^SIXU vs. SO
Compare and contrast key facts about Utilities Select Sector Index (^SIXU) and The Southern Company (SO).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ^SIXU or SO.
Correlation
The correlation between ^SIXU and SO is 0.83, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
^SIXU vs. SO - Performance Comparison
Key characteristics
^SIXU:
2.02
SO:
2.07
^SIXU:
2.75
SO:
2.93
^SIXU:
1.35
SO:
1.36
^SIXU:
1.41
SO:
2.74
^SIXU:
8.77
SO:
6.83
^SIXU:
3.58%
SO:
5.33%
^SIXU:
15.51%
SO:
17.60%
^SIXU:
-36.56%
SO:
-38.43%
^SIXU:
-2.95%
SO:
-4.53%
Returns By Period
In the year-to-date period, ^SIXU achieves a 5.63% return, which is significantly lower than SO's 8.30% return. Over the past 10 years, ^SIXU has underperformed SO with an annualized return of 5.71%, while SO has yielded a comparatively higher 11.28% annualized return.
^SIXU
5.63%
2.14%
6.55%
30.66%
2.75%
5.71%
SO
8.30%
8.03%
4.37%
35.94%
9.35%
11.28%
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Risk-Adjusted Performance
^SIXU vs. SO — Risk-Adjusted Performance Rank
^SIXU
SO
^SIXU vs. SO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Utilities Select Sector Index (^SIXU) and The Southern Company (SO). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Drawdowns
^SIXU vs. SO - Drawdown Comparison
The maximum ^SIXU drawdown since its inception was -36.56%, roughly equal to the maximum SO drawdown of -38.43%. Use the drawdown chart below to compare losses from any high point for ^SIXU and SO. For additional features, visit the drawdowns tool.
Volatility
^SIXU vs. SO - Volatility Comparison
The current volatility for Utilities Select Sector Index (^SIXU) is 4.40%, while The Southern Company (SO) has a volatility of 6.81%. This indicates that ^SIXU experiences smaller price fluctuations and is considered to be less risky than SO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.