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The Southern Company

SO
Equity · Currency in USD
Sector
Utilities
Industry
Utilities—Regulated Electric
ISIN
US8425871071
CUSIP
842587107

SOPrice Chart


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SOPerformance

The chart shows the growth of $10,000 invested in The Southern Company on Jan 5, 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $32,535 for a total return of roughly 225.35%. All prices are adjusted for splits and dividends.


SO (The Southern Company)
Benchmark (S&P 500)

SOReturns in periods

Returns over 1 year are annualized

PeriodReturn
1M-1.35%
6M-1.33%
YTD5.67%
1Y11.38%
5Y9.39%
10Y8.63%

SOMonthly Returns Heatmap


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SOSharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current The Southern Company Sharpe ratio is 0.48. A Sharpe ratio between 0 and 1.0 is considered sub-optimal.

The chart below displays rolling 12-month Sharpe Ratio.


SO (The Southern Company)
Benchmark (S&P 500)

SODividends

The Southern Company granted a 4.13% dividend yield in the last twelve months, as of Oct 23, 2021. The annual payout for that period amounted to $2.60 per share.


PeriodTTM20202019201820172016201520142013201220112010
Dividend$2.60$2.54$2.46$2.38$2.30$2.22$2.15$2.08$2.01$1.94$1.87$1.80

Dividend yield

4.13%4.13%3.86%5.42%4.78%4.52%4.60%4.24%4.89%4.54%4.05%4.72%

SODrawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


SO (The Southern Company)
Benchmark (S&P 500)

SOWorst Drawdowns

The table below shows the maximum drawdowns of the The Southern Company. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the The Southern Company is 38.43%, recorded on Mar 23, 2020. It took 353 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-38.43%Jan 31, 202036Mar 23, 2020353Aug 16, 2021389
-19.3%Jan 30, 2015102Jun 25, 2015178Mar 10, 2016280
-17.69%Nov 3, 201765Feb 7, 2018259Feb 20, 2019324
-14.92%Apr 24, 2013116Oct 7, 2013139Apr 28, 2014255
-12.65%Jul 26, 201691Dec 1, 2016222Oct 19, 2017313
-11.37%Jul 30, 201281Nov 23, 201285Mar 28, 2013166
-8.36%May 13, 201016Jun 4, 201030Jul 19, 201046
-8.27%Aug 23, 202129Oct 1, 2021
-7.52%Apr 29, 201470Aug 6, 201447Oct 13, 2014117
-6.24%Jan 20, 201014Feb 8, 201025Mar 16, 201039

SOVolatility Chart

Current The Southern Company volatility is 16.86%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.


SO (The Southern Company)
Benchmark (S&P 500)

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