(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%)

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 |
-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% |