Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SOJD (Southern Co) | -1.67% | 3.25% | -0.32% | -1.12% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/15/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SOJD (Southern Co) | 01/15/2020 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.73 | 3.25 | -0.32 | -1.12 | NA | NA | NA | … | … | -1.67 | 3.77 | -2.73 | 21.13 | -23.44 | 3.64 | 12.83 |
| Sharpe Ratio | NA | 0.26 | -0.19 | -0.25 | NA | NA | NA | … | … | -0.43 | 0.08 | -0.49 | 1.12 | -1.44 | 0.49 | 0.32 |
| Standard Deviation(%) | NA | 8.75 | 12.61 | 13.26 | NA | NA | NA | … | … | 8.03 | 10.79 | 13.01 | 15.71 | 17.30 | 7.32 | 41.02 |
| Draw Down(%) | NA | 10.93 | 16.29 | 26.85 | NA | NA | NA | … | … | 8.57 | 9.16 | 15.00 | 15.37 | 26.36 | 5.79 | 38.10 |
| Yield(%) | 0.00 | 6.22 | 5.33 | 4.58 | 3.09 | 2.06 | 1.54 | … | … | 3.02 | 5.81 | 5.52 | 6.14 | 4.57 | 4.52 | 3.96 |
Data as of 06/04/2026, Common starting date is 01/15/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SOJD (Southern Co) |
-3.46%
Oct 2020 – Oct 2023 |
-0.85%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SOJD (Southern Co) |
8.79%
Oct 2022 – Oct 2025 |
3.55%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart