|As of December 31, 2011 |
|(NAV) ||1 Year ||5 Years ||10 Years |
|Per Common Share ||-5.21% ||2.07% ||6.72% |
*Past performance is not indicative of future performance. The returns shown for Source Capital are calculated at net asset value per share, including reinvestment of all distributions. Since Source Capital is a closed-end investment company and its shares are bought and sold on the New York Stock Exchange, your performance may also vary based upon the market price of the common stock. The Russell 2500 Index consists of the 2,500 smallest companies in the Russell 3000 total capitalization universe. This index is considered a measure of small to mid capitalization stock performance. The Standard & Poor's 500 Stock Index (S&P 500) is a capitalization-weighted index which covers industrial, utility, transportation and financial service companies, and represents approximately 75% of the New York Stock Exchange (NYSE) capitalization and 30% of NYSE issues. This index is considered a measure of large capitalization stock performance. The Nasdaq Composite Index is a market capitalization, price only, unmanaged index that tracks the performance of domestic common stocks traded on the regular Nasdaq market as well as foreign common stocks and ADRs traded on the national market system. These indices do not reflect any commissions or fees which would be incurred by an investor purchasing the stocks they represent. The performance of the Company and of the Averages is computed on a total return basis which includes reinvestment of all distributions. After tax performance has been calculated on a total return basis, which combines principal and dividend income changes for the periods shown. Principal changes are based on the difference between the beginning and closing net asset values for the period and assume reinvestment of all dividends and distributions paid. Source Capital is a closed-end investment company. Its shares are traded on the New York Stock Exchange, and the Company is not involved in these transactions. Thus, your performance will also vary based upon the market price of Source Capital's common stock.