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The Southern Company JR 2017B NT 77 (SOJC) Total Return Calculator with Dividends Reinvested

The Southern Company JR 2017B NT 77

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The total return for The Southern Company JR 2017B NT 77 (SOJC) stock is +7.46% over the past 12 months. So far it's up 1.13% this year. The 5-year total return is +5.40%, meaning $10,000 invested in SOJC stock 5 years ago would be worth $10,540 today. Total return includes price appreciation plus reinvesting any dividends paid out.

If you invested $10,000 in SOJC 1 year ago, it would be worth $11,187 today — you'd have gained $1,187 with dividends reinvested.

With Dividends Reinvested$11,187+11.87%

Price Only (No DRIP)$10,140+1.40%

Dividend Boost+$1,0474 payments · +10.47% extra

Period2025-05-08 → 2026-05-07

Price

Total Return (DRIP)

Dividends

S&P 500

If You Invested $10,000 in SOJC

1Y$10,746+$746 (+7.5%)7.5% CAGR

3Y$10,510+$510 (+5.1%)1.7% CAGR

5Y$10,540+$540 (+5.4%)1.1% CAGR

10Y$13,004+$3,004 (+30.0%)2.7% CAGR

15Y$13,004+$3,004 (+30.0%)1.8% CAGR

20Y$13,004+$3,004 (+30.0%)1.3% CAGR

30Y$13,004+$3,004 (+30.0%)0.9% CAGR

Dividend Reinvestment History (4)▲ Hide

Ex-Date	Dividend	Reinvest Price	Shares Added
2025-05-30	$0.33	$21.20	+0.015478
2025-08-29	$0.33	$22.80	+0.014614
2025-11-28	$0.33	$21.68	+0.015591
2026-02-27	$0.33	$5.96	+0.057565

Loading SOJC total return...

As of 2026-05-08

Returns at a Glance

Period	Total Return	CAGR	Price Only	Div. Contrib.	$10K →
YTD	+1.13%	—	-0.37%	+1.50 pp	$10,113
1Y	+7.46%	7.46%	+1.35%	+6.11 pp	$10,746
3Y	+5.10%	1.67%	-10.99%	+16.09 pp	$10,510
5Y	+5.40%	1.06%	-19.00%	+24.41 pp	$10,540
10Y	+30.04%	2.66%	-13.23%	+43.27 pp	$13,004
15Y	+30.04%	1.77%	-13.23%	+43.27 pp	$13,004
20Y	+30.04%	1.32%	-13.23%	+43.27 pp	$13,004
30Y	+30.04%	0.88%	-13.23%	+43.27 pp	$13,004

Risk & Highlights

Best Year+23.87%2019

Worst Year-14.24%2022

Max Drawdown-75.66%2025-09-17 → 2026-02-25

Annual Returns

Year	Total Return	Price Return	Div.	S&P 500	vs S&P
2026YTD	+2.78%	+1.28%	+1.5pp	+0.41%	+2.4pp
2025	+2.56%	-3.31%	+5.9pp	+16.64%	-14.1pp
2024	-2.09%	-7.61%	+5.5pp	+24.00%	-26.1pp
2023	+17.11%	+11.03%	+6.1pp	+24.81%	-7.7pp
2022	-14.24%	-19.22%	+5.0pp	-19.95%	+5.7pp

SOJC underperformed the S&P 500 by 22.91pp over the past year (+7.46% vs +30.37%).

Loading summary...

