Performance analysis of Southern (SOJC)
Annual Return
Over the past 3 years, SOJC has had an average annual return of -0.63%, underperforming the benchmark SPY, which returned +19.62% annual.
Over the past 5 years, SOJC has had an average annual return of +0.19%, underperforming the benchmark SPY, which returned +12.73% annual.
Since Nov 28, 2017, SOJC has had an average annual return of +2.91%, underperforming the benchmark SPY, which returned +14.64% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|
| -3.19% | +4.38% | -3.15% | +19.46% | -14.72% | +0.93% | +9.08% | +26.86% | -9.20% | +1.39% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.78% | +1.16% | -6.23% | +4.82% | -1.53% | -3.22% | -0.59% | -3.19% | |||||
| 2025 | +1.32% | +0.58% | -2.40% | +0.18% | -0.19% | +0.52% | +5.63% | +2.75% | -0.35% | -0.36% | -2.79% | -0.32% | +4.38% |
| 2024 | +1.25% | +3.80% | -1.85% | -7.54% | +5.27% | -0.17% | -1.20% | +6.06% | +3.43% | -4.08% | -1.93% | -5.22% | -3.15% |
| 2023 | +16.19% | -1.33% | +1.96% | +2.21% | +0.25% | +0.65% | -1.41% | +0.91% | -7.59% | -5.05% | +13.05% | +0.42% | +19.46% |
| 2022 | -1.64% | -2.49% | +1.93% | -11.26% | +10.02% | -3.53% | +8.34% | -6.58% | -4.43% | -4.77% | +9.23% | -7.95% | -14.72% |
| 2021 | -2.09% | -1.26% | +1.42% | +0.98% | -0.10% | +2.36% | -0.15% | -0.23% | -1.28% | +0.58% | +0.04% | +0.74% | +0.93% |
| 2020 | +0.80% | -4.07% | -2.07% | +6.14% | +1.58% | -3.75% | +6.91% | +1.16% | -3.31% | +2.50% | +1.45% | +2.09% | +9.08% |
| 2019 | +11.12% | +3.11% | +0.97% | +1% | +1.39% | +1.99% | +2.99% | +1.55% | +1.32% | -1.15% | -2.38% | +2.69% | +26.86% |
| 2018 | -6.56% | +2.28% | +1.42% | -1.36% | +2.96% | +1.03% | -0.37% | +1.12% | -4.46% | -1.49% | -5.49% | +1.87% | -9.20% |
| 2017 | -0.32% | +1.72% | +1.39% |
Drawdown analysis of Southern (SOJC)
The maximum drawdown for the SOJC was -22.04%, occurring on Mar 18, 2020. Recovery took 51 trading sessions.
The current SOJC drawdown is -11.47%.
Since Nov 28, 2017 SOJC has experienced the following drawdowns:
- 20% or more: 1 time
- 10% or more: 6 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -22.04% | Feb 14, 2020 | 22 | Mar 18, 2020 | 51 | Jun 1, 2020 | 73 |
| -19.33% | Sep 2, 2021 | 286 | Oct 21, 2022 | 114 | Apr 6, 2023 | 400 |
| -15.55% | Jun 2, 2023 | 95 | Oct 18, 2023 | 48 | Dec 27, 2023 | 143 |
| -12.64% | Sep 30, 2024 | 160 | May 21, 2025 | 77 | Sep 11, 2025 | 237 |
| -11.47% | Sep 17, 2025 | 204 | Jul 13, 2026 | Ongoing | Ongoing | Ongoing |
| -11.42% | Aug 30, 2018 | 64 | Nov 30, 2018 | 40 | Jan 31, 2019 | 104 |
| -9.54% | Mar 7, 2024 | 37 | Apr 30, 2024 | 87 | Sep 4, 2024 | 124 |
| -7.93% | Dec 29, 2017 | 24 | Feb 5, 2018 | 105 | Jul 6, 2018 | 129 |
| -4.83% | Jun 1, 2020 | 21 | Jun 30, 2020 | 12 | Jul 17, 2020 | 33 |
| -4.56% | Dec 30, 2020 | 8 | Jan 12, 2021 | 108 | Jun 17, 2021 | 116 |
| -4.13% | Sep 2, 2020 | 19 | Sep 30, 2020 | 38 | Nov 23, 2020 | 57 |
| -3.92% | Sep 27, 2019 | 46 | Dec 3, 2019 | 20 | Jan 2, 2020 | 66 |
| -3.20% | Dec 27, 2023 | 5 | Jan 4, 2024 | 19 | Feb 1, 2024 | 24 |
| -2.91% | Sep 6, 2019 | 5 | Sep 13, 2019 | 6 | Sep 23, 2019 | 11 |
| -2.83% | Jul 10, 2018 | 24 | Aug 13, 2018 | 13 | Aug 30, 2018 | 37 |
| -2.56% | Apr 28, 2023 | 3 | May 3, 2023 | 19 | May 31, 2023 | 22 |
| -2.21% | Jul 6, 2021 | 9 | Jul 19, 2021 | 33 | Sep 2, 2021 | 42 |
| -1.70% | Jul 31, 2019 | 5 | Aug 7, 2019 | 6 | Aug 15, 2019 | 11 |
| -1.68% | Jul 29, 2020 | 9 | Aug 11, 2020 | 5 | Aug 18, 2020 | 14 |
| -1.56% | Feb 12, 2024 | 1 | Feb 13, 2024 | 7 | Feb 23, 2024 | 8 |
| -1.52% | Feb 1, 2019 | 4 | Feb 7, 2019 | 6 | Feb 15, 2019 | 10 |
| -1.45% | Mar 1, 2019 | 16 | Mar 25, 2019 | 2 | Mar 27, 2019 | 18 |
| -1.29% | Jan 3, 2020 | 10 | Jan 17, 2020 | 15 | Feb 10, 2020 | 25 |
| -1.01% | Apr 13, 2023 | 5 | Apr 20, 2023 | 6 | Apr 28, 2023 | 11 |
| -1.00% | Feb 1, 2024 | 2 | Feb 5, 2024 | 3 | Feb 8, 2024 | 5 |