All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

SO: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

SO real return snapshot: after CPI-U inflation, SO returned +6.48% over the past year and +10.02% YTD, with dividends reinvested. Since Dec. 31, 1981, SO is up +9,998.14% in real purchasing-power return, or +10.93%/yr, and is currently −2.83% below its real total-return high on Oct. 15, 2025.

Data ending Thu Jul. 2, 2026

Thu 1981-12-31💬 to Thu 2026-07-02 YTD
Return
1 Year
Return
SO
×
+10.02%
2026-07-02
+6.48%
2026-07-02
Southern Company NYSE Common Stock

Returns

Thu 1981-12-31💬 to Thu 2026-07-02 Overall
Return
Exponential
Trendline
SO
×
+9,998.14%
+10.93%/yr
+9.97%/yr
(R2=0.974)
Southern Company NYSE Common Stock

Growth of $10,000

Thu 1981-12-31💬 to Thu 2026-07-02 Start
Value
End
Value
SO
×
$10,000.00
1981-12-31
$1,009,814.19
2026-07-02
Southern Company NYSE Common Stock

Annual Returns

Year SO
2026 (YTD) +10.02%
2025 +6.62%
2024 +18.31%
2023 −1.10%
2022 +1.67%
2021 +8.67%
2020 −0.72%
2019 +48.27%
2018 −5.55%
2017 +0.30%
2016 +7.69%
2015 −0.80%
2014 +24.30%
2013 −1.01%
2012 −5.19%
2011 +23.28%
2010 +18.94%
2009 −7.43%
2008 −0.07%
2007 +5.54%
2006 +8.94%
2005 +4.00%
2004 +12.50%
2003 +9.68%
2002 +14.89%
2001 +29.79%
2000 +43.83%
1999 −17.21%
1998 +16.28%
1997 +19.38%
1996 −6.05%
1995 +27.04%
1994 −6.36%
1993 +17.76%
1992 +16.00%
1991 +29.13%
1990 −1.96%
1989 +35.25%
1988 +5.21%
1987 −7.72%
1986 +23.04%
1985 +25.32%
1984 +24.29%
1983 +12.36%
1982 +42.12%

Drawdowns

Thu 1981-12-31💬 to Thu 2026-07-02 Current
Drawdown
Worst
Drawdown
SO
×
−2.83%
from 2025-10-15 peak
−38.51%
2020-03-23
from 2020-01-30 peak
Southern Company NYSE Common Stock

Rolling Returns

Period ending Thu 2026-07-02 1
Year
2
Years
3
Years
5
Years
10
Years
SO
×
+6.48% +26.03%
+12.26%/yr
+40.61%
+12.03%/yr
+54.76%
+9.13%/yr
+97.23%
+7.03%/yr
Southern Company NYSE Common Stock