Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SOJE (Southern Company (The) Series 2) | -2.82% | 2.05% | -1.40% | -3.09% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 09/24/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SOJE (Southern Company (The) Series 2) | 09/24/2020 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.06 | 2.05 | -1.40 | -3.09 | NA | NA | NA | … | … | -2.82 | -0.52 | 0.28 | 20.78 | -29.79 | 0.90 | 9.21 |
| Sharpe Ratio | NA | -0.10 | -0.44 | -0.40 | NA | NA | NA | … | … | -1.11 | -0.29 | -0.25 | 1.10 | -1.68 | 0.10 | 5.93 |
| Standard Deviation(%) | NA | 9.76 | 12.84 | 13.89 | NA | NA | NA | … | … | 7.99 | 11.95 | 13.31 | 15.66 | 18.69 | 8.88 | 6.50 |
| Draw Down(%) | NA | 11.01 | 20.12 | 30.40 | NA | NA | NA | … | … | 8.38 | 9.27 | 16.23 | 16.06 | 29.99 | 10.96 | 1.03 |
| Yield(%) | 0.00 | 6.05 | 5.10 | 4.12 | 2.38 | 1.59 | 1.19 | … | … | 2.92 | 5.46 | 5.31 | 5.93 | 4.06 | 4.23 | 0.00 |
Data as of 06/10/2026, Common starting date is 09/24/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SOJE (Southern Company (The) Series 2) |
-6.25%
Oct 2020 – Oct 2023 |
-3.12%
Dec 2020 – Dec 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SOJE (Southern Company (The) Series 2) |
6.91%
Oct 2022 – Oct 2025 |
0.11%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart