Performance analysis of SFY (SOFI SELECT 500 ETF)
Annual Return
Over the past 3 years, SFY has had an average annual return of +23.98%, outperforming the benchmark SPY, which returned +19.63% annual.
Over the past 5 years, SFY has had an average annual return of +14.17%, outperforming the benchmark SPY, which returned +12.73% annual.
Since Apr 11, 2019, SFY has had an average annual return of +17.44%, outperforming the benchmark SPY, which returned +15.70% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | ||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +12.23% | +22.66% | +29.82% | +29.34% | -22.84% | +28.02% | +24.51% | +13.37% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.30% | -1.81% | -5.04% | +12.50% | +7.45% | -0.91% | -0.80% | +12.23% | |||||
| 2025 | +1.94% | -1.18% | -7.04% | +0.33% | +8.66% | +6.91% | +3.48% | +1.20% | +4.43% | +3.80% | -1.12% | +0.13% | +22.66% |
| 2024 | +1.18% | +5.31% | +3.21% | -3.97% | +6.15% | +5.12% | -0.35% | +2.53% | +2.41% | +0.74% | +6.68% | -2.04% | +29.82% |
| 2023 | +7.37% | -2.10% | +3.43% | +0.28% | +1.80% | +6.97% | +3.70% | -1.72% | -4.20% | -2.94% | +9.70% | +4.80% | +29.34% |
| 2022 | -7.03% | -3.44% | +4.20% | -10.26% | -0.47% | -9.19% | +10.17% | -3.65% | -9.00% | +7.93% | +4.44% | -6.58% | -22.84% |
| 2021 | -0.36% | +1.78% | +3.61% | +5.10% | +0.72% | +3.82% | +2.58% | +3.20% | -4.88% | +7.76% | -0.34% | +2.52% | +28.02% |
| 2020 | +0.59% | -8.02% | -11.00% | +12.36% | +5.87% | +2.09% | +6.19% | +8.19% | -3.09% | -3.02% | +11.96% | +2.99% | +24.51% |
| 2019 | +2.05% | -6.42% | +6.54% | +2.24% | -2.36% | +1.73% | +2.53% | +3.69% | +3.20% | +13.37% |
Drawdown analysis of SFY (SOFI SELECT 500 ETF)
The maximum drawdown for the SFY was -33.25%, occurring on Mar 23, 2020. Recovery took 92 trading sessions.
The current SFY drawdown is -3.00%.
Since Apr 11, 2019 SFY has experienced the following drawdowns:
- 30% or more: 1 time
- 20% or more: 3 times
- 10% or more: 5 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -33.25% | Feb 19, 2020 | 23 | Mar 23, 2020 | 92 | Aug 3, 2020 | 115 |
| -27.72% | Jan 3, 2022 | 197 | Oct 14, 2022 | 316 | Jan 19, 2024 | 513 |
| -21.04% | Feb 19, 2025 | 34 | Apr 8, 2025 | 52 | Jun 24, 2025 | 86 |
| -11.21% | Jul 10, 2024 | 18 | Aug 5, 2024 | 35 | Sep 24, 2024 | 53 |
| -10.79% | Jan 28, 2026 | 42 | Mar 30, 2026 | 10 | Apr 14, 2026 | 52 |
| -9.18% | Sep 2, 2020 | 14 | Sep 23, 2020 | 37 | Nov 13, 2020 | 51 |
| -7.34% | Apr 29, 2019 | 24 | Jun 3, 2019 | 13 | Jun 20, 2019 | 37 |
| -6.50% | Oct 29, 2025 | 16 | Nov 20, 2025 | 34 | Jan 12, 2026 | 50 |
| -6.31% | Jul 26, 2019 | 13 | Aug 14, 2019 | 52 | Oct 28, 2019 | 65 |
| -6.19% | Jun 2, 2026 | 6 | Jun 10, 2026 | Ongoing | Ongoing | Ongoing |
| -5.99% | Sep 3, 2021 | 20 | Oct 4, 2021 | 13 | Oct 21, 2021 | 33 |
| -5.36% | Mar 28, 2024 | 15 | Apr 19, 2024 | 17 | May 14, 2024 | 32 |
| -5.16% | Feb 16, 2021 | 12 | Mar 4, 2021 | 20 | Apr 1, 2021 | 32 |
| -4.70% | Dec 6, 2024 | 24 | Jan 14, 2025 | 5 | Jan 22, 2025 | 29 |
| -4.65% | Nov 19, 2021 | 7 | Dec 1, 2021 | 17 | Dec 27, 2021 | 24 |
| -4.17% | May 7, 2021 | 3 | May 12, 2021 | 12 | May 28, 2021 | 15 |
| -4.04% | Jan 23, 2025 | 2 | Jan 27, 2025 | 14 | Feb 14, 2025 | 16 |
| -3.54% | Jan 20, 2021 | 7 | Jan 29, 2021 | 4 | Feb 4, 2021 | 11 |
| -3.09% | Oct 8, 2025 | 2 | Oct 10, 2025 | 10 | Oct 24, 2025 | 12 |
| -3.00% | Oct 21, 2024 | 8 | Oct 31, 2024 | 4 | Nov 6, 2024 | 12 |
| -2.80% | May 14, 2026 | 3 | May 19, 2026 | 6 | May 28, 2026 | 9 |
| -2.79% | Jan 23, 2020 | 6 | Jan 31, 2020 | 3 | Feb 5, 2020 | 9 |
| -2.68% | Jan 12, 2026 | 5 | Jan 20, 2026 | 5 | Jan 27, 2026 | 10 |
| -2.60% | Nov 8, 2024 | 5 | Nov 15, 2024 | 10 | Dec 2, 2024 | 15 |
| -2.48% | Jul 12, 2021 | 5 | Jul 19, 2021 | 4 | Jul 23, 2021 | 9 |