SO: Southern Company (STOCK)
Basic Info 78.71 0.01(0.01%) May 14
Asset Class: | ROOT |
MyPlanIQ Rating: | Not Rated |
Start Date: | 12/31/1981 |
Last Dividend Date: | 02/16/2024 |
12-Mo. Yield | 3.70% |
Expenses | - |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 05/10/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 12/31/1981 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 2.3 | 13.4 | 10.7 | 11.3 | 12.3 | 11.0 | 12.0 | 10.2 | 9.1 | 2.2 | 8.2 | 16.3 | 0.6 | 51.6 | -3.8 | 2.4 | 9.9 | 1.1 | 25.2 | 0.5 | -3.5 | 26.9 | 20.8 | -4.9 | -0.0 | 9.9 | 11.7 | 7.6 | 16.2 | 11.8 | 17.6 | -19.5 | 48.8 | -19.1 | 12.3 | 14.4 | -8.1 | 23.1 | -9.3 | 14.6 | 12.0 | 23.3 | -4.3 | 30.2 | -0.0 | -11.8 | 14.0 | 17.9 | 15.3 | 4.8 | 30.2 | 0.0 |
Sharpe Ratio | NA | 2.03 | 0.21 | 0.39 | 0.41 | 0.45 | NA | NA | 0.31 | -0.11 | 0.3 | 1.01 | 0.01 | 3.59 | -0.27 | 0.15 | 0.63 | 0.06 | 1.89 | 0.04 | -0.33 | 2.05 | 1.59 | -0.25 | -0.03 | 0.4 | 0.68 | 0.39 | 1.27 | 0.61 | 0.56 | -0.42 | 1.38 | -0.93 | 0.42 | 0.56 | -0.61 | 1.11 | -0.62 | 0.9 | 0.68 | 1.07 | -0.54 | 1.4 | -0.24 | -0.44 | 0.48 | 0.74 | 0.42 | -0.08 | 1.16 | NA |
Draw Down(%) | NA | 7.5 | 15.5 | 23.3 | 38.4 | 38.4 | NA | NA | 39.2 | 15.5 | 23.3 | 8.3 | 38.4 | 4.1 | 12.0 | 9.5 | 12.6 | 18.4 | 7.5 | 14.9 | 11.4 | 5.7 | 8.4 | 27.6 | 18.3 | 12.0 | 12.4 | 8.0 | 8.6 | 12.1 | 17.5 | 39.2 | 18.9 | 24.7 | 11.6 | 14.0 | 17.5 | 8.2 | 20.7 | 11.7 | 12.2 | 9.1 | 21.4 | 10.6 | 15.5 | 37.1 | 16.0 | 17.4 | 15.9 | 11.3 | 11.1 | 0.0 |
Standard Deviation(%) | NA | 17.4 | 18.1 | 19.3 | 26.3 | 21.6 | NA | NA | 21.5 | 18.8 | 22.8 | 16.2 | 45.6 | 14.0 | 18.5 | 12.2 | 15.4 | 17.3 | 13.3 | 12.8 | 11.0 | 13.1 | 13.0 | 19.9 | 30.5 | 17.4 | 12.4 | 13.9 | 12.0 | 18.1 | 29.4 | 53.1 | 32.3 | 24.0 | 21.2 | 19.3 | 18.9 | 17.3 | 19.7 | 13.8 | 14.0 | 18.3 | 17.7 | 17.5 | 19.1 | 36.1 | 20.7 | 17.0 | 20.4 | 15.8 | 19.4 | 0.0 |
