Performance analysis of Southern (SOJE)
Annual Return
Over the past 3 years, SOJE has had an average annual return of -1.36%, underperforming the benchmark SPY, which returned +19.62% annual.
Over the past 5 years, SOJE has had an average annual return of -3.32%, underperforming the benchmark SPY, which returned +12.73% annual.
Since Sep 23, 2020, SOJE has had an average annual return of -1.88%, underperforming the benchmark SPY, which returned +17.10% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| -1.78% | -0.53% | +0.27% | +20.78% | -29.75% | -1.44% | +9.25% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +4.59% | +0.27% | -7.58% | +3.54% | -2.14% | -0% | +0.01% | -1.78% | |||||
| 2025 | -0.51% | +1.35% | -2.24% | -2.75% | -1.31% | +1.15% | +4.25% | +0.82% | +1.88% | +1.27% | -3.40% | -0.78% | -0.53% |
| 2024 | +5.80% | -0% | -2.84% | -3.33% | +3.54% | +1.56% | -1.33% | +6.10% | +5.79% | -5.84% | -3.85% | -4.30% | +0.27% |
| 2023 | +16.35% | -2.20% | +2.72% | +2.66% | +3.86% | -0.29% | -0.98% | -1.03% | -4.14% | -6.18% | +9.06% | +1.12% | +20.78% |
| 2022 | -7.93% | -5.45% | -0.41% | -10.97% | +0.46% | -3.29% | +6.96% | -5.07% | -0.41% | -4.68% | +5.10% | -7.52% | -29.75% |
| 2021 | -6.95% | -5.59% | +5.07% | +1.25% | +0.68% | +1.94% | +2.58% | -0.47% | -1.91% | +0.91% | -0.78% | +2.48% | -1.44% |
| 2020 | +1.66% | +1.20% | +1.78% | +4.34% | +9.25% |
Drawdown analysis of Southern (SOJE)
The maximum drawdown for the SOJE was -30.95%, occurring on Nov 4, 2022. This drawdown has not yet recovered.
The current SOJE drawdown is -18.07%.
Since Sep 23, 2020 SOJE has experienced the following drawdowns:
- 30% or more: 1 time
- 20% or more: 1 time
- 10% or more: 1 time
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -30.95% | Dec 31, 2020 | 465 | Nov 4, 2022 | Ongoing | Ongoing | Ongoing |
| -1.03% | Dec 4, 2020 | 6 | Dec 14, 2020 | 4 | Dec 18, 2020 | 10 |
| -0.87% | Dec 21, 2020 | 2 | Dec 23, 2020 | 3 | Dec 29, 2020 | 5 |
| -0.86% | Oct 23, 2020 | 3 | Oct 28, 2020 | 5 | Nov 4, 2020 | 8 |
| -0.85% | Nov 23, 2020 | 1 | Nov 24, 2020 | 5 | Dec 2, 2020 | 6 |
| -0.59% | Oct 15, 2020 | 4 | Oct 21, 2020 | 2 | Oct 23, 2020 | 6 |
| -0.46% | Nov 9, 2020 | 2 | Nov 11, 2020 | 4 | Nov 17, 2020 | 6 |
| -0.28% | Oct 8, 2020 | 1 | Oct 9, 2020 | 4 | Oct 15, 2020 | 5 |
| -0.20% | Oct 2, 2020 | 1 | Oct 5, 2020 | 2 | Oct 7, 2020 | 3 |
| -0.15% | Nov 4, 2020 | 1 | Nov 5, 2020 | 2 | Nov 9, 2020 | 3 |
| -0.15% | Nov 17, 2020 | 1 | Nov 18, 2020 | 1 | Nov 19, 2020 | 2 |