^SIXU vs. SO

In the year-to-date period, ^SIXU achieves a 17.93% return, which is significantly lower than SO's 21.41% return. Over the past 10 years, ^SIXU has underperformed SO with an annualized return of 4.75%, while SO has yielded a comparatively higher 9.91% annualized return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

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.

The current ^SIXU Sharpe Ratio is 1.12, which is comparable to the SO Sharpe Ratio of 1.32. The chart below compares the historical Sharpe Ratios of ^SIXU and SO, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

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.

Utilities Select Sector Index (^SIXU) and The Southern Company (SO) have volatilities of 4.57% and 4.78%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.