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 −0.23% over the past year and +5.58% YTD, with dividends reinvested. Since Nov. 5, 1984, SO is up +5,112.41% in real purchasing-power return, or +9.87%/yr, and is currently −6.74% below its real total-return high on Oct. 15, 2025.

Data ending Tue Nov. 3, 2026

Growth of $10,000

Mon 1984-11-05💬 to Tue 2026-11-03 Overall
Return
Exponential
Trendline
SO
×
+5,112.41%
+9.87%/yr
+9.51%/yr
R2=0.977
Southern Company NYSE Common Stock

Growth of $10,000 Summary

Mon 1984-11-05💬 to Tue 2026-11-03 Start
Value
End
Value
SO
×
$10,000.00
1984-11-05
$521,241.24
2026-11-03

This Year’s Performance

through 2026-11-03

  YTD YoY
SO
×
+5.58% −0.23%

Drawdowns

  Current
Drawdown
Worst
Drawdown
SO
×
−6.74%
on 2026-11-03
from 2025-10-15 peak
−38.51%
on 2020-03-23
from 2020-01-30 peak

Rolling Returns

Period ending Tue 2026-11-03 1 yr 2 yr 3 yr 5 yr 10 yr
SO
×
−0.23% +5.55%
+2.74%/yr
+34.38%
+10.35%/yr
+47.28%
+8.05%/yr
+100.65%
+7.21%/yr

Annual Returns

Year SO
2026 (YTD) +5.58%
2025 +6.62%
2024 +18.31%
2023 −1.10%
2022 +1.67%
2021 +8.69%
2020 −0.72%
2019 +48.27%
2018 −5.55%
2017 +0.30%
2016 +7.69%
2015 −0.82%
2014 +24.31%
2013 −1.01%
2012 −5.19%
2011 +23.27%
2010 +18.94%
2009 −7.43%
2008 −0.07%
2007 +5.53%
2006 +8.94%
2005 +4.00%
2004 +12.50%
2003 +9.68%
2002 +14.88%
2001 +30.19%
2000 +43.83%
1999 −17.21%
1998 +16.28%
1997 +19.37%
1996 −6.05%
1995 +27.04%
1994 −6.36%
1993 +17.76%
1992 +16.00%
1991 +29.13%
1990 −1.95%
1989 +35.29%
1988 +5.24%
1987 −7.69%
1986 +23.07%
1985 +25.34%
1984 +6.34%