The Southern Company (SO) Stock Total Returns
Growth of $10,000 chart
2021-04-20 to 2026-04-20 to
$
%
%
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Investment Performance
Final Value
$16,412
Total Return
64.12%
CAGR
10.42%
Dividends
$2,286.81
Yield on Cost
22.87%
Rolling Returns
1-Month (21 Trading Days)
| Average | +1.04% |
| Median | +1.02% |
| Best | +17.00% |
| Worst | -21.39% |
| % of Windows Positive | 57.4% |
1-Year (252 Trading Days)
| Average | +12.85% |
| Median | +10.24% |
| Best | +50.52% |
| Worst | -13.08% |
| % of Windows Positive | 90.0% |
3-Year (756 Trading Days)
| Average | +42.96% |
| Median | +42.31% |
| Best | +73.72% |
| Worst | +21.95% |
| % of Windows Positive | 100.0% |
Risk Metrics
| Maximum Drawdown | -23.28% |
| Average Drawdown | -6.46% |
| Drawdown Duration | 430 Trading Days |
| Sortino Ratio | 0.91 |
| Calmar Ratio | 0.45 |
| CVaR (5%) | -2.57% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +7.92% (+28.82% ann.) | +$792.49 | $84.86 | $16.97 | $0.14 |
| 2025 | +8.73% | +$872.88 | $360.72 | $72.14 | $0.58 |
| 2024 | +20.81% | +$2081.34 | $412.65 | $82.53 | $0.66 |
| 2023 | +1.38% | +$137.56 | $394.02 | $78.80 | $0.63 |
| 2022 | +7.38% | +$737.77 | $398.33 | $79.67 | $0.64 |
| 2021 | +15.39% | +$1538.64 | $431.87 | $86.37 | $0.69 |
| 2020 | -0.20% | $20.00 | $403.85 | $80.77 | $0.65 |
| 2019 | +50.27% | +$5027.38 | $568.15 | $113.63 | $0.91 |
| 2018 | -4.76% | $475.89 | $502.98 | $100.60 | $0.80 |
| 2017 | +1.46% | +$146.38 | $474.23 | $94.85 | $0.76 |
| 2016 | +8.95% | +$895.39 | $481.54 | $96.31 | $0.77 |
| 2015 | -1.02% | $102.11 | $444.89 | $88.98 | $0.71 |
| 2014 | +24.05% | +$2404.92 | $513.89 | $102.78 | $0.82 |
| 2013 | -0.42% | $42.39 | $476.04 | $95.21 | $0.76 |
| 2012 | -4.33% | $433.36 | $425.20 | $85.04 | $0.68 |
| 2011 | +25.70% | +$2570.02 | $497.40 | $99.48 | $0.80 |
| 2010 | +19.55% | +$1954.55 | $549.92 | $109.98 | $0.88 |
| 2009 | -5.92% | $591.60 | $476.39 | $95.28 | $0.76 |
| 2008 | -0.94% | $94.23 | $435.07 | $87.01 | $0.70 |
| 2007 | +8.89% | +$889.00 | $438.97 | $87.79 | $0.70 |
| 2006 | +10.68% | +$1068.25 | $451.35 | $90.27 | $0.72 |
| 2005 | +6.65% | +$664.73 | $446.50 | $89.30 | $0.71 |
| 2004 | +15.08% | +$1507.98 | $474.89 | $94.98 | $0.76 |
| 2003 | +10.71% | +$1071.07 | $495.05 | $99.01 | $0.79 |
| 2002 | +16.49% | +$1648.62 | $543.26 | $108.65 | $0.87 |
| 2001 | +30.36% | +$3036.06 | $606.06 | $121.21 | $0.97 |
| 2000 | +47.29% | +$4728.58 | $579.25 | $115.85 | $0.93 |
| 1999 | -15.85% | $1585.45 | $467.99 | $93.60 | $0.75 |
| 1998 | +16.96% | +$1695.82 | $526.09 | $105.22 | $0.84 |
