All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)

Total Real Returns

MO,SO,O: Total Return Chart (with Dividends Reinvested)

Tue 1994-10-18? to Fri 2025-04-25 YTD
Return 		TR
Price
MO × 		+13.42%
2025-04-25 		116520 TR
2025-04-25
Altria Group NYSE Common Stock
SO × 		+10.78%
2025-04-25 		154.13 TR
2025-04-25
Southern Company NYSE Common Stock
O × 		+8.57%
2025-04-25 		48.82 TR
2025-04-25
Realty Income Corporation NYSE Common Stock

Returns

Tue 1994-10-18? to Fri 2025-04-25 Overall
Return 		Exponential
Trendline
MO × 		+59,838.27%
+23.32%/yr 		+22.68%/yr
(R2=0.926)
Altria Group NYSE Common Stock
SO × 		+3,171.23%
+12.11%/yr 		+11.03%/yr
(R2=0.974)
Southern Company NYSE Common Stock
O × 		+4,782.00%
+13.59%/yr 		+14.03%/yr
(R2=0.974)
Realty Income Corporation NYSE Common Stock

Growth of $10,000

Tue 1994-10-18? to Fri 2025-04-25 Start
Value 		End
Value
MO × 		$10,000.00
1994-10-18 		$5,993,827.16
2025-04-25
Altria Group NYSE Common Stock
SO × 		$10,000.00
1994-10-18 		$327,123.43
2025-04-25
Southern Company NYSE Common Stock
O × 		$10,000.00
1994-10-18 		$488,200.46
2025-04-25
Realty Income Corporation NYSE Common Stock

Annual Returns

Year MO SO O
2025 (YTD) +13.42% +10.78% +8.57%
2024 +40.76% +21.72% −2.11%
2023 −3.70% +2.21% −4.55%
2022 +4.37% +8.24% −7.37%
2021 +24.18% +16.32% +27.96%
2020 −10.21% +0.63% −11.47%
2019 +7.87% +51.65% +21.27%
2018 −27.14% −3.75% +15.95%
2017 +9.45% +2.42% +3.68%
2016 +20.44% +9.92% +15.78%
2015 +23.11% −0.08% +13.38%
2014 +34.48% +25.24% +34.35%
2013 +28.54% +0.48% −2.30%
2012 +11.74% −3.55% +20.32%
2011 +27.66% +26.94% +7.53%
2010 +33.92% +20.72% +39.32%
2009 +40.36% −4.91% +20.82%
2008 −29.66% +0.02% −8.22%
2007 +35.61% +9.86% +3.27%
2006 +38.59% +11.68% +36.05%
2005 +48.00% +7.57% −9.41%
2004 +41.81% +16.16% +33.87%
2003 +76.59% +11.75% +21.61%
2002 +11.56% +17.62% +27.48%
2001 +29.17% +32.21% +28.13%
2000 +165.55% +48.73% +32.73%
1999 −45.69% −14.97% −9.12%
1998 +39.83% +18.17% +5.59%
1997 +40.79% +21.43% +14.76%
1996 +51.16% −2.92% +14.70%
1995 +87.62% +30.29% +46.26%
1994 +31.30% −3.84% +10.03%
1993 −10.65% +21.01% —
1992 +9.40% +19.40% —
1991 +75.17% +33.12% —
1990 +44.63% +4.07% —
1989 +89.81% +41.57% —
1988 +45.37% +9.88% —
1987 +36.71% −3.59% —
1986 +92.68% +24.43% —
1985 +36.67% +30.10% —
1984 +36.36% +6.34% —
1983 +46.67% — —
1982 +50.00% — —
1981 +42.86% — —
1980 +40.00% — —

Drawdowns

Tue 1994-10-18? to Fri 2025-04-25 Current
Drawdown 		Worst
Drawdown
MO × 		−2.93% −57.39%
2000-02-14
Altria Group NYSE Common Stock
SO × 		−2.72% −38.43%
2020-03-23
Southern Company NYSE Common Stock
O × 		−12.20% −48.45%
2009-03-06
Realty Income Corporation NYSE Common Stock