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The Southern Company

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

SOPrice Chart


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SOPerformance

The chart shows the growth of $10,000 invested in SO on Jan 5, 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $31,966 for a total return of roughly 219.66%. All prices are adjusted for splits and dividends.


0.00%50.00%100.00%150.00%200.00%250.00%20122014201620182020
219.66%
259.57%
S&P 500

SOReturns in periods

Returns over 1 year are annualized

PeriodReturn
1M6.23%
YTD3.82%
6M9.73%
1Y13.36%
5Y9.41%
10Y10.23%

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 1.16. A Sharpe ratio greater than 1.0 is considered acceptable.

The chart below displays rolling 12-month Sharpe Ratio.


-1.000.001.002.003.004.0020122014201620182020
1.16

SODividends

The Southern Company granted a 4.06% dividend yield in the last twelve months, as of Apr 7, 2021. The annual payout for that period amounted to $2.56 per share.


PeriodTTM20202019201820172016201520142013201220112010
Dividend$2.56$2.54$2.46$2.38$2.30$2.22$2.68$2.08$2.01$1.94$1.87$1.80
Dividend yield
4.06%4.13%3.86%5.42%4.78%4.52%5.73%4.24%4.89%4.54%4.05%4.72%

SODrawdowns Chart


-40.00%-30.00%-20.00%-10.00%0.00%20122014201620182020
-6.07%

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 {{portfolioName}} is 38.43%, recorded on Mar 23, 2020. The portfolio has not recovered from it yet.


Depth
Start
To Bottom
Bottom
To Recover
End
Total
-38.43%Jan 31, 202036Mar 23, 2020
-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
-7.52%Apr 29, 201470Aug 6, 201447Oct 13, 2014117
-6.24%Jan 20, 201014Feb 8, 201025Mar 16, 201039
-6.09%Apr 1, 201634May 18, 201618Jun 14, 201652

SOVolatility Chart

Current The Southern Company volatility is 11.64%. The chart below displays rolling 10-day Close-to-Close volatility.


0.00%50.00%100.00%150.00%20122014201620182020
11.64%

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