Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SOJC (Southern Co) | -0.15% | 4.33% | 0.10% | 0.88% | NA | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 11/29/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SOJC (Southern Co) | 11/29/2017 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.47 | 4.33 | 0.10 | 0.88 | NA | NA | NA | … | … | -0.15 | 4.36 | -3.12 | 19.50 | -14.71 | 0.92 | 9.06 | 26.87 | -9.21 | 1.56 |
| Sharpe Ratio | NA | 0.37 | -0.20 | -0.12 | NA | NA | NA | … | … | -0.13 | 0.15 | -0.62 | 1.14 | -1.02 | 0.12 | 0.41 | 3.31 | -1.26 | 4.94 |
| Standard Deviation(%) | NA | 8.46 | 11.04 | 11.95 | NA | NA | NA | … | … | 7.65 | 9.94 | 10.88 | 14.08 | 15.89 | 7.26 | 21.61 | 7.68 | 8.42 | 3.93 |
| Draw Down(%) | NA | 10.86 | 15.54 | 19.31 | NA | NA | NA | … | … | 6.99 | 9.00 | 11.74 | 15.54 | 19.15 | 4.14 | 22.06 | 3.92 | 11.42 | 0.71 |
| Yield(%) | 1.52 | 6.16 | 5.29 | 4.95 | 4.46 | 2.98 | 2.23 | … | … | 3.00 | 5.87 | 5.52 | 6.08 | 4.98 | 4.86 | 4.94 | 5.88 | 5.34 | 0.00 |
Data as of 06/03/2026, Common starting date is 11/29/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SOJC (Southern Co) |
-2.18%
Oct 2019 – Oct 2022 |
0.67%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SOJC (Southern Co) |
12.19%
Nov 2018 – Nov 2021 |
7.62%
Nov 2018 – Nov 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart