SO trailing returns
Southern Company (The)'s 10-year annualized return is +10.6% per year (+174.1% cumulative). How Southern Company (The) (SO) has performed over the last day, week, month and year, over 5, 10 and 20 years, and since inception, through July 2, 2026 — cumulative and annualized, with dividends on or off.
Trailing returns by period#
To 2026-07-02. Annualized (CAGR) for windows of a year or more.
| Period | Path | Annualized | Cumulative |
|---|---|---|---|
| 1 day | — | +3.0% | |
| 1 week | — | +2.2% | |
| 1 month | — | +8.3% | |
| YTD | — | +14.2% | |
| 1 year | +9.6% | +9.6% | |
| 5 years | +13.9% | +91.4% | |
| 10 years | +10.6% | +174.1% | |
| 20 years | +10.3% | +610.6% | |
| Since inception (1981) | +11.1% | +10790.3% |
Growth of SO#
Actual index level (solid); dashed lines are each window's constant-rate path from start to today.
Methodology#
Trailing returns measure from the closest close about N years before the latest close (2026-07-02). Cumulative return is the total change over the window; annualized return is the compound annual growth rate (CAGR), shown for windows of a year or more. Total return reinvests dividends (from SO's split- and dividend-adjusted closes); price return excludes them. See the year-by-year returns for the calendar breakdown. Past performance does not predict future returns; not investment advice.
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FAQ
- What is Southern Company (The)'s 10-year return?
- Over the last 10 years, Southern Company (The) (SO) returned about +10.6% a year annualized (+174.1% cumulative total return).
- What is Southern Company (The)'s 20-year annualized return?
- Over the last 20 years, Southern Company (The) (SO) compounded at about +10.3% a year (+610.6% cumulative).
- What is Southern Company (The)'s return since inception?
- Since 1981, Southern Company (The) (SO) has compounded at about +11.1% a year — +10790.3% in total.