| 1997 | +19.95% | +$1995.05 | $585.16 | $117.03 | $0.94 |
| 1996 | -4.00% | $399.81 | $520.01 | $104.00 | $0.83 |
| 1995 | +28.79% | +$2878.72 | $620.75 | $124.15 | $0.99 |
| 1994 | -4.91% | $490.78 | $544.29 | $108.86 | $0.87 |
| 1993 | +19.72% | +$1972.16 | $602.38 | $120.48 | $0.96 |
| 1992 | +17.87% | +$1786.61 | $652.91 | $130.58 | $1.04 |
| 1991 | +31.01% | +$3101.48 | $785.98 | $157.19 | $1.26 |
| 1990 | +2.28% | +$227.56 | $753.42 | $150.68 | $1.20 |
| 1989 | +39.19% | +$3919.09 | $982.23 | $196.45 | $1.57 |
| 1988 | +7.83% | +$783.10 | $983.53 | $196.71 | $1.57 |
| 1987 | -5.79% | $578.94 | $860.53 | $172.11 | $1.38 |
| 1986 | +22.87% | +$2286.57 | $953.64 | $190.73 | $1.52 |
| 1985 | +27.54% | +$2754.38 | $1065.22 | $213.04 | $1.70 |
| 1984 | +26.32% | +$2632.15 | $1158.02 | $231.60 | $1.85 |
| 1983 | +14.17% | +$1417.49 | $1140.93 | $228.18 | $1.83 |
| 1982 | +44.06% | +$4405.91 | $1439.93 | $287.99 | $2.30 |
| 1981 partial | +0.00% | +$0.00 | $0.00 | $0.00 | $0.00 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Dot-com bubble / TMT mania | August 9, 1995 – March 10, 2000 | +19.86% | +4.03% | +$1986.38 | $3028.89 | $605.78 | $4.84 |
| Dot-com bust / post-bubble disinflation scare | March 13, 2000 – October 9, 2002 | +130.01% | +38.22% | +$13000.85 | $2296.00 | $459.20 | $3.67 |
| China-WTO / housing-credit / commodity boom | October 10, 2002 – October 9, 2007 | +54.47% | +9.09% | +$5447.45 | $2790.83 | $558.17 | $4.47 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -22.95% | -16.85% | $2295.29 | $691.25 | $138.25 | $1.11 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +98.00% | +22.43% | +$9799.92 | $2332.83 | $466.56 | $3.73 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +90.00% | +8.85% | +$9000.07 | $4149.78 | $829.96 | $6.64 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -38.07% | -99.58% | $3807.48 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +24.63% | +42.52% | +$2463.44 | $262.28 | $52.46 | $0.42 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +5.02% | +4.76% | +$501.89 | $531.81 | $106.36 | $0.85 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | +6.19% | +6.59% | +$619.24 | $333.27 | $66.65 | $0.53 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +45.20% | +22.29% | +$4520.31 | $876.99 | $175.40 | $1.40 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 20, 2026 | +9.23% | +5.73% | +$923.43 | $502.57 | $100.51 | $0.80 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 1982-01-26 | $0.1237 | 3.31% |
| 1982-04-27 | $0.1237 | 3.00% |
| 1982-07-27 | $0.1298 | 3.21% |
| 1982-10-26 | $0.1298 | 2.81% |
