Overview Performance Dividends Peer Group Options

(SO) Southern - Performance 23.9% in 12m

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

Performance Rating 79.17%
#9 in Peer-Group
Rel. Strength 70.11%
#2221 in Stock-Universe
Total Return 12m 23.93%
#45 in Peer-Group
Total Return 5y 113.16%
#14 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 74.48 USD
Sentiment Value
VRO Trend Strength +-100 84.74
Buy/Sell Signal +-5 0.98
Support / Resistance Levels
Support
Resistance
12m Total Return: SO (23.9%) vs XLU (24.7%)
Total Return of Southern versus its related sector ETF XLU
5y Drawdown (Underwater) Chart
5 Year Drawdown / Underwater Chart for (SO) Southern - Performance 23.9% in 12m

Top Performer in Electric Utilities

Short Term Performance

Symbol 1w 1m 3m
SO 1.55% 2.62% 1.37%
OKLO -14.8% -1.33% 130%
KEP 8.96% 23.8% 87.7%
GNE -1.80% 25.2% 69.8%

Long Term Performance

Symbol 6m 12m 5y
SO 14.4% 23.9% 113%
OKLO 137% 547% 418%
KEP 106% 94.3% 77.7%
NRG 69.6% 104% 454%

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		 -1.6% 104% 454% 25.9 21.1 1.4 -10.9% -4.3%
PAM NYSE
Pampa Energia		 -8.51% 61.1% 490% 7.68 8.9 0.84 55.5% 22.5%
ETR NYSE
Entergy		 -0.73% 61.2% 107% 26.2 21 1.47 -25.0% 203%
PPL NYSE
PPL		 -1.31% 28.3% 61.4% 24.9 18.6 1.28 51.8% 130%
OTTR NASDAQ
Otter Tail		 2.89% -6.12% 133% 11.2 12 1.46 38.6% 12.5%
EMA TO
Emera		 -0.08% 47.7% 47.4% 20.7 17.9 1.28 -53.0% -48.3%
LNT NASDAQ
Alliant Energy		 -1.14% 25.1% 47.1% 20.8 18.8 1.92 3.80% 9.37%
PCG NYSE
PG&E		 -15% -17.3% 55.5% 12.9 9.38 0.82 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 2.62% 0.40% 4.52%
3 Months 1.37% 4.38% 10.43%
12 Months 23.93% 24.65% 14.67%
5 Years 113.16% 67.33% 109.23%

Trend Score (consistency of price movement) SO XLU S&P 500
1 Month 69.9% 24.8% 79.1%
3 Months 3.7% 82.8% 94.2%
12 Months 60.9% 66.6% 44.4%
5 Years 92.4% 77.3% 84%

Relative Strength (compared with Indexes) Rank in Peer Group vs. XLU vs. S&P 500
1 Month %th76.47 2.21% -1.81%
3 Month %th48.24 -2.88% -8.21%
12 Month %th47.06 -0.58% 8.08%
5 Years %th81.18 27.39% 1.88%

FAQs

Does Southern (SO) outperform the market?

No, over the last 12 months SO made 23.93%, while its related Sector, the Utilities Sector SPDR Fund (XLU) made 24.65%. Over the last 3 months SO made 1.37%, while XLU made 4.38%.

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 -0.2% -1.9% 8.1% 9%
US NASDAQ 100 QQQ 0.2% -2% 6.9% 10%
German DAX 40 DAX 1.5% 3.7% -3.4% -5%
Shanghai Shenzhen CSI 300 CSI 300 0.7% -1.5% 7.2% 6%
Hongkong Hang Seng HSI 1.5% -3.4% -9.7% -12%
India NIFTY 50 INDA -0.4% 0.2% 9.8% 24%
Brasil Bovespa EWZ -1.3% -4.9% -14.8% 11%

SO vs. Sectors

Symbol 1w 1m 6m 12m
Communication Services XLC -0.9% -3.4% 3% -4%
Consumer Discretionary XLY 0.3% 0.6% 15.3% 4%
Consumer Staples XLP 0.8% 3% 8.5% 13%
Energy XLE 0.9% -1.7% 14.2% 27%
Financial XLF -0.5% -1% 4.4% -6%
Health Care XLV -0.6% -0.9% 14.2% 28%
Industrial XLI -0.5% -1.5% 0.9% -1%
Materials XLB -1.2% -1.6% 5% 18%
Real Estate XLRE 2.9% 1.9% 9.3% 11%
Technology XLK 0% -5.3% 5.8% 13%
Utilities XLU 1.1% 2.2% 5.4% -1%
Aerospace & Defense XAR -0.9% -4.6% -10.3% -25%
Biotech XBI 2.4% 0.4% 23.6% 35%
Homebuilder XHB -2.8% -7.9% 14.7% 19%
Retail XRT -1.3% -1.8% 13.8% 15%

SO vs. Commodities

Symbol 1w 1m 6m 12m
Oil USO 0.3% -3.68% 18.3% 33%
Natural Gas UNG 8.6% 13.1% 25.5% 33%
Gold GLD 1.1% 3.9% -11% -19%
Silver SLV 1.2% -1% -7.2% 2%
Copper CPER -1.3% -1.3% -10.3% 9%

SO vs. Bonds

Symbol 1w 1m 6m 12m
iShares 20+ Years Bond TLT 0.7% -0.9% 11.9% 22%
iShares High Yield Corp. Bond HYG 1.6% 1.4% 10.2% 14%