(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%)

5y Drawdown (Underwater) Chart

Top Performer 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 |
---|---|---|---|---|---|---|---|---|
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% |