Market
IndustrySouthern Company (The) Series 2020A 4.95% Junior Subordinated Notes due January 30 2080 (SOJD)
Market & Benchmark
Market Industry
Benchmark
Risk-Free RateExpected Performance
Expected Return (Historical) 
Expected Return (CAPM) Volatility/Risk 
Beta Sharpe Ratio Past Performance
CAGR (Compound Annual Growth Rate, 3Y) 3-Year High 3-Year Low 1-Year High 1-Year LowPrice History (3 Years)
Risk-Return Position
(Compared with Peers in the Same Industry)
Expected Annual Returns (%)
Risk (Volatility of Returns) (%)
Beta-Sharpe
(Compared with Peers in the Same Industry)
Beta
Sharpe Ratio
Top Peers* with the Highest Returns
US EDN
Empresa Distribuidora Y Comercializadora Norte S.A. (Edenor) American Depositary SharesBSE 533269
VA Tech Wabag LimitedUS TGS
Transportadora de Gas del Sur SA TGS Common StockUS CEPU
Central Puerto S.A. American Depositary Shares (each represents ten Common Shares)US AROC
Archrock Inc. Common Stock
* Peers are securities in the same industry and in the same size range across markets
(Only securities with at least 6 months of returns history are included.)
(Only securities with at least 6 months of returns history are included.)
Top Peers* with the Lowest Volatility
US PNM
PNM Resources Inc. (Holding Co.) Common StockUS SOJC
Southern Company (The) Series 2017B 5.25% Junior Subordinated Notes due December 1 2077US YORW
York Water Company The Common StockUS CPK
Chesapeake Utilities Corporation Common StockUS NWN
Northwest Natural Holding Company Common Stock
* Peers are securities in the same industry and in the same size range across markets
(Only securities with at least 6 months of returns history are included)
(Only securities with at least 6 months of returns history are included)
Top 20 Holdings
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