SOJC Peers' Total Return

Accurate peer set · 10 comparable names

Name	Mkt Cap	30D Rtn	YTD Total Rtn	1Y Total Rtn	Div Contrib	3Y Total Rtn	5Y Total Rtn	10Y Total Rtn
SOJCThe Southern Company JR 2017B NT 77	$21.8B	+2.9%	+1.1%	+7.5%	+6.1pp	+5.1%	+5.4%	+30.0%
NEENextEra Energy, Inc.	$194.6B	-0.4%	+16.1%	+42.0%	+3.4pp	+31.0%	+38.2%	+266.0%
DUKDuke Energy Corporation	$97.3B	-5.3%	+7.2%	+5.3%	+3.5pp	+38.9%	+44.0%	+104.1%
DDominion Energy, Inc.	$54.2B	-1.7%	+5.1%	+16.6%	+4.8pp	+23.2%	-4.6%	+27.4%
AEPAmerican Electric Power Company, Inc.	$71.7B	-0.9%	+14.6%	+26.1%	+3.5pp	+54.7%	+70.7%	+146.9%
EXCExelon Corporation	$45.4B	-9.5%	+2.1%	-0.7%	+3.5pp	+14.6%	+61.8%	+125.0%
XELXcel Energy Inc.	$50.2B	-0.1%	+8.5%	+15.9%	+3.2pp	+25.6%	+27.4%	+139.7%
ESEversource Energy	$25.2B	-3.5%	-0.4%	+12.6%	+4.9pp	-1.4%	-4.0%	+58.1%
SOThe Southern Company	$104.2B	-4.5%	+6.9%	+3.6%	+3.2pp	+35.5%	+60.6%	+137.8%
PCGPG&E Corporation	$35.7B	-8.1%	-0.2%	-5.0%	+0.9pp	-5.6%	+50.2%	-67.1%
EDConsolidated Edison, Inc.	$39.2B	-7.1%	+7.3%	-1.1%	+3.1pp	+17.6%	+57.2%	+84.5%

Compare:SOJC vs NEE SOJC vs DUK SOJC vs D SOJC vs NEE vs DUK

About SOJC Dividend Returns

The Southern Company JR 2017B NT 77 (SOJC) is a dividend-paying stock. When dividends are reinvested through a DRIP (Dividend Reinvestment Plan), they purchase additional shares, which then generate their own dividends—creating a compounding effect that can significantly boost long-term returns.

How We Calculate Total Return

Our total return calculator simulates dividend reinvestment (DRIP) by assuming each dividend payment is used to purchase additional shares at the closing price on the ex-dividend date. This methodology provides an accurate representation of how a dividend reinvestment plan would perform.

Frequently Asked Questions

Q1What is the total return of SOJC over the past year?

The Southern Company JR 2017B NT 77 (SOJC) delivered a total return of 7.46% over the past year when dividends are reinvested. The price-only return was 1.35%, meaning dividends contributed an additional 6.11 percentage points to total returns.

Q2How much would $10,000 invested in SOJC be worth today?

A $10,000 investment in The Southern Company JR 2017B NT 77 one year ago would be worth $10,746 today with dividends reinvested (DRIP). Without reinvesting dividends, the same investment would be worth $10,135. Dividend reinvestment added $611 to the portfolio value.

Q3Does SOJC pay dividends?

Yes, The Southern Company JR 2017B NT 77 (SOJC) pays dividends. In the last year, SOJC paid approximately $2.72 per share in dividends (12.48% yield). Reinvesting these dividends through a DRIP can significantly boost long-term returns — over 20+ years, dividend compounding can account for 30–50% of total returns for dividend-paying stocks.

Q4Did SOJC beat the S&P 500?

No, The Southern Company JR 2017B NT 77 (SOJC) underperformed the S&P 500 by 22.91 percentage points over the past year. SOJC delivered a total return of 7.46%, compared to the S&P 500's 30.37%. This means a passive S&P 500 index fund outperformed SOJC by 22.91pp during this period.

Q5What is SOJC's worst drawdown?

The Southern Company JR 2017B NT 77 (SOJC) experienced a maximum drawdown of -75.66% over the past year, declining from its peak on 2025-09-17 to its trough on 2026-02-25. The stock has not yet fully recovered to its prior peak. Maximum drawdown measures the worst peak-to-trough decline and is an important risk metric for investors.

Q6What is SOJC's long-term total return over 10, 20, or 30 years?

Here are The Southern Company JR 2017B NT 77 (SOJC)'s long-term returns with dividends reinvested. Over 10 years, the total return is 30.0% (2.7% CAGR) — $10,000 would have grown to $13,004. Over 20 years: 30.0% total return (1.3% CAGR) — $10,000 → $13,004. Over 30 years: 30.0% total return (0.9% CAGR) — $10,000 → $13,004. Long-term investors benefit from compounding: dividends buy additional shares, which generate their own dividends, creating an exponential growth effect.

Q7What was SOJC's best and worst year?

The Southern Company JR 2017B NT 77's best calendar year was 2019 with a total return of 23.9%. Its worst year was 2022 with a total return of -14.2%. This range shows the volatility investors should expect — the difference between the best and worst year is 38.1 percentage points.