Performance analysis of Southern (SOJF)
Annual Return
Since Jan 16, 2025, SOJF has had an average annual return of +5.71%, underperforming the benchmark SPY, which returned +18.15% annual.
| 2026 | 2025 | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +2.23% | +6.37% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.53% | +1.01% | -2.92% | +2.45% | -0.90% | +0.62% | +0.52% | +2.23% | |||||
| 2025 | +4.31% | -2.01% | +0.23% | -0.43% | -0.47% | +2.68% | +1.60% | +0.23% | +0.15% | +0.08% | +0.12% | -0.14% | +6.37% |
Drawdown analysis of Southern (SOJF)
The maximum drawdown for the SOJF was -3.96%, occurring on Apr 11, 2025. Recovery took 46 trading sessions.
The current SOJF drawdown is -0.40%.
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -3.96% | Jan 28, 2025 | 52 | Apr 11, 2025 | 46 | Jun 18, 2025 | 98 |
| -3.00% | Mar 2, 2026 | 21 | Mar 31, 2026 | Ongoing | Ongoing | Ongoing |
| -2.39% | Jun 24, 2025 | 14 | Jul 15, 2025 | 7 | Jul 24, 2025 | 21 |
| -2.17% | Sep 12, 2025 | 37 | Nov 4, 2025 | 66 | Feb 10, 2026 | 103 |
| -0.95% | Aug 22, 2025 | 5 | Aug 29, 2025 | 4 | Sep 5, 2025 | 9 |
| -0.88% | Jul 25, 2025 | 1 | Jul 28, 2025 | 5 | Aug 4, 2025 | 6 |
| -0.65% | Aug 4, 2025 | 3 | Aug 7, 2025 | 4 | Aug 13, 2025 | 7 |
| -0.42% | Aug 19, 2025 | 2 | Aug 21, 2025 | 1 | Aug 22, 2025 | 3 |
| -0.23% | Feb 10, 2026 | 1 | Feb 11, 2026 | 2 | Feb 13, 2026 | 3 |
| -0.08% | Aug 13, 2025 | 1 | Aug 14, 2025 | 1 | Aug 15, 2025 | 2 |
| -0.07% | Feb 18, 2026 | 3 | Feb 23, 2026 | 5 | Mar 2, 2026 | 8 |