Overview Performance Dividends Peer Group Options

(SO) Southern - Performance 21.7% in 12m

SO performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.

Performance Rating 78.54%
#9 in Peer-Group
Rel. Strength 68.12%
#2455 in Stock-Universe
Total Return 12m 21.71%
#43 in Peer-Group
Total Return 5y 110.10%
#15 in Peer-Group
P/E Value
P/E Trailing 21.8
P/E Forward 21.2
High / Low USD
52 Week High 92.30 USD
52 Week Low 75.56 USD
Sentiment Value
VRO Trend Strength +-100 67.40
Buy/Sell Signal +-5 1.36
Support / Resistance Levels
Support
Resistance
12m Total Return: SO (21.7%) vs XLU (22.5%)
Total Return of Southern versus its related sector ETF XLU
5y Drawdown (Underwater) Chart
5 Year Drawdown / Underwater Chart for (SO) Southern - Performance 21.7% in 12m

Top Performer in Electric Utilities

Short Term Performance

Symbol 1w 1m 3m
SO 0.89% 3.91% 5.62%
OKLO 5.07% -0.61% 124%
KEP 2.95% 19.5% 73.3%
PGE 5.85% 16.6% 56.1%

Long Term Performance

Symbol 6m 12m 5y
SO 15% 21.7% 110%
OKLO 114% 602% 440%
KEP 98.3% 87.1% 76.4%
NRG 52.5% 93.1% 431%

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
NRG NYSE
NRG Energy		 -3.08% 93.1% 431% 25.2 20.7 1.37 -11.2% -4.3%
PAM NYSE
Pampa Energia		 -3.25% 52.7% 514% 7.68 8.9 0.84 55.5% 22.5%
ETR NYSE
Entergy		 -1.63% 60.3% 104% 26.5 21.1 1.47 -25.0% 203%
PPL NYSE
PPL		 0.34% 27.2% 64.3% 25.2 18.6 1.29 51.8% 130%
OTTR NASDAQ
Otter Tail		 1.63% -2.85% 138% 11.2 12 1.46 38.6% 12.5%
EMA TO
Emera		 3.14% 44.9% 46.9% 21.2 18.3 1.19 -53.0% -48.3%
LNT NASDAQ
Alliant Energy		 2.05% 23.5% 48.1% 20.8 18.8 1.92 3.80% 9.37%
PCG NYSE
PG&E		 -7.1% -21.6% 50.2% 12.8 9.28 0.81 53.1% 11.2%

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 3.91% 2.23% 4.37%
3 Months 5.62% 8.55% 14.09%
12 Months 21.71% 22.51% 13.68%
5 Years 110.10% 65.40% 112.88%

Trend Score (consistency of price movement) SO XLU S&P 500
1 Month 83.9% 71.2% 83.6%
3 Months 27.8% 82.8% 97.2%
12 Months 60.7% 66.5% 45.7%
5 Years 92.4% 77.3% 84%

Relative Strength (compared with Indexes) Rank in Peer Group vs. XLU vs. S&P 500
1 Month %th83.53 1.64% -0.45%
3 Month %th52.94 -2.70% -7.42%
12 Month %th51.76 -0.65% 7.06%
5 Years %th81.18 27.03% -1.31%

FAQs

Does Southern (SO) outperform the market?

No, over the last 12 months SO made 21.71%, while its related Sector, the Utilities Sector SPDR Fund (XLU) made 22.51%. Over the last 3 months SO made 5.62%, while XLU made 8.55%.

Performance Comparison SO vs Indeces and Sectors

Above 0 means better perfomance compared to Symbol in this Timeframe

SO vs. Indices

Symbol 1w 1m 6m 12m
US S&P 500 SPY 0.3% -0.5% 6.9% 8%
US NASDAQ 100 QQQ -0.1% -1% 5% 9%
German DAX 40 DAX -2.3% 2.3% -6% -12%
Shanghai Shenzhen CSI 300 CSI 300 -0.5% 0.4% 3.2% 2%
Hongkong Hang Seng HSI 1.8% 0.8% -13.6% -16%
India NIFTY 50 INDA 0.8% 3.2% 6.3% 23%
Brasil Bovespa EWZ 3.5% 0.1% -11.4% 17%

SO vs. Sectors

Symbol 1w 1m 6m 12m
Communication Services XLC 1.3% 0.1% 2.7% -2%
Consumer Discretionary XLY 1.4% 1.3% 15.4% 5%
Consumer Staples XLP 2.6% 4.2% 7.8% 14%
Energy XLE -0.4% -2.3% 13.8% 19%
Financial XLF 1.3% 0.8% 3.5% -6%
Health Care XLV 0.8% 2.4% 17.1% 27%
Industrial XLI -0.3% 0.1% 0.2% -4%
Materials XLB 0.5% -0.5% 3.7% 14%
Real Estate XLRE 1.8% 4.1% 7.7% 10%
Technology XLK -0.8% -3.9% 1.9% 11%
Utilities XLU 0.1% 1.7% 5.1% -1%
Aerospace & Defense XAR -0.8% -0.8% -11.7% -29%
Biotech XBI -2.7% -0.4% 16.7% 29%
Homebuilder XHB -0.3% -5.4% 12% 14%
Retail XRT 0.9% 1.9% 13% 11%

SO vs. Commodities

Symbol 1w 1m 6m 12m
Oil USO -0.9% -2.86% 19.6% 25%
Natural Gas UNG 8.8% 18.2% 37.9% 31%
Gold GLD 2.1% 4.3% -8.1% -18%
Silver SLV 1.6% 5.1% -4.5% 4%
Copper CPER -5.5% -7.9% -12.6% 1%

SO vs. Bonds

Symbol 1w 1m 6m 12m
iShares 20+ Years Bond TLT 1.6% 1.8% 11.1% 24%
iShares High Yield Corp. Bond HYG 1% 2.3% 9.9% 12%