Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SFY (SoFi Select 500 ETF) | 8.54% | 26.76% | 24.49% | 14.47% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 04/11/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SFY (SoFi Select 500 ETF) | 04/11/2019 | 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 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -5.21 | 26.76 | 24.49 | 14.47 | NA | NA | NA | … | … | 8.54 | 23.69 | 29.81 | 29.36 | -22.85 | 28.03 | 24.51 | 13.26 |
| Sharpe Ratio | NA | 1.89 | 1.29 | 0.65 | NA | NA | NA | … | … | 1.35 | 0.96 | 1.70 | 1.85 | -0.93 | 2.10 | 0.80 | 1.40 |
| Standard Deviation(%) | NA | 14.99 | 17.60 | 19.07 | NA | NA | NA | … | … | 17.29 | 21.99 | 15.41 | 14.01 | 26.23 | 13.36 | 30.32 | 12.47 |
| Draw Down(%) | NA | 10.79 | 21.04 | 27.72 | NA | NA | NA | … | … | 10.79 | 21.04 | 11.20 | 10.16 | 27.72 | 5.99 | 33.25 | 7.34 |
| Yield(%) | 0.00 | 1.11 | 4.68 | 3.26 | 2.80 | 1.87 | 1.40 | … | … | 0.00 | 1.16 | 3.90 | 1.80 | 1.21 | 1.16 | 1.44 | 1.15 |
Data as of 06/10/2026, Common starting date is 04/11/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SFY (SoFi Select 500 ETF) |
6.91%
Apr 2021 – Apr 2024 |
12.84%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SFY (SoFi Select 500 ETF) |
28.44%
May 2023 – May 2026 |
18.83%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart