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

Tue 1994-10-18? to Wed 2025-05-14	YTD Return	TRR Price
SO ×	+2.25% 2025-05-14	62.25 TRR 2025-05-14
Southern Company NYSE Common Stock
O ×	+2.79% 2025-05-14	21.89 TRR 2025-05-14
Realty Income Corporation NYSE Common Stock

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Returns

Tue 1994-10-18? to Wed 2025-05-14	Overall Return	Exponential Trendline
SO ×	+1,323.95% +9.08%/yr	+8.50%/yr (R2=0.962)
Southern Company NYSE Common Stock
O ×	+2,088.60% +10.62%/yr	+11.46%/yr (R2=0.958)
Realty Income Corporation NYSE Common Stock

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Growth of $10,000

Tue 1994-10-18? to Wed 2025-05-14	Start Value	End Value
SO ×	$10,000.00 1994-10-18	$142,394.77 2025-05-14
Southern Company NYSE Common Stock
O ×	$10,000.00 1994-10-18	$218,860.35 2025-05-14
Realty Income Corporation NYSE Common Stock

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Annual Returns

Year	SO	O
2025 (YTD)	+2.25%	+2.79%
2024	+18.31%	−4.84%
2023	−1.10%	−7.65%
2022	+1.66%	−12.98%
2021	+8.67%	+19.53%
2020	−0.71%	−15.48%
2019	+48.26%	+22.34%
2018	−5.56%	+10.10%
2017	+0.30%	+4.79%
2016	+7.69%	+13.43%
2015	−0.81%	+12.54%
2014	+24.33%	+33.33%
2013	−1.03%	−3.74%
2012	−5.19%	+18.61%
2011	+23.27%	+4.46%
2010	+18.96%	+37.21%
2009	−7.45%	+17.64%
2008	−0.07%	−8.28%
2007	+5.54%	−0.80%
2006	+8.94%	+32.68%
2005	+4.04%	−12.39%
2004	+12.49%	+29.64%
2003	+9.69%	+19.37%
2002	+14.86%	+24.51%
2001	+29.78%	+26.18%
2000	+43.87%	+28.36%
1999	−17.19%	−11.49%
1998	+16.25%	+3.93%
1997	+19.38%	+12.83%
1996	−6.05%	+11.04%
1995	+27.04%	+42.64%
1994	−6.35%	+9.83%
1993	+17.76%	—
1992	+16.01%	—
1991	+29.12%	—
1990	−1.96%	—
1989	+35.28%	—
1988	+5.21%	—
1987	−7.72%	—
1986	+23.05%	—
1985	+25.27%	—
1984	+10.89%	—
1983	+0.99%	—
1982	+25.37%	—
1981	+0.00%	—

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Drawdowns

Tue 1994-10-18? to Wed 2025-05-14	Current Drawdown	Worst Drawdown
SO ×	−9.87%	−38.52% 2020-03-23
Southern Company NYSE Common Stock
O ×	−28.86%	−48.26% 2020-03-18
Realty Income Corporation NYSE Common Stock