(SOFI) SoFi Technologies - Performance 69.7% in 12m
Compare SOFI with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
13.45%
#39 in Group
Rel. Strength
93.14%
#552 in Universe
Total Return 12m
69.70%
#10 in Group
Total Return 5y
22.90%
#41 in Group
P/E 27.5
85th Percentile in Group
P/E Forward 37.2
93th Percentile in Group
PEG 2.06
74th Percentile in Group
FCF Yield -8.83%
6th Percentile in Group
12m Total Return: SOFI (69.7%) vs XLF (19.3%)
5y Drawdown (Underwater) Chart
Top Performers in Consumer Finance
Overall best picks of Peer Group Selected by proven GARP Predictive Metrics, sorted by Growth Rating
| Symbol | 1m | 12m | 5y | P/E | P/E Forward | PEG | EPS Stability |
EPS CAGR |
|---|---|---|---|---|---|---|---|---|
| EZPW NASDAQ EZCORP |
9.68% | 47.4% | 220% | 14.1 | 12.4 | 0.35 | 66.2% | 38.7% |
| AXP NYSE American Express |
-4.87% | 13% | 232% | 17.6 | 15.9 | 1.71 | 72.9% | 7.07% |
| SLM NASDAQ SLM |
-7.62% | 29.1% | 312% | 9.8 | 8.9 | 0.58 | -4.10% | -26.2% |
| MFIN NASDAQ Medallion Financial |
1.83% | 16.7% | 324% | 5.95 | - | 0.41 | -12.4% | 6.05% |
| OMF NYSE OneMain Holdings |
-5.3% | 4.69% | 317% | 10.5 | 7.22 | 0.61 | -89.9% | -23.5% |
| SYF NYSE Synchrony Financial |
-7.93% | 17.4% | 232% | 5.52 | 6.72 | 1.61 | -8.20% | 3.02% |
| COF NYSE Capital One Financial |
0.16% | 27.1% | 238% | 14.3 | 10.5 | 1.2 | -79.4% | -20.7% |
| CPSS NASDAQ Consumer Portfolio |
0.12% | -0.93% | 180% | 11 | 4.8 | 0.33 | -51.0% | - |
Performance Comparison: SOFI vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for SOFI
| Total Return (including Dividends) | SOFI | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | -4.87% | -4.78% | -4.31% |
| 3 Months | -19.90% | -6.25% | -7.85% |
| 12 Months | 69.70% | 19.30% | 10.76% |
| 5 Years | 22.90% | 134.53% | 106.31% |
| Trend Score (consistency of price movement) | SOFI | XLF | S&P 500 |
| 1 Month | 4.90% | -30.6% | -35.6% |
| 3 Months | -86.5% | -83.1% | -89.7% |
| 12 Months | 78.5% | 84.9% | 58.3% |
| 5 Years | -31.8% | 75.2% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #32 | -0.10% | -0.59% |
| 3 Month | #46 | -14.6% | -13.1% |
| 12 Month | #9 | 42.3% | 53.2% |
| 5 Years | #40 | -34.2% | -24.2% |
FAQs
Does SOFI SoFi Technologies outperforms the market?
Yes,
over the last 12 months SOFI made 69.70%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 19.30%.
Over the last 3 months SOFI made -19.90%, while XLF made -6.25%.
Over the last 3 months SOFI made -19.90%, while XLF made -6.25%.
Performance Comparison SOFI vs Indeces and Sectors
SOFI vs. Indices SOFI is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 13.3% | -0.56% | 21.5% | 58.9% |
| US NASDAQ 100 | QQQ | 11.4% | -0.63% | 21.5% | 57.7% |
| US Dow Jones Industrial 30 | DIA | 15.4% | 0.91% | 21.2% | 62.7% |
| German DAX 40 | DAX | 16.0% | -1.06% | 3.07% | 46.2% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 19.9% | -1.37% | 22.9% | 61.1% |
| Hongkong Hang Seng | HSI | 15.6% | -1.99% | 19.6% | 55.7% |
| India NIFTY 50 | INDA | 20.8% | -6.43% | 19.9% | 67.9% |
| Brasil Bovespa | EWZ | 13.6% | -6.84% | 17.0% | 75.2% |
SOFI vs. Sectors SOFI is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 13.5% | 0.71% | 12.8% | 47.3% |
| Consumer Discretionary | XLY | 11.0% | -0.83% | 18.3% | 55.4% |
| Consumer Staples | XLP | 20.8% | -7.62% | 16.2% | 60.2% |
| Energy | XLE | 16.7% | 6.76% | 23.9% | 81.6% |
| Financial | XLF | 15.3% | -0.09% | 13.4% | 50.4% |
| Health Care | XLV | 16.4% | 0.10% | 23.5% | 69.4% |
| Industrial | XLI | 15.2% | -0.80% | 21.2% | 62.8% |
| Materials | XLB | 16.6% | -0.36% | 28.4% | 75.0% |
| Real Estate | XLRE | 18.2% | -2.96% | 23.7% | 54.6% |
| Technology | XLK | 9.53% | -0.35% | 26.4% | 63.5% |
| Utilities | XLU | 17.5% | -6.55% | 18.4% | 49.3% |
| Aerospace & Defense | XAR | 13.8% | -4.57% | 10.2% | 42.7% |
| Biotech | XBI | 14.2% | 2.97% | 34.6% | 72.0% |
| Homebuilder | XHB | 15.1% | 1.15% | 36.5% | 77.7% |
| Retail | XRT | 16.1% | -1.94% | 25.6% | 73.3% |