Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SFYX (SoFi Next 500) | 5.66% | 23.01% | 14.50% | 6.40% | NA | NA | NA | … | … |
Data as of 03/02/2026, Common starting date is 04/12/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SFYX (SoFi Next 500) | 04/12/2019 | 03/02/2026 |
| 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 (%) | 0.00 | 23.01 | 14.50 | 6.40 | NA | NA | NA | … | … | 5.66 | 15.44 | 14.45 | 17.71 | -22.92 | 18.92 | 17.66 | 6.26 |
| Sharpe Ratio | NA | 0.77 | 0.57 | 0.19 | NA | NA | NA | … | … | 2.55 | 0.56 | 0.44 | 0.74 | -0.84 | 1.07 | 0.48 | 0.53 |
| Standard Deviation(%) | NA | 22.62 | 19.62 | 21.42 | NA | NA | NA | … | … | 14.85 | 22.81 | 17.84 | 18.40 | 29.03 | 17.71 | 36.02 | 14.19 |
| Draw Down(%) | NA | 18.47 | 24.58 | 32.38 | NA | NA | NA | … | … | 4.14 | 23.03 | 9.14 | 15.02 | 28.53 | 9.99 | 39.60 | 7.68 |
| Yield(%) | 0.00 | 1.65 | 1.70 | 1.35 | 1.15 | 0.77 | 0.58 | … | … | 0.00 | 1.61 | 1.42 | 1.76 | 1.20 | 1.07 | 1.35 | 1.07 |
Data as of 03/02/2026, Common starting date is 04/12/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SFYX (SoFi Next 500) |
-1.30%
Apr 2021 – Apr 2024 |
6.65%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SFYX (SoFi Next 500) |
17.56%
Sep 2022 – Sep 2025 |
13.48%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart