Performance analysis of SoFi Technologies (SOFI)
Annual Return
Over the past 3 years, SOFI has had an average annual return of +23.26%, outperforming the benchmark SPY, which returned +19.62% annual.
Over the past 5 years, SOFI has had an average annual return of +1.91%, underperforming the benchmark SPY, which returned +12.73% annual.
Since Nov 30, 2020, SOFI has had an average annual return of +9.67%, underperforming the benchmark SPY, which returned +15.33% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| -32.62% | +70% | +54.78% | +115.82% | -70.84% | +27.09% | +18.70% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -12.87% | -22.14% | -10.59% | +1.39% | +13.16% | -1.59% | -1.62% | -32.62% | |||||
| 2025 | +2.46% | -8.30% | -19.63% | +7.57% | +6.32% | +36.92% | +24% | +13.11% | +3.45% | +12.34% | +0.13% | -11.91% | +70% |
| 2024 | -21.31% | +14.70% | -18.71% | -7.13% | +1.78% | -4.21% | +14.08% | +5.96% | -1.63% | +42.11% | +46.91% | -6.15% | +54.78% |
| 2023 | +50.33% | -4.76% | -8.03% | +2.64% | +11.39% | +20.18% | +37.30% | -24.37% | -7.73% | -5.51% | -3.44% | +36.49% | +115.82% |
| 2022 | -21.07% | -8.25% | -17.47% | -35.23% | +22.21% | -29.54% | +19.73% | -6.18% | -17.58% | +11.49% | -11.21% | -4.56% | -70.84% |
| 2021 | +102.10% | -26.69% | -6.94% | -0.88% | +18.53% | -4.86% | -19.46% | -8.16% | +11.99% | +26.51% | -14.39% | -8.08% | +27.09% |
| 2020 | +0% | +18.70% | +18.70% |
Drawdown analysis of SoFi Technologies (SOFI)
The maximum drawdown for the SOFI was -83.32%, occurring on Dec 7, 2022. Recovery took 679 trading sessions.
The current SOFI drawdown is -45.24%.
Since Nov 30, 2020 SOFI has experienced the following drawdowns:
- 50% or more: 2 times
- 40% or more: 2 times
- 30% or more: 2 times
- 20% or more: 2 times
- 10% or more: 5 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -83.32% | Feb 1, 2021 | 467 | Dec 7, 2022 | 679 | Aug 25, 2025 | 1146 |
| -52.97% | Nov 12, 2025 | 93 | Mar 30, 2026 | Ongoing | Ongoing | Ongoing |
| -19.52% | Jan 19, 2021 | 6 | Jan 27, 2021 | 2 | Jan 29, 2021 | 8 |
| -15.33% | Sep 22, 2025 | 9 | Oct 3, 2025 | 16 | Oct 27, 2025 | 25 |
| -14.21% | Oct 28, 2025 | 7 | Nov 6, 2025 | 4 | Nov 12, 2025 | 11 |
| -6.35% | Aug 25, 2025 | 6 | Sep 3, 2025 | 7 | Sep 12, 2025 | 13 |
| -4.26% | Dec 28, 2020 | 6 | Jan 6, 2021 | 1 | Jan 7, 2021 | 7 |
| -3.60% | Jan 7, 2021 | 3 | Jan 12, 2021 | 2 | Jan 14, 2021 | 5 |
| -1.92% | Sep 15, 2025 | 2 | Sep 17, 2025 | 1 | Sep 18, 2025 | 3 |
| -1.80% | Dec 1, 2020 | 3 | Dec 4, 2020 | 1 | Dec 7, 2020 | 4 |
| -1.08% | Dec 14, 2020 | 2 | Dec 16, 2020 | 2 | Dec 18, 2020 | 4 |
| -0.73% | Dec 9, 2020 | 1 | Dec 10, 2020 | 1 | Dec 11, 2020 | 2 |