Over the latest trailing 12-month period, total return cagr is +1.20%. The comparable SPY value is +19.37%. Year-to-date total return is +4.56%. Total return includes price appreciation and reinvested dividends.
Over longer horizons, Total Return CAGR averages 13.23% over 3 years and 9.66% over 5 years; the trailing 12 months came in at +1.20%. Total return includes dividends reinvested. The total return CAGR includes both price appreciation and dividends reinvested. This gives a more complete picture of the company's investment performance.
SO Total Return CAGR Chart
The Southern Company (SO)
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SO Quarterly Total Return (YoY)
Total Return growth vs the same quarter one year earlier, last 40 quarters.
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Total Return
SO Growth of $100 (Dividends Reinvested)
$2614.04
Quarter-end value of $100 invested at the start of the available history, with dividends reinvested; the newest quarter may be quarter-to-date.