| 1983-02-01 | $0.1298 | 2.66% |
| 1983-04-26 | $0.1298 | 2.58% |
| 1983-07-26 | $0.1298 | 2.70% |
| 1983-11-01 | $0.1375 | 2.61% |
| 1984-01-31 | $0.1375 | 2.75% |
| 1984-05-01 | $0.1375 | 2.90% |
| 1984-07-31 | $0.1375 | 2.93% |
| 1984-10-30 | $0.1466 | 2.69% |
| 1985-01-29 | $0.1466 | 2.58% |
| 1985-04-30 | $0.1466 | 2.37% |
| 1985-07-30 | $0.1466 | 2.30% |
| 1985-10-29 | $0.1558 | 2.47% |
| 1986-01-28 | $0.1558 | 2.29% |
| 1986-04-29 | $0.1558 | 2.17% |
| 1986-07-29 | $0.1558 | 2.01% |
| 1986-10-28 | $0.1634 | 2.12% |
| 1987-01-27 | $0.1634 | 1.89% |
| 1987-04-28 | $0.1634 | 2.19% |
| 1987-07-28 | $0.1634 | 2.23% |
| 1987-10-27 | $0.1634 | 2.47% |
| 1988-01-26 | $0.1634 | 2.21% |
| 1988-04-26 | $0.1634 | 2.34% |
| 1988-07-26 | $0.1634 | 2.35% |
| 1988-11-01 | $0.1634 | 2.39% |
| 1989-01-31 | $0.1634 | 2.24% |
| 1989-04-25 | $0.1634 | 2.18% |
| 1989-08-01 | $0.1634 | 1.89% |
| 1989-10-31 | $0.1634 | 1.96% |
| 1990-01-30 | $0.1634 | 1.95% |
| 1990-05-01 | $0.1634 | 2.19% |
| 1990-07-31 | $0.1634 | 2.07% |
| 1990-10-30 | $0.1634 | 2.05% |
| 1991-01-29 | $0.1634 | 1.98% |
| 1991-04-30 | $0.1634 | 1.94% |
| 1991-07-30 | $0.1634 | 1.89% |
| 1991-10-29 | $0.1634 | 1.75% |
| 1992-01-28 | $0.1680 | 1.66% |
| 1992-04-28 | $0.1680 | 1.68% |
| 1992-07-28 | $0.1680 | 1.49% |
| 1992-10-27 | $0.1680 | 1.49% |
| 1993-01-26 | $0.1741 | 1.48% |
| 1993-04-27 | $0.1741 | 1.32% |
| 1993-07-27 | $0.1741 | 1.34% |
| 1993-10-26 | $0.1741 | 1.26% |
| 1994-02-01 | $0.1802 | 1.36% |
| 1994-04-26 | $0.1802 | 1.47% |
| 1994-07-26 | $0.1802 | 1.53% |
| 1994-11-01 | $0.1802 | 1.48% |
| 1995-01-31 | $0.1863 | 1.46% |
| 1995-04-25 | $0.1863 | 1.46% |
| 1995-08-03 | $0.1863 | 1.40% |
| 1995-11-02 | $0.1863 | 1.28% |
| 1996-02-01 | $0.1924 | 1.24% |
| 1996-05-02 | $0.1924 | 1.42% |
| 1996-08-01 | $0.1924 | 1.39% |
| 1996-10-31 | $0.1924 | 1.41% |
| 1997-01-30 | $0.1985 | 1.47% |
| 1997-05-01 | $0.1985 | 1.60% |
| 1997-07-31 | $0.1985 | 1.47% |
| 1997-10-30 | $0.1985 | 1.40% |
| 1998-01-29 | $0.2047 | 1.33% |
| 1998-04-30 | $0.2047 | 1.26% |
| 1998-07-30 | $0.2047 | 1.29% |
| 1998-10-29 | $0.2047 | 1.16% |
| 1999-01-28 | $0.2047 | 1.21% |
| 1999-04-29 | $0.2047 | 1.25% |
| 1999-07-29 | $0.2047 | 1.25% |
| 1999-10-28 | $0.2047 | 1.27% |
| 2000-02-03 | $0.2047 | 1.33% |
| 2000-04-27 | $0.2047 | 1.22% |
| 2000-08-03 | $0.2047 | 1.28% |
| 2000-11-02 | $0.2047 | 1.11% |
| 2001-02-01 | $0.2047 | 1.15% |
| 2001-05-03 | $0.3350 | 1.45% |
| 2001-08-02 | $0.3350 | 1.42% |
| 2001-11-01 | $0.3350 | 1.40% |
| 2002-01-31 | $0.3350 | 1.37% |
| 2002-05-02 | $0.3350 | 1.19% |
| 2002-08-01 | $0.3430 | 1.19% |
