(SFY) SoFi Select 500 - Performance 6.2% in 12m
Compare SFY with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
69.26%
#14 in Group
Rel. Strength
63.77%
#2894 in Universe
Total Return 12m
6.23%
#29 in Group
Total Return 5y
91.60%
#25 in Group
P/E -
(?) Percentile in Group
P/E Forward -
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PEG -
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FCF Yield -
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12m Total Return: SFY (6.2%) vs QQQ (4%)
5y Drawdown (Underwater) Chart
Top Performers in Large Growth
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 |
|---|---|---|---|---|---|---|---|---|
| QGRO NYSE ARCA American Century U.S. |
-8.53% | 10.6% | 117% | - | - | - | - | - |
| TMFC BATS Motley Fool 100 Index |
-8.69% | 9.82% | 115% | - | - | - | - | - |
| PTNQ NASDAQ Pacer Trendpilot 100 |
-6.28% | 2.86% | 93% | - | - | - | - | - |
| GARP BATS iShares MSCI USA Quality |
-10.7% | 5.12% | 119% | - | - | - | - | - |
| STLG BATS iShares Factors US Growth |
-8.15% | 8% | 119% | - | - | - | - | - |
| IWY NYSE ARCA iShares Russell Top 200 |
-9.99% | 5.22% | 117% | - | - | - | - | - |
| SCHG NYSE ARCA Schwab U.S. Large-Cap |
-10.3% | 5.24% | 116% | - | - | - | - | - |
| VONG NASDAQ Vanguard Russell 1000 |
-10.1% | 4.72% | 108% | - | - | - | - | - |
Performance Comparison: SFY vs QQQ vs S&P 500
QQQ (Invesco QQQ Trust ETF) is the Sector Benchmark for SFY
| Total Return (including Dividends) | SFY | QQQ | S&P 500 |
|---|---|---|---|
| 1 Month | -10.18% | -9.79% | -8.88% |
| 3 Months | -16.75% | -17.35% | -14.53% |
| 12 Months | 6.23% | 4.04% | 4.14% |
| 5 Years | 91.60% | 112.30% | 98.04% |
| Trend Score (consistency of price movement) | SFY | QQQ | S&P 500 |
| 1 Month | -75.9% | -75.6% | -74.2% |
| 3 Months | -88.8% | -89% | -89.4% |
| 12 Months | 65.0% | 53.4% | 64% |
| 5 Years | 75.6% | 76.9% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. QQQ | vs. S&P 500 |
| 1 Month | #74 | -0.43% | -1.43% |
| 3 Month | #28 | 0.72% | -2.60% |
| 12 Month | #28 | 2.10% | 2.0% |
| 5 Years | #67 | -9.75% | -3.25% |
FAQs
Does SFY SoFi Select 500 outperforms the market?
Yes,
over the last 12 months SFY made 6.23%, while its related Sector, the Invesco QQQ Trust (QQQ) made 4.04%.
Over the last 3 months SFY made -16.75%, while QQQ made -17.35%.
Over the last 3 months SFY made -16.75%, while QQQ made -17.35%.
Performance Comparison SFY vs Indeces and Sectors
SFY vs. Indices SFY is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -0.55% | -1.30% | -1.29% | 2.09% |
| US NASDAQ 100 | QQQ | 0.10% | -0.39% | -0.37% | 2.19% |
| US Dow Jones Industrial 30 | DIA | 0.59% | -1.17% | -2.25% | 4.81% |
| German DAX 40 | DAX | -6.35% | -2.83% | -21.4% | -11.8% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -5.70% | -6.62% | -7.13% | -1.58% |
| Hongkong Hang Seng | HSI | -5.35% | -2.0% | -6.08% | -7.71% |
| India NIFTY 50 | INDA | -9.09% | -13.2% | -7.70% | 3.35% |
| Brasil Bovespa | EWZ | -5.99% | -5.02% | -6.27% | 18.4% |
SFY vs. Sectors SFY is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -1.20% | -0.80% | -10.3% | -5.83% |
| Consumer Discretionary | XLY | -0.07% | -1.82% | -4.26% | -0.54% |
| Consumer Staples | XLP | -4.46% | -12.9% | -13.4% | -4.48% |
| Energy | XLE | -5.48% | 3.36% | -2.23% | 20.5% |
| Financial | XLF | -2.05% | -2.81% | -10.1% | -7.21% |
| Health Care | XLV | -0.92% | -0.96% | -1.02% | 9.65% |
| Industrial | XLI | -1.69% | -3.08% | -1.66% | 3.82% |
| Materials | XLB | -2.84% | -3.31% | 4.42% | 15.2% |
| Real Estate | XLRE | -4.80% | -6.21% | -4.63% | -7.09% |
| Technology | XLK | 0.91% | 1.86% | 6.06% | 8.84% |
| Utilities | XLU | -2.96% | -7.28% | -7.13% | -12.3% |
| Aerospace & Defense | XAR | -2.28% | -7.03% | -10.1% | -14.3% |
| Biotech | XBI | -3.88% | 3.14% | 10.4% | 15.9% |
| Homebuilder | XHB | -1.96% | -1.64% | 13.9% | 17.6% |
| Retail | XRT | -3.55% | -5.48% | 1.37% | 12.9% |