(SO) Southern - Performance 23.9% in 12m
Compare SO with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
78.24%
#10 in Group
Rel. Strength
78.85%
#1684 in Universe
Total Return 12m
23.85%
#35 in Group
Total Return 5y
101.21%
#24 in Group
P/E 21.8
73th Percentile in Group
P/E Forward 21.3
89th Percentile in Group
PEG 3.88
65th Percentile in Group
FCF Yield 0.50%
52th Percentile in Group
12m Total Return: SO (23.9%) vs XLU (19.7%)
5y Drawdown (Underwater) Chart
Top Performers in Electric Utilities
Overall best picks of Peer Group Selected by proven GARP Predictive Metrics, sorted by Growth Rating
| Symbol | 1m | 12m | 5y | P/E | P/E Forward | PEG | EPS Stability |
EPS CAGR |
|---|---|---|---|---|---|---|---|---|
| PAM NYSE Pampa Energia |
10.8% | 43.7% | 528% | 6.19 | 8.9 | 0.84 | 55.5% | 22.5% |
| ETR NYSE Entergy |
6.95% | 57.4% | 112% | 27.3 | 21.8 | 1.53 | -25.0% | 203% |
| PPL NYSE PPL |
8.38% | 32.4% | 77.8% | 30.4 | 20.2 | 1.39 | 51.8% | 130% |
| LNT NASDAQ Alliant Energy |
4.19% | 25% | 54.2% | 22.7 | 19.3 | 1.96 | -6.20% | -4.25% |
| EMA TO Emera |
5.19% | 35.6% | 41.8% | 35.9 | 19.1 | 1.24 | -53.0% | -48.3% |
| FE NYSE FirstEnergy |
12.1% | 13.8% | 31.6% | 22.9 | 17 | 1.31 | 0.50% | 54.1% |
| PCG NYSE PG&E |
6.97% | -2.62% | 53% | 15.5 | 11.3 | 0.99 | 54.3% | 12.7% |
| EIX NYSE Edison International |
3.97% | -21% | 22.8% | 7.72 | 9.59 | 0.64 | 26.6% | 45.1% |
Performance Comparison: SO vs XLU vs S&P 500
XLU (Utilities Sector SPDR Fund ETF) is the Sector Benchmark for SO
| Total Return (including Dividends) | SO | XLU | S&P 500 |
|---|---|---|---|
| 1 Month | 5.61% | 10.03% | 11.26% |
| 3 Months | 9.83% | 4.07% | -6.31% |
| 12 Months | 23.85% | 19.67% | 9.89% |
| 5 Years | 101.21% | 68.88% | 106.34% |
| Trend Score (consistency of price movement) | SO | XLU | S&P 500 |
| 1 Month | 65.4% | 95.6% | 83.5% |
| 3 Months | 69.4% | -0.7% | -78.5% |
| 12 Months | 69.2% | 67.1% | 50.9% |
| 5 Years | 92.4% | 77.3% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLU | vs. S&P 500 |
| 1 Month | #51 | -4.02% | -5.08% |
| 3 Month | #28 | 5.53% | 17.2% |
| 12 Month | #36 | 3.49% | 12.7% |
| 5 Years | #25 | 19.1% | -2.49% |
FAQs
Does SO Southern outperforms the market?
Yes,
over the last 12 months SO made 23.85%, while its related Sector, the Utilities Sector SPDR Fund (XLU) made 19.67%.
Over the last 3 months SO made 9.83%, while XLU made 4.07%.
Over the last 3 months SO made 9.83%, while XLU made 4.07%.
Performance Comparison SO vs Indeces and Sectors
SO vs. Indices SO is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -0.95% | -5.65% | 12.9% | 14.0% |
| US NASDAQ 100 | QQQ | -1.41% | -8.46% | 13.3% | 13.4% |
| US Dow Jones Industrial 30 | DIA | -0.92% | -2.74% | 13.0% | 16.4% |
| German DAX 40 | DAX | -2.61% | -11.0% | -11.5% | -1.03% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -1.23% | -6.16% | 18.5% | 18.6% |
| Hongkong Hang Seng | HSI | -4.21% | -11.1% | 6.45% | 11.4% |
| India NIFTY 50 | INDA | 0.89% | -2.71% | 10.2% | 20.6% |
| Brasil Bovespa | EWZ | 2.61% | -4.62% | 9.97% | 36.1% |
SO vs. Sectors SO is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -1.87% | -5.95% | 6.35% | 2.77% |
| Consumer Discretionary | XLY | -0.69% | -4.61% | 13.4% | 11.3% |
| Consumer Staples | XLP | 0.67% | 0.54% | 4.38% | 14.9% |
| Energy | XLE | 0.18% | 2.67% | 19.8% | 34.6% |
| Financial | XLF | -1.18% | -6.55% | 5.50% | 1.99% |
| Health Care | XLV | 3.88% | 4.95% | 16.2% | 27.4% |
| Industrial | XLI | -1.99% | -8.67% | 11.5% | 14.4% |
| Materials | XLB | 1.03% | -3.00% | 19.6% | 30.8% |
| Real Estate | XLRE | -0.39% | -3.70% | 9.81% | 8.93% |
| Technology | XLK | -2.54% | -12.0% | 16.5% | 17.5% |
| Utilities | XLU | -2.10% | -4.42% | 2.20% | 4.18% |
| Aerospace & Defense | XAR | -2.28% | -14.4% | -0.37% | -1.28% |
| Biotech | XBI | 6.99% | -0.36% | 32.6% | 38.2% |
| Homebuilder | XHB | -0.18% | -0.07% | 26.9% | 33.3% |
| Retail | XRT | -1.83% | -3.05% | 18.8% | 27.8% |