(SO) Southern - Performance 25.8% in 12m
Compare SO with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
74.62%
#11 in Group
Rel. Strength
80.45%
#1571 in Universe
Total Return 12m
25.81%
#32 in Group
Total Return 5y
88.52%
#25 in Group
P/E 22.5
73th Percentile in Group
P/E Forward 20.9
91th Percentile in Group
PEG 3.03
68th Percentile in Group
FCF Yield 0.34%
50th Percentile in Group
12m Total Return: SO (25.8%) vs XLU (20.4%)
5y Drawdown (Underwater) Chart
Top Performers in Electric Utilities
Overall best picks of Peer Group Selected by proven GARP Predictive Metrics, sorted by Growth Rating
| Symbol | 1m | 12m | 5y | P/E | P/E Forward | PEG | EPS Stability |
EPS CAGR |
|---|---|---|---|---|---|---|---|---|
| PAM NYSE Pampa Energia |
-9.14% | 74.2% | 718% | 6.05 | 8.9 | 0.84 | -24.0% | 19.1% |
| ETR NYSE Entergy |
2.04% | 63.1% | 102% | 32.9 | 20.8 | 1.46 | 10.0% | -14.4% |
| PPL NYSE PPL |
5.43% | 36% | 73.7% | 29.5 | 19.2 | 1.32 | 41.4% | 20.4% |
| LNT NASDAQ Alliant Energy |
-2.19% | 25.2% | 41.6% | 22.6 | 19 | 1.94 | -9.40% | -3.9% |
| PCG NYSE PG&E |
0.62% | 0.79% | 64.4% | 15.2 | 11.7 | 1.02 | 69.2% | 50.8% |
| FE NYSE FirstEnergy |
11.6% | 14.5% | 20.4% | 24.9 | 16.8 | 1.29 | -21.2% | -7.7% |
| EIX NYSE Edison International |
2.79% | -14.7% | 19.4% | 17 | 9.29 | 0.61 | 36.2% | 11.5% |
| POR NYSE Portland General Electric |
-2.82% | 0.04% | 9.13% | 14.4 | 13.5 | 1.83 | -0.10% | -23.8% |
Performance Comparison: SO vs XLU vs S&P 500
XLU (Utilities Sector SPDR Fund ETF) is the Sector Benchmark for SO
| Total Return (including Dividends) | SO | XLU | S&P 500 |
|---|---|---|---|
| 1 Month | 3.08% | 1.68% | -4.31% |
| 3 Months | 5.43% | 1.44% | -7.85% |
| 12 Months | 25.81% | 20.44% | 10.76% |
| 5 Years | 88.52% | 55.21% | 106.31% |
| Trend Score (consistency of price movement) | SO | XLU | S&P 500 |
| 1 Month | -3.70% | -3.6% | -35.6% |
| 3 Months | 74.9% | -16.2% | -89.7% |
| 12 Months | 69.6% | 68.8% | 58.3% |
| 5 Years | 92.4% | 77.5% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLU | vs. S&P 500 |
| 1 Month | #32 | 1.38% | 7.72% |
| 3 Month | #37 | 3.94% | 14.4% |
| 12 Month | #33 | 4.45% | 13.6% |
| 5 Years | #26 | 21.5% | -8.63% |
FAQs
Does SO Southern outperforms the market?
Yes,
over the last 12 months SO made 25.81%, while its related Sector, the Utilities Sector SPDR Fund (XLU) made 20.44%.
Over the last 3 months SO made 5.43%, while XLU made 1.44%.
Over the last 3 months SO made 5.43%, while XLU made 1.44%.
Performance Comparison SO vs Indeces and Sectors
SO vs. Indices SO is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -6.93% | 7.39% | 4.38% | 15.1% |
| US NASDAQ 100 | QQQ | -8.89% | 7.32% | 4.38% | 13.8% |
| US Dow Jones Industrial 30 | DIA | -4.86% | 8.86% | 4.12% | 18.8% |
| German DAX 40 | DAX | -4.27% | 6.89% | -14.1% | 2.30% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -0.40% | 6.58% | 5.80% | 17.2% |
| Hongkong Hang Seng | HSI | -4.66% | 5.96% | 2.51% | 11.8% |
| India NIFTY 50 | INDA | 0.50% | 1.52% | 2.78% | 24.0% |
| Brasil Bovespa | EWZ | -6.68% | 1.11% | -0.12% | 31.3% |
SO vs. Sectors SO is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -6.79% | 8.66% | -4.36% | 3.41% |
| Consumer Discretionary | XLY | -9.28% | 7.12% | 1.22% | 11.5% |
| Consumer Staples | XLP | 0.53% | 0.33% | -0.94% | 16.3% |
| Energy | XLE | -3.58% | 14.7% | 6.81% | 37.7% |
| Financial | XLF | -4.97% | 7.86% | -3.72% | 6.51% |
| Health Care | XLV | -3.91% | 8.05% | 6.39% | 25.6% |
| Industrial | XLI | -5.10% | 7.15% | 4.03% | 18.9% |
| Materials | XLB | -3.68% | 7.59% | 11.3% | 31.2% |
| Real Estate | XLRE | -2.10% | 4.99% | 6.53% | 10.7% |
| Technology | XLK | -10.7% | 7.60% | 9.25% | 19.6% |
| Utilities | XLU | -2.78% | 1.40% | 1.28% | 5.37% |
| Aerospace & Defense | XAR | -6.49% | 3.38% | -6.89% | -1.17% |
| Biotech | XBI | -6.06% | 10.9% | 17.5% | 28.1% |
| Homebuilder | XHB | -5.18% | 9.10% | 19.4% | 33.8% |
| Retail | XRT | -4.14% | 6.01% | 8.50% | 29.4% |