Southern Company (The) Series 2020A 4.95% Junior Subordinated Notes due January 30 2080 (SOJD)

Market & Benchmark

Market Market
US
Industry Industry
Utilities
Benchmark Benchmark
SPX:S&P 500 INDEX
Risk-Free Rate Risk-Free Rate
10 Year US Treasury Yield

Expected Performance

Expected Return Expected Return (Historical)
-4.41%
CAPM Return Expected Return (CAPM)
5.57%
Volatility Volatility/Risk
16.01%
Beta Beta
0.29
Sharpe Ratio Sharpe Ratio
-0.54%

Past Performance

CAGR CAGR (Compound Annual Growth Rate, 3Y)
-3.94%
3-Year High 3-Year High
24.46USD
3-Year Low 3-Year Low
19.14USD
3-Year High 1-Year High
24.46USD
3-Year Low 1-Year Low
20.51USD

Price History (3 Years)
25.000025.000024.000024.000023.000023.000022.000022.000021.000021.000020.000020.000019.000019.0000Mar 2022Mar 2022May 2022May 2022Jul 2022Jul 2022Feb 2023Feb 2023May 2023May 2023Jul 2023Jul 2023Sep 2023Sep 2023Dec 2023Dec 2023Mar 2024Mar 2024May 2024May 2024Aug 2024Aug 2024Oct 2024Oct 2024Jan 2025Jan 2025
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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

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