Southern Company (The) trailing returns
Southern Company (The)'s 10-year return is +9.4% a year (CAGR) (+146.2% 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 October 2, 2026 — cumulative and annualized, with dividends on or off.
Trailing returns by period#
To 2026-10-02. Annualized (CAGR) for windows of a year or more.
| Period | Path | Annualized | Cumulative |
|---|---|---|---|
| 1 day | — | +0.3% | |
| 5 days | — | +1.0% | |
| 1 month | — | -5.2% | |
| YTD | — | -1.6% | |
| 1 year | -7.9% | -7.9% | |
| 5 years | +10.2% | +62.8% | |
| 10 years | +9.4% | +146.2% | |
| 20 years | +9.1% | +466.9% | |
| Since inception (1981) | +10.7% | +9439.7% |
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 (2026-10-02). 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.
FAQ#
- What is Southern Company (The)'s 10-year return?
- Over the last 10 years, Southern Company (The) (SO) returned about +9.4% a year annualized (+146.2% 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 +9.1% a year (+466.9% cumulative).
- What is Southern Company (The)'s return since inception?
- Since 1981, Southern Company (The) (SO) has compounded at about +10.7% a year — +9439.7% in total.