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

Total Real Returns

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

Tue 1994-10-18? to Fri 2025-04-25 YTD
Return 		TR
Price
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
VZ × 		+8.43%
2025-04-25 		40.69 TR
2025-04-25
Verizon Communications Inc NYSE Common Stock

Returns

Tue 1994-10-18? to Fri 2025-04-25 Overall
Return 		Exponential
Trendline
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
VZ × 		+664.22%
+6.89%/yr 		+6.22%/yr
(R2=0.851)
Verizon Communications Inc NYSE Common Stock

Growth of $10,000

Tue 1994-10-18? to Fri 2025-04-25 Start
Value 		End
Value
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
VZ × 		$10,000.00
1994-10-18 		$76,422.32
2025-04-25
Verizon Communications Inc NYSE Common Stock

Annual Returns

Year SO O VZ
2025 (YTD) +10.78% +8.57% +8.43%
2024 +21.72% −2.11% +13.14%
2023 +2.21% −4.55% +2.71%
2022 +8.24% −7.37% −20.02%
2021 +16.32% +27.96% −7.55%
2020 +0.63% −11.47% −0.13%
2019 +51.65% +21.27% +13.83%
2018 −3.75% +15.95% +11.26%
2017 +2.42% +3.68% +3.97%
2016 +9.92% +15.78% +20.70%
2015 −0.08% +13.38% +3.62%
2014 +25.24% +34.35% −0.55%
2013 +0.48% −2.30% +18.60%
2012 −3.55% +20.32% +13.18%
2011 +26.94% +7.53% +18.19%
2010 +20.72% +39.32% +22.54%
2009 −4.91% +20.82% +3.75%
2008 +0.02% −8.22% −18.06%
2007 +9.86% +3.27% +22.31%
2006 +11.68% +36.05% +34.73%
2005 +7.57% −9.41% −22.14%
2004 +16.16% +33.87% +20.39%
2003 +11.75% +21.61% −5.61%
2002 +17.62% +27.48% −15.12%
2001 +32.21% +28.13% −2.47%
2000 +48.73% +32.73% −16.18%
1999 −14.97% −9.12% +17.06%
1998 +18.17% +5.59% +22.53%
1997 +21.43% +14.76% +46.82%
1996 −2.92% +14.70% +4.03%
1995 +30.29% +46.26% +41.42%
1994 −3.84% +10.03% −11.65%
1993 +21.01% — +21.30%
1992 +19.40% — +12.46%
1991 +33.12% — −5.31%
1990 +4.07% — +0.90%
1989 +41.57% — +62.50%
1988 +9.88% — +15.88%
1987 −3.59% — +1.56%
1986 +24.43% — +33.69%
1985 +30.10% — +40.35%
1984 +6.34% — +34.33%
1983 — — −7.12%

Drawdowns

Tue 1994-10-18? to Fri 2025-04-25 Current
Drawdown 		Worst
Drawdown
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
VZ × 		−11.35% −56.77%
2002-07-23
Verizon Communications Inc NYSE Common Stock