Southern Co/The
Provider: Exchange
| Annualised Return | 10.17% |
| Realised Volatility | 15.71% |
| Downside Volatility | 10.45% |
| Max Drawdown | -24.81% |
| Winning months | 61.95% |
| Sharpe Ratio | 0.65 |
| Sortino Ratio | 0.97 |
| Calmar Ratio | 0.41 |
| Viking Ratio | 0.46 |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | YTD | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 1.98% | 7.86% | 2.41% | -0.07% | -1.23% | 2.03% | 2.89% | -1.53% | 2.68% | 3.49% | 22.13% | ||
| 2024 | -0.86% | -2.24% | 6.68% | 2.45% | 10.03% | -3.21% | 7.67% | 4.31% | 4.38% | 0.94% | -1.28% | -7.64% | 21.72% |
| 2023 | -5.22% | -5.85% | 10.34% | 5.71% | -4.27% | 0.72% | 2.98% | -5.4% | -4.44% | 3.99% | 6.53% | -1.21% | 2.21% |
| 2022 | 1.33% | -5.83% | 11.95% | 1.21% | 4.05% | -5.75% | 7.82% | 1.12% | -11.77% | -3.71% | 4.39% | 5.57% | 8.24% |
| 2021 | -4.09% | -2.72% | 9.59% | 6.45% | -2.42% | -5.33% | 5.55% | 3.96% | -5.72% | 0.56% | -0.92% | 12.24% | 16.34% |
| 2020 | 10.52% | -13.49% | -10.3% | 4.78% | 1.79% | -9.15% | 5.32% | -3.32% | 3.91% | 5.96% | 5.24% | 2.64% | 0.63% |
| 2019 | 10.66% | 3.5% | 4% | 2.98% | 1.69% | 3.33% | 1.66% | 4.79% | 6.02% | 1.44% | -0.08% | 2.76% | 51.65% |
| 2018 | -6.2% | -3.29% | 3.72% | 3.27% | -1.29% | 3.14% | 4.95% | -8.77% | -0.41% | 3.28% | 6.46% | -7.2% | -3.75% |
| 2017 | 0.49% | 4.02% | -2.05% | 0.04% | 2.82% | -5.39% | 0.1% | 1.9% | 1.82% | 6.23% | -0.81% | -6.07% | 2.42% |
| 2016 | 4.55% | -0.41% | 7.37% | -3.15% | -0.21% | 8.47% | -0.24% | -3.03% | -0.06% | 0.53% | -8.15% | 5.06% | 9.92% |
| 2015 | 3.28% | -8.72% | -3.3% | 0.05% | -0.13% | -4.1% | 6.75% | -1.81% | 2.97% | 0.9% | -0.04% | 5.05% | -0.1% |
| 2014 | 1.58% | 2.69% | 3.75% | 4.3% | -3.37% | 3.65% | -3.46% | 2.56% | -1.69% | 7.42% | 2.31% | 3.54% | 25.24% |
| 2013 | 4.47% | 1.76% | 4.24% | 2.79% | -8% | 0.52% | 1.61% | -6.12% | -1.06% | 0.56% | -0.68% | 1.18% | 0.48% |
| 2012 | -1.58% | -1.99% | 1.67% | 2.25% | 1.01% | 0.85% | 4% | -4.88% | 1.68% | 1.63% | -6.04% | -1.7% | -3.55% |
| 2011 | -1.6% | 2.54% | 0% | 3.7% | 2.66% | 0.75% | -0.92% | 4.6% | 2.44% | 1.96% | 2.77% | 5.42% | 26.93% |
| 2010 | -2.67% | -0.72% | 4.38% | 5.58% | -5.38% | 1.77% | 7.5% | 3.85% | 1.5% | 2.91% | -0.4% | 1.35% | 20.72% |
| 2009 | -8.48% | -9.39% | 1.02% | -4.29% | -1.63% | 9.68% | 2.18% | -0.64% | 1.51% | -0.17% | 2.89% | 3.83% | -4.92% |
| 2008 | -5.11% | -5.05% | 3.13% | 4.55% | -1.66% | -3.54% | 2.55% | 5.99% | 0.48% | -7.78% | 5.77% | 1.87% | 0.02% |
| 2007 | -1.27% | -0.95% | 2.37% | 3.11% | -3.69% | -4.78% | -1.9% | 6.73% | 2.23% | 1.05% | 3.76% | 3% | 9.43% |