Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SO (The Southern Company) | 6.77% | 7.16% | 13.47% | 11.36% | 10.70% | 10.50% | 10.16% | … | … |
Data as of 06/04/2026, Common starting date is 12/31/1981
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SO (The Southern Company) | 12/31/1981 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 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 (%) | -0.97 | 7.16 | 13.47 | 11.36 | 10.70 | 10.50 | 10.16 | … | … | 6.77 | 9.47 | 21.72 | 2.21 | 8.24 | 16.34 | 0.63 | 51.65 | -3.75 | 2.42 | 9.92 | 1.05 | 25.24 | 0.48 | -3.55 | 26.94 | 20.72 | -4.91 | 0.02 | 9.86 | 11.68 | 7.57 | 16.16 | 11.75 | 17.62 | -19.47 | 48.78 | -19.14 | 12.32 | 14.36 | -8.12 | 23.12 | -9.35 | 14.61 | 12.00 | 23.32 | -4.29 | 30.17 | 0.00 | -11.82 | 14.04 | 17.88 | 15.27 | 4.80 | 30.21 | 0.00 |
| Sharpe Ratio | NA | 0.29 | 0.60 | 0.49 | 0.43 | NA | NA | … | … | 0.90 | 0.37 | 1.08 | -0.08 | 0.30 | 1.01 | 0.01 | 3.59 | -0.28 | 0.14 | 0.63 | 0.06 | 1.90 | 0.03 | -0.33 | 2.06 | 1.58 | -0.25 | -0.03 | 0.39 | 0.67 | 0.38 | 1.26 | 0.61 | 0.56 | -0.42 | 1.38 | -0.94 | 0.42 | 0.55 | -0.62 | 1.10 | -0.63 | 0.90 | 0.68 | 1.06 | -0.55 | 1.38 | -0.25 | -0.44 | 0.47 | 0.73 | 0.40 | -0.10 | 1.15 | NA |
| Standard Deviation(%) | NA | 15.59 | 17.60 | 18.58 | 21.84 | NA | NA | … | … | 18.11 | 17.68 | 16.75 | 18.84 | 22.79 | 16.16 | 45.60 | 13.97 | 18.51 | 12.23 | 15.44 | 17.29 | 13.31 | 12.79 | 11.04 | 13.08 | 13.04 | 19.89 | 30.46 | 17.35 | 12.38 | 13.93 | 12.04 | 18.07 | 29.44 | 53.09 | 32.33 | 24.02 | 21.18 | 19.26 | 18.95 | 17.34 | 19.72 | 13.83 | 13.95 | 18.29 | 17.73 | 17.53 | 19.14 | 36.07 | 20.69 | 17.02 | 20.43 | 15.78 | 19.41 | 0.00 |
| Draw Down(%) | NA | 14.99 | 14.99 | 23.28 | 38.43 | NA | NA | … | … | 7.38 | 14.99 | 12.72 | 15.46 | 23.28 | 8.28 | 38.43 | 4.07 | 11.97 | 9.53 | 12.65 | 18.38 | 7.52 | 14.92 | 11.37 | 5.73 | 8.36 | 27.56 | 18.33 | 12.03 | 12.42 | 7.96 | 8.65 | 12.07 | 17.49 | 39.16 | 18.87 | 24.73 | 11.55 | 13.98 | 17.48 | 8.24 | 20.68 | 11.73 | 12.23 | 9.13 | 21.37 | 10.62 | 15.46 | 37.12 | 16.00 | 17.39 | 15.94 | 11.28 | 11.11 | 0.00 |
| Yield(%) | 0.00 | 3.38 | 4.16 | 4.38 | 5.23 | 6.26 | 7.02 | … | … | 1.72 | 3.58 | 4.04 | 3.87 | 3.96 | 4.41 | 4.06 | 5.63 | 5.05 | 4.69 | 4.73 | 5.43 | 5.12 | 4.59 | 4.31 | 4.88 | 5.42 | 4.63 | 4.36 | 4.32 | 4.38 | 4.47 | 4.71 | 4.78 | 5.32 | 6.14 | 5.89 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 12/31/1981
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SO (The Southern Company) |
-5.03%
Nov 1998 – Nov 2001 |
0.28%
Aug 1986 – Aug 1991 |
4.43%
Aug 1993 – Aug 2003 |
4.30%
Aug 1986 – Aug 2001 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SO (The Southern Company) |
23.74%
Sep 1990 – Sep 1993 |
18.01%
Jan 1982 – Jan 1987 |
13.37%
Jan 2010 – Jan 2020 |
12.31%
Oct 2009 – Oct 2024 |
Annualized Rolling Returns Comparison Chart