SO
The Southern Company
Stock
$83.72+0.25 (+0.30%)Close Oct 2, 2026
Dec 31, 1981 – Oct 2, 2026, Dividends reinvested
- Final balance
- $3,112,612
- CAGR
- +13.69%
- Max drawdown
- −38.43%
- Sharpe ratio
- 0.74
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −5.20%
- 3M
- −13.85%
- 6M
- −12.66%
- YTD
- −1.63%
- 1Y
- −7.89%
- 3Y
- +13.97%
- 5Y
- +10.23%
- 10Y
- +9.43%
- 15Y
- +9.19%
- 20Y
- +9.18%
- 25Y
- +9.73%
- 30Y
- +11.23%
- Since 1981
- +13.69%
Metrics
Since 1981| Volatility | 20.00% |
|---|---|
| Sortino ratio | 1.10 |
| Calmar ratio | 0.36 |
| Best year, 2019 | +51.65% |
| Worst year, 1999 | −14.99% |
| Positive years | 36 of 44 |
| Longest drawdown | 2 years |
Worst drawdowns
Since 1981| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −38.4% | Jan 2020 | Mar 2020 | Aug 2021 | 1.5 years |
| −33.0% | Jan 1987 | Oct 1987 | Jan 1989 | 2 years |
| −30.4% | Sep 2008 | Mar 2009 | Jul 2010 | 1.9 years |
| −29.4% | Oct 1998 | Mar 2000 | Aug 2000 | 1.9 years |
| −23.3% | Aug 2022 | Oct 2022 | May 2024 | 1.7 years |
Annual returns
1981 from Dec 31 · 2026 through Oct 2