NXG vs SOR
Comparison between Cushing NextGen Infrastructure Income Fund (NXG, ETF) and Source Capital Inc (SOR, ETF).
5-Year PerformanceNXG has outperformed SOR, delivering a return of +16.8% compared to +9.1%
NXG vs SOR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
NXG vs SOR - Historical Returns
Returns include dividend reinvestment.
NXG vs SOR - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | NXG | SOR |
|---|---|---|
| 2026 | +17.49% | +4.27% |
| 2025 | +23.13% | +12.70% |
| 2024 | +48.80% | +21.04% |
| 2023 | +7.36% | +14.33% |
| 2022 | -9.47% | -6.78% |
| 2021 | +28.60% | +20.81% |
| 2020 | -28.60% | +6.91% |
| 2019 | -0.37% | +20.90% |
| 2018 | -33.08% | -11.01% |
| 2017 | +18.68% | +18.05% |
| 2016 | +26.41% | +11.69% |
| 2015 | -32.03% | -1.07% |
| 2014 | -12.82% | +14.62% |
| 2013 | +9.25% | +31.34% |
| 2012 | -9.02% | +17.49% |
| 2011 | N/A | -6.87% |
| 2010 | N/A | +29.92% |
| 2009 | N/A | +51.89% |
| 2008 | N/A | -48.98% |
| 2007 | N/A | -4.79% |
| 2006 | N/A | -0.98% |
| 2005 | N/A | +11.54% |
| 2004 | N/A | +27.27% |
| 2003 | N/A | +19.56% |
| 2002 | N/A | -6.69% |
| 2001 | N/A | +26.33% |
| 2000 | N/A | +27.08% |
| 1999 | N/A | +0.79% |
NXG vs SOR Drawdown Comparison
The maximum drawdown for NXG was -84.51%, occurring on Mar 18, 2020. Recovery took 2926 trading sessions.
The maximum drawdown for SOR was -65.48%, occurring on Nov 21, 2008. Recovery took 1230 trading sessions.
The current NXG drawdown is -13.19%. The current SOR drawdown is -2.38%.
| Rank | NXG | SOR |
|---|---|---|
| #1 | -84.51% Jul 29, 2014 - Mar 18, 2026 | -65.48% May 11, 2006 - Mar 30, 2011 |
| #2 | -15.54% Jun 30, 2026 - Jul 29, 2026 | -39.11% Feb 13, 2020 - Nov 24, 2020 |
| #3 | -14.77% May 28, 2013 - Jan 21, 2014 | -38.76% May 13, 2002 - Jan 16, 2004 |
| #4 | -12.27% Oct 22, 2012 - Apr 11, 2013 | -30.78% Jul 7, 2011 - Jan 2, 2013 |
| #5 | -6.79% Mar 25, 2026 - Apr 27, 2026 | -19.01% Aug 22, 2001 - Nov 19, 2001 |
| #6 | -6.18% May 14, 2026 - Jun 4, 2026 | -18.01% Jan 26, 2018 - Oct 28, 2019 |
| #7 | -4.72% Jun 4, 2026 - Jun 26, 2026 | -17.47% Jan 3, 2022 - Nov 14, 2023 |
| #8 | -4.71% Jan 22, 2014 - Feb 13, 2014 | -13.41% Jun 23, 2015 - Apr 13, 2016 |
| #9 | -4.69% Apr 11, 2013 - May 8, 2013 | -13.16% Jul 1, 2014 - Nov 12, 2014 |
| #10 | -3.16% Jul 1, 2014 - Jul 22, 2014 | -11.23% Nov 22, 1999 - May 17, 2000 |
| #11 | -2.98% Apr 3, 2014 - Apr 21, 2014 | -9.47% Feb 5, 2001 - May 3, 2001 |
| #12 | -2.57% Feb 21, 2014 - Apr 1, 2014 | -9.41% Mar 19, 2004 - Jun 29, 2004 |
| #13 | -2.50% Jun 12, 2014 - Jun 30, 2014 | -9.37% Apr 5, 2011 - Jul 1, 2011 |
| #14 | -2.13% Apr 27, 2026 - Apr 30, 2026 | -9.18% Feb 20, 2026 - Mar 27, 2026 |
| #15 | -1.90% Mar 19, 2026 - Mar 24, 2026 | -8.30% Dec 31, 2004 - Mar 14, 2005 |
Correlation
Correlation between NXG and SOR is 0.10 which considered as a very weak or no correlation - the stocks move independently of each other.
Dividend Comparison (2000 - 2026)
NXG vs SOR dividend yield comparison.
| Year | NXG | SOR |
|---|---|---|
| 2026 | 8.17% | 3.56% |
| 2025 | 12.83% | 5.46% |
| 2024 | 14.15% | 11.86% |
| 2023 | 12.00% | 7.22% |
| 2022 | 6.69% | 5.74% |
| 2021 | 5.81% | 11.09% |
| 2020 | 5.53% | 4.11% |
| 2019 | 3.03% | 2.58% |
| 2018 | 3.05% | 12.90% |
| 2017 | 1.68% | 4.24% |
| 2016 | 2.36% | 98.00% |
| 2015 | 2.87% | 6.04% |
| 2014 | 1.92% | 5.88% |
| 2013 | 1.64% | 4.47% |
| 2012 | 0.28% | 6.64% |
| 2011 | 0.00% | 6.38% |
| 2010 | 0.00% | 4.52% |
| 2009 | 0.00% | 4.66% |
| 2008 | 0.00% | 12.37% |
| 2007 | 0.00% | 6.72% |
| 2006 | 0.00% | 7.01% |
| 2005 | 0.00% | 7.42% |
| 2004 | 0.00% | 5.59% |
| 2003 | 0.00% | 5.89% |
| 2002 | 0.00% | 8.70% |
| 2001 | 0.00% | 7.54% |
| 2000 | 0.00% | 14.35% |
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