Treynor Ratio | NA | 2.66 | 0.12 | 0.18 | 0.15 | 0.16 | NA | NA | 0.13 | -0.04 | 0.15 | 0.39 | 0.0 | 3.11 | -0.36 | -0.8 | 0.51 | 0.02 | 0.96 | 0.01 | -0.16 | 0.76 | 0.44 | -0.15 | -0.02 | 0.1 | 0.14 | 0.06 | 0.37 | 0.2 | 0.35 | -0.73 | 6.09 | -0.83 | 0.57 | 0.24 | -0.15 | 0.27 | -0.14 | 0.17 | 0.23 | 0.34 | -0.16 | 0.3 | -0.07 | -0.19 | 0.14 | 0.22 | 0.15 | -0.05 | 0.53 | 1.0 |
Alpha | NA | 0.11 | -0.01 | 0.02 | 0.01 | 0.02 | NA | NA | 0.01 | -0.04 | 0.07 | 0.02 | -0.05 | 0.15 | -0.01 | 0.01 | 0.03 | 0.01 | 0.08 | -0.07 | -0.03 | 0.09 | 0.05 | -0.05 | 0.1 | 0.02 | 0.01 | 0.01 | 0.04 | -0.01 | 0.12 | -0.03 | 0.17 | -0.1 | 0.03 | 0.0 | -0.09 | -0.01 | -0.04 | 0.03 | 0.03 | 0.02 | -0.01 | 0.02 | -0.04 | -0.06 | 0.03 | 0.01 | 0.04 | -0.01 | 0.06 | NA |
Beta | NA | 0.13 | 0.32 | 0.44 | 0.72 | 0.59 | NA | NA | 0.51 | 0.5 | 0.45 | 0.42 | 1.0 | 0.16 | 0.14 | -0.02 | 0.19 | 0.52 | 0.26 | 0.68 | 0.23 | 0.35 | 0.47 | 0.33 | 0.54 | 0.7 | 0.6 | 0.84 | 0.42 | 0.56 | 0.47 | 0.3 | 0.07 | 0.27 | 0.16 | 0.44 | 0.76 | 0.72 | 0.85 | 0.74 | 0.42 | 0.57 | 0.6 | 0.81 | 0.69 | 0.81 | 0.73 | 0.59 | 0.56 | 0.25 | 0.43 | NA |
RSquared | NA | 0.01 | 0.04 | 0.15 | 0.33 | 0.23 | NA | NA | 0.19 | 0.12 | 0.23 | 0.12 | 0.56 | 0.02 | 0.02 | 0.0 | 0.03 | 0.22 | 0.05 | 0.34 | 0.07 | 0.4 | 0.42 | 0.21 | 0.51 | 0.41 | 0.24 | 0.39 | 0.15 | 0.27 | 0.17 | 0.02 | 0.0 | 0.04 | 0.02 | 0.17 | 0.22 | 0.1 | 0.18 | 0.22 | 0.09 | 0.21 | 0.3 | 0.37 | 0.38 | 0.54 | 0.33 | 0.16 | 0.12 | 0.05 | 0.16 | 0.0 |
Yield(%) | N/A | 1.0 | 2.9 | 4.2 | 4.9 | 5.6 | 8.0 | 7.4 | N/A | 3.9 | 4.0 | 4.4 | 4.1 | 5.6 | 5.0 | 4.7 | 4.7 | 5.4 | 5.1 | 4.6 | 4.3 | 4.9 | 5.5 | 4.6 | 4.4 | 4.3 | 4.4 | 4.4 | 4.7 | 4.8 | 5.3 | 6.2 | 5.8 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -74.8 | -23.4 | 9.7 | 17.5 | 40.5 | 155.1 | 664.7 | N/A | 3.0 | 3.1 | 3.1 | 3.3 | 3.4 | 3.5 | 3.6 | -16.5 | 28.5 | 2.5 | 4.1 | 3.7 | 2.7 | 4.6 | 4.8 | 4.4 | 3.2 | 4.8 | 3.5 | 2.9 | 1.5 | 11.5 | 52.5 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/31/1981
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See ROOT Asset Class Trend Rankings |
Latest Articles Related to SO
Related 401K Plans
1. THE SOUTHERN COMPANY EMPLOYEE SAVINGS PLAN | (Not Rated) |