| 2002-10-31 | $0.3430 | 1.12% |
| 2003-01-30 | $0.3430 | 1.18% |
| 2003-05-01 | $0.3420 | 1.18% |
| 2003-07-31 | $0.3500 | 1.22% |
| 2003-10-30 | $0.3500 | 1.15% |
| 2004-01-29 | $0.3500 | 1.15% |
| 2004-04-29 | $0.3500 | 1.20% |
| 2004-07-29 | $0.3580 | 1.21% |
| 2004-10-28 | $0.3580 | 1.12% |
| 2005-02-03 | $0.3580 | 1.05% |
| 2005-04-28 | $0.3730 | 1.13% |
| 2005-07-28 | $0.3730 | 1.06% |
| 2005-11-03 | $0.3730 | 1.07% |
| 2006-02-02 | $0.3730 | 1.07% |
| 2006-04-27 | $0.3880 | 1.23% |
| 2006-08-03 | $0.3880 | 1.13% |
| 2006-11-02 | $0.3880 | 1.06% |
| 2007-02-01 | $0.3880 | 1.06% |
| 2007-05-03 | $0.4030 | 1.06% |
| 2007-08-02 | $0.4030 | 1.15% |
| 2007-11-01 | $0.4030 | 1.10% |
| 2008-01-31 | $0.4030 | 1.11% |
| 2008-05-01 | $0.4200 | 1.13% |
| 2008-07-31 | $0.4200 | 1.17% |
| 2008-10-30 | $0.4200 | 1.21% |
| 2009-01-29 | $0.4200 | 1.22% |
| 2009-04-30 | $0.4380 | 1.46% |
| 2009-07-30 | $0.4380 | 1.38% |
| 2009-10-29 | $0.4380 | 1.35% |
| 2010-01-28 | $0.4380 | 1.33% |
| 2010-04-29 | $0.4550 | 1.29% |
| 2010-07-29 | $0.4550 | 1.24% |
| 2010-10-28 | $0.4550 | 1.19% |
| 2011-02-03 | $0.4550 | 1.21% |
| 2011-04-28 | $0.4730 | 1.22% |
| 2011-07-28 | $0.4730 | 1.18% |
| 2011-11-03 | $0.4730 | 1.09% |
| 2012-02-02 | $0.4730 | 1.04% |
| 2012-05-03 | $0.4900 | 1.07% |
| 2012-08-02 | $0.4900 | 1.02% |
| 2012-11-01 | $0.4900 | 1.05% |
| 2013-01-31 | $0.4900 | 1.10% |
| 2013-05-02 | $0.5070 | 1.06% |
| 2013-08-01 | $0.5070 | 1.13% |
| 2013-10-31 | $0.5070 | 1.21% |
| 2014-01-30 | $0.5070 | 1.24% |
| 2014-05-01 | $0.5250 | 1.15% |
| 2014-07-31 | $0.5250 | 1.18% |
| 2014-10-30 | $0.5250 | 1.13% |
| 2015-02-12 | $0.5250 | 1.09% |
| 2015-05-14 | $0.5430 | 1.25% |
| 2015-08-13 | $0.5430 | 1.17% |
| 2015-11-12 | $0.5430 | 1.21% |
| 2016-02-11 | $0.5430 | 1.10% |
| 2016-05-12 | $0.5600 | 1.11% |
| 2016-08-11 | $0.5600 | 1.06% |
| 2016-11-17 | $0.5600 | 1.16% |
| 2017-02-16 | $0.5600 | 1.16% |
| 2017-05-11 | $0.5800 | 1.16% |
| 2017-08-17 | $0.5800 | 1.18% |
| 2017-11-17 | $0.5800 | 1.12% |
| 2018-02-16 | $0.5800 | 1.30% |
| 2018-05-18 | $0.6000 | 1.38% |
| 2018-08-17 | $0.6000 | 1.26% |
| 2018-11-16 | $0.6000 | 1.27% |
| 2019-02-15 | $0.6000 | 1.22% |
| 2019-05-17 | $0.6200 | 1.15% |
| 2019-08-16 | $0.6200 | 1.08% |
| 2019-11-15 | $0.6200 | 0.99% |
| 2020-02-14 | $0.6200 | 0.89% |
| 2020-05-15 | $0.6400 | 1.17% |
| 2020-08-14 | $0.6400 | 1.16% |
| 2020-11-13 | $0.6400 | 1.01% |
| 2021-02-12 | $0.6400 | 1.04% |
| 2021-05-14 | $0.6600 | 1.00% |
| 2021-08-13 | $0.6600 | 1.00% |
| 2021-11-12 | $0.6600 | 1.05% |
| 2022-02-18 | $0.6600 | 1.02% |
| 2022-05-13 | $0.6800 | 0.92% |
