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

Total Real Returns

SO: Total Return Chart (with Dividends Reinvested)

SO total return snapshot: SO returned +3.74% over the past year and +9.41% YTD, with dividends reinvested. Since Nov. 5, 1984, SO is up +16,522.63% in nominal total return, or +12.95%/yr, and is currently −4.48% below its total-return high on Mar. 16, 2026.

Data ending Wed Nov. 4, 2026

Growth of $10,000

Mon 1984-11-05💬 to Wed 2026-11-04 Overall
Return
Exponential
Trendline
SO
×
+16,522.63%
+12.95%/yr
+12.31%/yr
R2=0.982
Southern Company NYSE Common Stock

Growth of $10,000 Summary

Mon 1984-11-05💬 to Wed 2026-11-04 Start
Value
End
Value
SO
×
$10,000.00
1984-11-05
$1,662,263.48
2026-11-04

This Year’s Performance

through 2026-11-04

  YTD YoY
SO
×
+9.41% +3.74%

Drawdowns

  Current
Drawdown
Worst
Drawdown
SO
×
−4.48%
on 2026-11-04
from 2026-03-16 peak
−38.43%
on 2020-03-23
from 2020-01-30 peak

Rolling Returns

Period ending Wed 2026-11-04 1 yr 2 yr 3 yr 5 yr 10 yr
SO
×
+3.74% +12.82%
+6.22%/yr
+46.70%
+13.62%/yr
+78.87%
+12.33%/yr
+180.34%
+10.86%/yr

Annual Returns

Year SO
2026 (YTD) +9.41%
2025 +9.47%
2024 +21.72%
2023 +2.21%
2022 +8.24%
2021 +16.34%
2020 +0.63%
2019 +51.65%
2018 −3.75%
2017 +2.42%
2016 +9.92%
2015 −0.10%
2014 +25.24%
2013 +0.48%
2012 −3.55%
2011 +26.93%
2010 +20.72%
2009 −4.92%
2008 +0.02%
2007 +9.85%
2006 +11.68%
2005 +7.56%
2004 +16.16%
2003 +11.75%
2002 +17.62%
2001 +32.20%
2000 +48.71%
1999 −14.98%
1998 +18.15%
1997 +21.41%
1996 −2.93%
1995 +30.27%
1994 −3.86%
1993 +21.00%
1992 +19.37%
1991 +33.09%
1990 +4.05%
1989 +41.57%
1988 +9.89%
1987 −3.60%
1986 +24.43%
1985 +30.10%
1984 +6.34%