Performance analysis of SFYX (SOFI NEXT 500 ETF)
Annual Return
Over the past 3 years, SFYX has had an average annual return of +16.85%, underperforming the benchmark SPY, which returned +20.44% annual.
Over the past 5 years, SFYX has had an average annual return of +5.84%, underperforming the benchmark SPY, which returned +12.35% annual.
Since Apr 11, 2019, SFYX has had an average annual return of +9.55%, underperforming the benchmark SPY, which returned +15.10% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | ||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +5.65% | +14.24% | +14.46% | +17.69% | -22.88% | +18.88% | +17.63% | +6.95% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.77% | +1.81% | +0% | +5.65% | |||||||||
| 2025 | +5.61% | -4.85% | -6.75% | -1.39% | +7.36% | +5% | +1.87% | +4.03% | +1.73% | -0.07% | +0.96% | +0.86% | +14.24% |
| 2024 | -1.88% | +6.38% | +4.64% | -5.37% | +2.34% | -0.80% | +5.24% | +0.11% | +1.59% | +0.05% | +10.62% | -7.93% | +14.46% |
| 2023 | +10.17% | -2.23% | -3.41% | -0.64% | -1.07% | +8.97% | +4.84% | -3.44% | -4.70% | -6.55% | +7.47% | +9.01% | +17.69% |
| 2022 | -9.56% | +1.17% | +1.37% | -9.54% | +0.16% | -11.68% | +11.18% | -2.53% | -10.81% | +9.12% | +5.43% | -6.56% | -22.88% |
| 2021 | +2.20% | +5.70% | +1.35% | +5.93% | -2.24% | +2.29% | -0.60% | +3.35% | -2.88% | +5.85% | -4.72% | +1.87% | +18.88% |
| 2020 | -0.92% | -8.90% | -19.87% | +13.92% | +7.61% | +1.93% | +5.11% | +3.13% | -3.05% | +1.65% | +14.10% | +6.77% | +17.63% |
| 2019 | +0.70% | -6.78% | +7.70% | +1.25% | -3.91% | +0.71% | +1.12% | +4.86% | +1.82% | +6.95% |
Drawdown analysis of SFYX (SOFI NEXT 500 ETF)
The maximum drawdown for the SFYX was -39.59%, occurring on Mar 18, 2020. Recovery took 164 trading sessions.
The current SFYX drawdown is -1.21%.
Since Apr 11, 2019 SFYX has experienced the following drawdowns:
- 30% or more: 2 times
- 20% or more: 3 times
- 10% or more: 3 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -39.59% | Feb 20, 2020 | 19 | Mar 18, 2020 | 164 | Nov 9, 2020 | 183 |
| -32.36% | Nov 8, 2021 | 221 | Sep 26, 2022 | 532 | Nov 6, 2024 | 753 |
| -24.57% | Nov 25, 2024 | 90 | Apr 8, 2025 | 87 | Aug 13, 2025 | 177 |
| -7.82% | Apr 19, 2021 | 17 | May 12, 2021 | 64 | Aug 12, 2021 | 81 |
| -7.72% | Oct 27, 2025 | 18 | Nov 20, 2025 | 9 | Dec 4, 2025 | 27 |
| -7.67% | Jul 24, 2019 | 15 | Aug 14, 2019 | 66 | Nov 15, 2019 | 81 |
| -7.15% | May 3, 2019 | 19 | May 31, 2019 | 21 | Jul 1, 2019 | 40 |
| -6.10% | Mar 15, 2021 | 7 | Mar 24, 2021 | 14 | Apr 14, 2021 | 21 |
| -6.05% | Feb 12, 2021 | 13 | Mar 4, 2021 | 7 | Mar 15, 2021 | 20 |
| -4.65% | Sep 2, 2021 | 21 | Oct 4, 2021 | 11 | Oct 19, 2021 | 32 |
| -4.36% | Jan 20, 2021 | 7 | Jan 29, 2021 | 4 | Feb 4, 2021 | 11 |
| -4.16% | Jan 22, 2026 | 10 | Feb 5, 2026 | Ongoing | Ongoing | Ongoing |
| -4.15% | Sep 18, 2025 | 16 | Oct 10, 2025 | 11 | Oct 27, 2025 | 27 |
| -3.53% | Aug 13, 2021 | 4 | Aug 19, 2021 | 4 | Aug 25, 2021 | 8 |
| -3.53% | Jan 16, 2020 | 10 | Jan 31, 2020 | 8 | Feb 12, 2020 | 18 |
| -3.33% | Dec 11, 2025 | 4 | Dec 17, 2025 | 3 | Dec 22, 2025 | 7 |
| -3.30% | Nov 11, 2024 | 4 | Nov 15, 2024 | 5 | Nov 22, 2024 | 9 |
| -2.47% | Dec 22, 2025 | 6 | Dec 31, 2025 | 2 | Jan 5, 2026 | 8 |
| -2.46% | Dec 23, 2020 | 6 | Jan 4, 2021 | 2 | Jan 6, 2021 | 8 |
| -2.13% | Aug 13, 2025 | 5 | Aug 20, 2025 | 2 | Aug 22, 2025 | 7 |
| -2.12% | Oct 25, 2021 | 2 | Oct 27, 2021 | 3 | Nov 1, 2021 | 5 |
| -1.99% | Nov 27, 2019 | 3 | Dec 3, 2019 | 9 | Dec 16, 2019 | 12 |
| -1.41% | Aug 28, 2025 | 3 | Sep 3, 2025 | 2 | Sep 5, 2025 | 5 |
| -1.31% | Apr 24, 2019 | 5 | May 1, 2019 | 2 | May 3, 2019 | 7 |
| -1.28% | Jan 16, 2026 | 1 | Jan 20, 2026 | 2 | Jan 22, 2026 | 3 |