The Southern Company (SO) Growth of $10K (Lump Sum & DCA)SOThe Southern CompanyNYSEUtilities$82.89$-0.56 -0.67%Oct 1, 2026 close © 2026 WallStMonk. All rights reserved. v0.16.34Not investment advice · Data as of previous market close
Lump Sum10 years ago
$10,000 invested once
$25,437+$15,437 · +154.37%
Total invested$10,000
Annualised (CAGR)+9.80%
Max drawdown-33.56%
SIP · Monthly122 contributions
$100 every month
$20,162+$7,962 · +65.26%
Total invested$12,200
Money-weighted (XIRR)+9.74%
Max drawdown-31.21%
SIP · Biweekly261 contributions
$100 every two weeks
$43,091+$16,991 · +65.10%
Total invested$26,100
Money-weighted (XIRR)+9.75%
Max drawdown-31.53%
Best 12-month stretch+52.86%Jan 2019 → Jan 2020
Worst 12-month stretch-12.67%Jan 2020 → Jan 2021
Deepest drawdown-33.56%peak-to-trough on the lump sum
Fee drag over 10 yrs—not a fund — no expense ratio
Dividend earnings+$5,370on $10,000, trailing 10 years
Growth of your contributions
It would be worth$45,599after your settings in SO
Profit+$23,399+105.40% on money in
Annualised return+9.78%Money-weighted (XIRR)
Deepest dip-32.83%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|
-5.92% | -14.70% | -13.53% | -9.43% | +12.30% p.a. | +9.76% p.a. | +9.80% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|
| +1.23% | +2.42% | -2.02% | +46.31% | +2.46% | +16.34% | +8.24% | +2.21% | +21.72% | +9.45% | -2.58% |
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|
| 2016 | $10,300 | $10,431 | +$131 | +1.27% |
| 2017 | $11,500 | $11,872 | +$372 | +3.24% |
| 2018 | $12,800 | $12,951 | +$151 | +1.18% |
| 2019 | $14,000 | $20,326 | +$6,326 | +45.19% |
| 2020 | $15,200 | $22,150 | +$6,950 | +45.72% |
| 2021 | $16,400 | $27,106 | +$10,706 | +65.28% |
| 2022 | $17,600 | $30,576 | +$12,976 | +73.73% |
| 2023 | $18,800 | $32,493 | +$13,693 | +72.83% |
| 2024 | $20,100 | $40,926 | +$20,826 | +103.61% |
| 2025 | $21,300 | $45,963 | +$24,663 | +115.79% |
| 2026 (YTD) | $22,200 | $45,599 | +$23,399 | +105.40% |