Southern Company (The) Series 2 (SOJD)

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Southern Company (The) Series 2 (SOJD) is down 1.5% since the beginning of the year. At $19 per share, SOJD is trading 13.6% below its 52-week high of $22. Investors who bought $1,000 worth of SOJD shares 5 years ago would now be looking at an investment worth $947.

Southern Company (The) Series 2 (SOJD) has returned -1.47% so far this year and 3.89% over the past 12 months.

Based on dividend-adjusted daily data since Jan 14, 2020, SOJD's average daily return is +0.01%, while the average monthly return is +0.20%. At this rate, an investment would double in approximately 28.9 years.

Historically, 49% of months were positive and 51% were negative. The best month was Jan 2023 with a return of +16.5%, while the worst month was Apr 2022 at -11.3%. The longest winning streak lasted 5 consecutive months, and the longest losing streak was 4 months.

On a daily basis, SOJD closed higher 49% of trading days. The best single day was Mar 19, 2020 with a return of +15.7%, while the worst single day was Mar 18, 2020 at -24.8%.

Southern Company (The) Series 2 has an annualized alpha of -3.25%, beta of 0.42, and R2 of 0.20 versus S&P 500 Index. Calculated based on daily prices since January 15, 2020.

• This stock participated in 83.76% of S&P 500 Index downside but only 44.55% of its upside - more exposed to losses than it benefited from rallies.
• Beta of 0.42 may look defensive, but with R2 of 0.20 this stock is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this stock's risk.
• R2 of 0.20 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

SOJD ranks 50 for risk / return — on par with similar stocks. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.

The table below present risk-adjusted performance metrics for Southern Company (The) Series 2 (SOJD) and compare them to S&P 500 Index.

Southern Company (The) Series 2 provided a 6.40% dividend yield over the last twelve months, with an annual payout of $1.24 per share. The company has been increasing its dividends for 2 consecutive years.

The table displays the monthly dividend distributions for Southern Company (The) Series 2. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Southern Company (The) Series 2. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Southern Company (The) Series 2 was 38.10%, occurring on Mar 18, 2020. Recovery took 56 trading sessions.

The current Southern Company (The) Series 2 drawdown is 12.28%.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of Southern Company (The) Series 2 over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

The Valuation section provides an overview of how Southern Company (The) Series 2 is priced in the market compared to other companies in the undefined industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.