Performance analysis of Southern (SO)
Annual Return
Over the past 3 years, SO has had an average annual return of +13.24%, underperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, SO has had an average annual return of +12.80%, outperforming the benchmark SPY, which returned +12.78% annual.
Over the past 10 years, SO has had an average annual return of +10.34%, underperforming the benchmark SPY, which returned +14.91% annual.
Since Nov 1, 1999, SO has had an average annual return of +11.76%, outperforming the benchmark SPY, which returned +8.46% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +11.22% | +9.44% | +21.69% | +2.19% | +8.21% | +16.35% | +0.66% | +51.62% | -3.75% | +2.42% | +9.93% | -0.07% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +25.23% | +0.49% | -3.52% | +26.88% | +20.78% | -4.88% | -0.03% | +9.85% | +11.69% | +7.57% | +16.17% | +11.78% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| +17.64% | +30.78% | +48.78% | -10.68% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.42% | +9.91% | -0.88% | +0.19% | -4.04% | +4.77% | -1.04% | +11.22% | |||||
| 2025 | +1.98% | +7.85% | +2.41% | -0.07% | -1.25% | +2.03% | +2.89% | -1.53% | +2.68% | -0.77% | -2.31% | -4.30% | +9.44% |
| 2024 | -0.86% | -2.25% | +6.68% | +2.45% | +10.02% | -3.21% | +7.67% | +4.30% | +4.38% | +0.94% | -1.29% | -7.64% | +21.69% |
| 2023 | -5.22% | -5.88% | +10.34% | +5.71% | -4.26% | +0.72% | +2.98% | -5.41% | -4.44% | +3.99% | +6.53% | -1.21% | +2.19% |
| 2022 | +1.33% | -5.83% | +11.95% | +1.21% | +4.05% | -5.75% | +7.82% | +1.11% | -11.77% | -3.71% | +4.37% | +5.57% | +8.21% |
| 2021 | -4.09% | -2.71% | +9.59% | +6.45% | -2.42% | -5.33% | +5.55% | +3.95% | -5.72% | +0.56% | -0.91% | +12.24% | +16.35% |
| 2020 | +10.52% | -13.49% | -10.31% | +4.78% | +1.82% | -9.15% | +5.32% | -3.31% | +3.91% | +5.96% | +5.22% | +2.64% | +0.66% |
| 2019 | +10.66% | +3.51% | +4.01% | +2.98% | +1.68% | +3.33% | +1.66% | +4.78% | +6.02% | +1.44% | -0.08% | +2.76% | +51.62% |
| 2018 | -6.20% | -3.28% | +3.72% | +3.27% | -1.28% | +3.14% | +4.95% | -8.77% | -0.41% | +3.28% | +6.45% | -7.20% | -3.75% |
| 2017 | +0.49% | +4% | -2.05% | +0.04% | +2.81% | -5.39% | +0.10% | +1.91% | +1.82% | +6.23% | -0.80% | -6.07% | +2.42% |
Drawdown analysis of Southern (SO)
The maximum drawdown for the SO was -38.44%, occurring on Mar 23, 2020. Recovery took 353 trading sessions.
The current SO drawdown is -3.33%.
Since Nov 1, 1999 SO has experienced the following drawdowns:
- 30% or more: 2 times
- 20% or more: 4 times
- 10% or more: 22 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -38.44% | Jan 30, 2020 | 36 | Mar 23, 2020 | 353 | Aug 16, 2021 | 389 |
| -30.47% | Sep 18, 2008 | 120 | Mar 12, 2009 | 345 | Jul 26, 2010 | 465 |
| -23.28% | Aug 19, 2022 | 37 | Oct 12, 2022 | 391 | May 3, 2024 | 428 |
| -21.01% | Nov 2, 1999 | 91 | Mar 14, 2000 | 29 | Apr 25, 2000 | 120 |
| -19.29% | Jan 29, 2015 | 102 | Jun 25, 2015 | 178 | Mar 10, 2016 | 280 |
| -18.94% | Dec 26, 2000 | 11 | Jan 11, 2001 | 51 | Mar 27, 2001 | 62 |
| -17.68% | Nov 2, 2017 | 65 | Feb 7, 2018 | 259 | Feb 20, 2019 | 324 |
| -17.47% | Oct 28, 2002 | 11 | Nov 12, 2002 | 36 | Jan 6, 2003 | 47 |
| -16.88% | Sep 13, 2000 | 31 | Oct 26, 2000 | 41 | Dec 26, 2000 | 72 |
| -15.85% | May 8, 2002 | 50 | Jul 19, 2002 | 8 | Jul 31, 2002 | 58 |
| -15.00% | Oct 15, 2025 | 39 | Dec 10, 2025 | 64 | Mar 16, 2026 | 103 |
| -14.92% | Apr 23, 2013 | 116 | Oct 7, 2013 | 139 | Apr 28, 2014 | 255 |
| -14.82% | Jan 9, 2008 | 41 | Mar 10, 2008 | 134 | Sep 18, 2008 | 175 |
| -14.14% | Apr 26, 2000 | 46 | Jun 30, 2000 | 25 | Aug 7, 2000 | 71 |
| -14.04% | May 27, 2022 | 14 | Jun 17, 2022 | 28 | Jul 29, 2022 | 42 |
| -13.31% | Oct 23, 2024 | 50 | Jan 6, 2025 | 42 | Mar 10, 2025 | 92 |
| -12.79% | Sep 16, 2005 | 167 | May 17, 2006 | 84 | Sep 15, 2006 | 251 |
| -12.64% | Jul 22, 2016 | 92 | Dec 1, 2016 | 222 | Oct 19, 2017 | 314 |
| -12.40% | Oct 5, 2001 | 46 | Dec 11, 2001 | 43 | Feb 13, 2002 | 89 |
| -12.07% | Jun 4, 2003 | 29 | Jul 16, 2003 | 169 | Mar 17, 2004 | 198 |
| -12.03% | Apr 25, 2007 | 67 | Jul 31, 2007 | 78 | Nov 19, 2007 | 145 |
| -11.36% | Jul 27, 2012 | 81 | Nov 23, 2012 | 85 | Mar 28, 2013 | 166 |
| -9.73% | Jan 6, 2003 | 14 | Jan 27, 2003 | 82 | May 23, 2003 | 96 |
| -9.44% | Mar 16, 2026 | 53 | Jun 1, 2026 | 22 | Jul 2, 2026 | 75 |
| -8.66% | Mar 10, 2025 | 46 | May 14, 2025 | 32 | Jul 1, 2025 | 78 |