Overview Performance Dividends Peer Group Options

(SO) Southern - Performance 14% in 12m

Compare SO with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?

Performance Rating 75.35%
#10 in Peer-Group
Rel. Strength 68.69%
#2395 in Stock-Universe
Total Return 12m 14.02%
#44 in Peer-Group
Total Return 5y 93.46%
#24 in Peer-Group
P/E Value
P/E Trailing 20.5
P/E Forward 20.6
High / Low USD
52 Week High 92.96 USD
52 Week Low 75.10 USD
Sentiment Value
VRO Trend Strength +-100 11.43
Buy/Sell Signal +-5 2.40
Support / Resistance Levels
Support
Resistance
12m Total Return: SO (14%) vs XLU (15.1%)
Total Return of Southern versus its related sector ETF XLU
5y Drawdown (Underwater) Chart
5 Year Drawdown / Underwater Chart for (SO) Southern - Performance 14% in 12m

Top Performer in Electric Utilities

Short Term Performance

Symbol 1w 1m 3m
SO -3.24% -4% 1.73%
BDZ 12.8% 88.2% 79.4%
NRG 28.8% 60.3% 39.1%
ENA 17.9% 33.0% 22.2%

Long Term Performance

Symbol 6m 12m 5y
SO 1.05% 14% 93.5%
OKLO 108% 264% 275%
BDZ 83.6% 35.2% 344%
NRG 69.6% 86.9% 412%

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		 9.41% 68.7% 604% 6.19 8.9 0.84 55.5% 22.5%
ETR NYSE
Entergy		 -1.25% 50.1% 98.8% 27.3 21.8 1.53 -25.0% 203%
PPL NYSE
PPL		 -2.69% 20.3% 62.8% 26.5 19.7 1.36 51.8% 130%
LNT NASDAQ
Alliant Energy		 1.01% 22.8% 51.8% 20.5 18.6 1.9 -3.40% 2.89%
EMA TO
Emera		 1.93% 28.4% 44.6% 36 18.8 1.24 -53.0% -48.3%
OTTR NASDAQ
Otter Tail		 -0.78% -12.4% 118% 11 12 1.46 55.1% 15.5%
FE NYSE
FirstEnergy		 4.49% 9.87% 27.8% 22.9 17 1.31 0.50% 54.1%
PCG NYSE
PG&E		 1.05% -4.94% 42% 15.5 11.3 0.99 54.3% 12.7%

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 -4.00% 4.26% 9.83%
3 Months 1.73% 2.16% -3.15%
12 Months 14.02% 15.08% 12.87%
5 Years 93.46% 65.99% 115.27%

Trend Score (consistency of price movement) SO XLU S&P 500
1 Month -47.2% 88.1% 97.1%
3 Months 31.9% 24.8% -46.6%
12 Months 66% 66.6% 47.9%
5 Years 92.4% 77.4% 84.1%

Relative Strength (compared with Indexes) Rank in Peer Group vs. XLU vs. S&P 500
1 Month #73 -7.92% -12.59%
3 Month #46 -0.42% 5.04%
12 Month #44 -0.92% 1.02%
5 Years #25 16.55% -10.13%

FAQs

Does Southern (SO) outperform the market?

No, over the last 12 months SO made 14.02%, while its related Sector, the Utilities Sector SPDR Fund (XLU) made 15.08%. Over the last 3 months SO made 1.73%, while XLU made 2.16%.

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 -7.7% -13.8% -0.4% 1%
US NASDAQ 100 QQQ -9.6% -17.4% -3.8% -1%
German DAX 40 DAX -4.5% -15.2% -21.9% -11%
Shanghai Shenzhen CSI 300 CSI 300 -5.2% -10.3% 1.3% 5%
Hongkong Hang Seng HSI -6.4% -19% -10.6% 3%
India NIFTY 50 INDA -9.5% -11.1% -3% 9%
Brasil Bovespa EWZ -5.2% -16.7% -6.3% 18%

SO vs. Sectors

Symbol 1w 1m 6m 12m
Communication Services XLC -6.7% -13.8% -5.8% -10%
Consumer Discretionary XLY -10.3% -18.2% -0.5% -8%
Consumer Staples XLP -3% -4.1% -1.7% 6%
Energy XLE -8.1% -12.3% 9.2% 20%
Financial XLF -6.1% -12.5% -2.6% -9%
Health Care XLV -0.5% 1.3% 8.3% 23%
Industrial XLI -7.8% -16.5% -2% -1%
Materials XLB -5.4% -10.6% 5.7% 19%
Real Estate XLRE -3.6% -8.1% 2.9% 3%
Technology XLK -10.9% -20.7% -1.8% 3%
Utilities XLU -4.4% -8.3% -2.7% -1%
Aerospace & Defense XAR -7.9% -18.3% -13% -18%
Biotech XBI -2.7% -5.4% 16.6% 30%
Homebuilder XHB -5.8% -12.9% 14.9% 23%
Retail XRT -9.2% -18.9% 4.1% 15%

SO vs. Commodities

Symbol 1w 1m 6m 12m
Oil USO -6.3% -5.67% 4.15% 25%
Natural Gas UNG 3.8% -0.8% -24.6% 19%
Gold GLD -1% -4% -24.8% -21%
Silver SLV -3.8% -4.7% -6.4% 5%
Copper CPER -5.7% -4.9% -13.3% 17%

SO vs. Bonds

Symbol 1w 1m 6m 12m
iShares 20+ Years Bond TLT -2.3% -2.4% 3.4% 17%
iShares High Yield Corp. Bond HYG -4.3% -7.1% -2% 5%