| 2022-08-12 | $0.6800 | 0.87% |
| 2022-11-18 | $0.6800 | 1.05% |
| 2023-02-17 | $0.6800 | 1.03% |
| 2023-05-12 | $0.7000 | 0.94% |
| 2023-08-18 | $0.7000 | 1.03% |
| 2023-11-17 | $0.7000 | 1.00% |
| 2024-02-16 | $0.7000 | 1.05% |
| 2024-05-17 | $0.7200 | 0.91% |
| 2024-08-19 | $0.7200 | 0.82% |
| 2024-11-18 | $0.7200 | 0.82% |
| 2025-02-18 | $0.7200 | 0.84% |
| 2025-05-19 | $0.7400 | 0.83% |
| 2025-08-18 | $0.7400 | 0.79% |
| 2025-11-17 | $0.7400 | 0.82% |
| 2026-02-17 | $0.7400 | 0.78% |
| Total | 177 payments |
Portfolio Dividend Returns
Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-04-20 to 2026-04-20. Change
| Date | Total Yield | Tax | Trans. Cost | Shares Bought |
|---|---|---|---|---|
| 2021-05-14 | $99.86 | $19.97 | $0.16 | 1.2246 |
| 2021-08-13 | $100.67 | $20.13 | $0.16 | 1.2266 |
| 2021-11-12 | $101.48 | $20.30 | $0.16 | 1.3091 |
| 2022-02-18 | $102.35 | $20.47 | $0.16 | 1.2814 |
| 2022-05-13 | $106.32 | $21.26 | $0.17 | 1.1525 |
| 2022-08-12 | $107.10 | $21.42 | $0.17 | 1.0946 |
| 2022-11-18 | $107.85 | $21.57 | $0.17 | 1.3132 |
| 2023-02-17 | $108.74 | $21.75 | $0.17 | 1.3030 |
| 2023-05-12 | $112.85 | $22.57 | $0.18 | 1.2283 |
| 2023-08-18 | $113.71 | $22.74 | $0.18 | 1.3388 |
| 2023-11-17 | $114.65 | $22.93 | $0.18 | 1.3119 |
| 2024-02-16 | $115.57 | $23.11 | $0.18 | 1.3879 |
| 2024-05-17 | $119.87 | $23.97 | $0.19 | 1.2032 |
| 2024-08-19 | $120.73 | $24.15 | $0.19 | 1.1087 |
| 2024-11-18 | $121.53 | $24.31 | $0.19 | 1.1021 |
| 2025-02-18 | $122.32 | $24.46 | $0.20 | 1.1371 |
| 2025-05-19 | $126.56 | $25.31 | $0.20 | 1.1293 |
| 2025-08-18 | $127.40 | $25.48 | $0.20 | 1.0955 |
| 2025-11-17 | $128.21 | $25.64 | $0.21 | 1.1301 |
| 2026-02-17 | $129.05 | $25.81 | $0.21 | 1.1199 |
| Total | $2286.81 | $457.36 | $3.66 | 24.1978 |
All calculations use split-adjusted closing prices. Dividends are reinvested on the ex-dividend date at that day's closing price.
For each rolling window, returns are calculated at every possible starting point:
return = (value[i] ÷ value[i − windowSize] − 1) × 100
- Windows
- 1-month = 21 trading days, 1-year = 252 trading days, 3-year = 756 trading days.
- Statistics
- Average: arithmetic mean. Median: middle value when sorted. Best / Worst: max and min. % Positive: share of windows with return > 0.
The series is segmented by calendar year:
return = (endValue ÷ startValue − 1) × 100
startValue is the last value of the prior year (or the first value for the initial year). Partial first/last years are flagged. Dividends, taxes, and transaction costs are scaled proportionally to the initial investment.