Ratio | 0.0377 | |||
| Treynor Ratio | 0.2899 |
Source Capital January 29, 2026 Technical Indicators
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.0856 | |||
| Market Risk Adjusted Performance | 0.2999 | |||
| Mean Deviation | 0.8001 | |||
| Semi Deviation | 1.08 | |||
| Downside Deviation | 1.24 | |||
| Coefficient Of Variation | 892.41 | |||
| Standard Deviation | 1.09 | |||
| Variance | 1.18 | |||
| Information Ratio | 0.0431 | |||
| Jensen Alpha | 0.0868 | |||
| Total Risk Alpha | 0.0159 | |||
| Sortino Ratio | 0.0377 | |||
| Treynor Ratio | 0.2899 | |||
| Maximum Drawdown | 5.72 | |||
| Value At Risk | (1.93) | |||
| Potential Upside | 1.83 | |||
| Downside Variance | 1.55 | |||
| Semi Variance | 1.16 | |||
| Expected Short fall | (0.78) | |||
| Skewness | (0.46) | |||
| Kurtosis | 1.12 |
Source Capital Closed Backtested Returns
Currently, Source Capital Closed is very steady. Source Capital Closed owns Efficiency Ratio (i.e., Sharpe Ratio) of 0.11, which indicates the firm had a 0.11 % return per unit of risk over the last 3 months. We have found thirty technical indicators for Source Capital Closed, which you can use to evaluate the volatility of the company. Please validate Source Capital's Semi Deviation of 1.08, risk adjusted performance of 0.0856, and Coefficient Of Variation of 892.41 to confirm if the risk estimate we provide is consistent with the expected return of 0.13%. Source Capital has a performance score of 8 on a scale of 0 to 100. The entity has a beta of 0.39, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, Source Capital's returns are expected to increase less than the market. However, during the bear market, the loss of holding Source Capital is expected to be smaller as well. Source Capital Closed right now has a risk of 1.13%. Please validate Source Capital semi variance, as well as the relationship between the rate of daily change and relative strength index , to decide if Source Capital will be following its existing price patterns.
Auto-correlation | 0.79 |
Good predictability
Source Capital Closed has good predictability. Overlapping area represents the amount of predictability between Source Capital time series from 31st of October 2025 to 15th of December 2025 and 15th of December 2025 to 29th of January 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Source Capital Closed price movement. The serial correlation of 0.79 indicates that around 79.0% of current Source Capital price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.79 | |
| Spearman Rank Test | 0.53 | |
| Residual Average | 0.0 | |
| Price Variance | 0.66 |
Source Capital technical stock analysis exercises models and trading practices based on price and volume transformations, such as the moving averages, relative strength index, regressions, price and return correlations, business cycles, stock market cycles, or different charting patterns.
Source Capital Closed Technical Analysis
The output start index for this execution was twenty-four with a total number of output elements of thirty-seven. The Average True Range was developed by J. Welles Wilder in 1970s. It is one of components of the Welles Wilder Directional Movement indicators. The ATR is a measure of Source Capital Closed volatility. High ATR values indicate high volatility, and low values indicate low volatility.
About Source Capital Technical Analysis
The technical analysis module can be used to analyzes prices, returns, volume, basic money flow, and other market information and help investors to determine the real value of Source Capital Closed on a daily or weekly bases. We use both bottom-up as well as top-down valuation methodologies to arrive at the intrinsic value of Source Capital Closed based on its technical analysis. In general, a bottom-up approach, as applied to this company, focuses on Source Capital Closed price pattern first instead of the macroeconomic environment surrounding Source Capital Closed. By analyzing Source Capital's financials, daily price indicators, and related drivers such as dividends, momentum ratios, and various types of growth rates, we attempt to find the most accurate representation of Source Capital's intrinsic value. As compared to a bottom-up approach, our top-down model examines the macroeconomic factors that affect the industry/economy before zooming in to Source Capital specific price patterns or momentum indicators. Please read more on our technical analysis page.
| 2023 | 2024 | 2025 | 2026 (projected) | PTB Ratio | 0.92 | 1.0 | 0.9 | 0.72 | Dividend Yield | 0.0721 | 0.0575 | 0.0517 | 0.088 |
Source Capital January 29, 2026 Technical Indicators
Most technical analysis of Source help investors determine whether a current trend will continue and, if not, when it will shift. We provide a combination of tools to recognize potential entry and exit points for Source from various momentum indicators to cycle indicators. When you analyze Source charts, please remember that the event formation may indicate an entry point for a short seller, and look at different other indicators across different periods to confirm that a breakdown or reversion is likely to occur.
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.0856 | |||
| Market Risk Adjusted Performance | 0.2999 | |||
| Mean Deviation | 0.8001 | |||
| Semi Deviation | 1.08 | |||
| Downside Deviation | 1.24 | |||
| Coefficient Of Variation | 892.41 | |||
| Standard Deviation | 1.09 | |||
| Variance | 1.18 | |||
| Information Ratio | 0.0431 | |||
| Jensen Alpha | 0.0868 | |||
| Total Risk Alpha | 0.0159 | |||
| Sortino Ratio | 0.0377 | |||
| Treynor Ratio | 0.2899 | |||
| Maximum Drawdown | 5.72 | |||
| Value At Risk | (1.93) | |||
| Potential Upside | 1.83 | |||
| Downside Variance | 1.55 | |||
| Semi Variance | 1.16 | |||
| Expected Short fall | (0.78) | |||
| Skewness | (0.46) | |||
| Kurtosis | 1.12 |
Source Capital January 29, 2026 Daily Trend Indicators
Traders often use several different daily volumes and price technical indicators to supplement a more traditional technical analysis when analyzing securities such as Source stock. With literally thousands of different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
| Accumulation Distribution | 36.59 | ||
| Daily Balance Of Power | 0.17 | ||
| Rate Of Daily Change | 1.00 | ||
| Day Median Price | 48.18 | ||
| Day Typical Price | 48.23 | ||
| Price Action Indicator | 0.23 | ||
| Market Facilitation Index | 0.0002 |
Additional Tools for Source Stock Analysis
When running Source Capital's price analysis, check to measure Source Capital's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Source Capital is operating at the current time. Most of Source Capital's value examination focuses on studying past and present price action to predict the probability of Source Capital's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Source Capital's price. Additionally, you may evaluate how the addition of Source Capital to your portfolios can decrease your overall portfolio volatility.