SoFi Social 50 ETF (SFYF)
SFYF is a passive ETF by Toroso Investments tracking the investment results of the SFYF-US - SoFi Social 50 Index. SFYF launched on May 8, 2019 and has a 0.29% expense ratio.
ETF Info
ISIN | US8863644055 |
---|---|
CUSIP | 886364405 |
Issuer | Toroso Investments |
Inception Date | May 8, 2019 |
Region | North America (U.S.) |
Category | All Cap Equities |
Index Tracked | SFYF-US - SoFi Social 50 Index |
Asset Class | Equity |
Asset Class Size | Multi-Cap |
Asset Class Style | Blend |
Expense Ratio
The SoFi Social 50 ETF has a high expense ratio of 0.29%, indicating higher-than-average management fees.
Share Price Chart
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Compare to other instruments
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Popular comparisons: SFYF vs. XLY, SFYF vs. VTI, SFYF vs. VOO, SFYF vs. XLG, SFYF vs. PTNQ, SFYF vs. FDFIX, SFYF vs. FTEC, SFYF vs. SFY, SFYF vs. BST, SFYF vs. SFYX
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in SoFi Social 50 ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
SoFi Social 50 ETF had a return of 1.23% year-to-date (YTD) and 38.95% in the last 12 months.
Period | Return | Benchmark |
---|---|---|
Year-To-Date | 1.23% | 5.84% |
1 month | -7.56% | -2.98% |
6 months | 24.31% | 22.02% |
1 year | 38.95% | 24.47% |
5 years (annualized) | N/A | 11.44% |
10 years (annualized) | N/A | 10.46% |
Monthly Returns Heatmap
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | -4.38% | 12.08% | 1.29% | |||||||||
2023 | -4.97% | -6.35% | 13.30% | 6.74% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
SoFi Social 50 ETF(SFYF)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for SoFi Social 50 ETF (SFYF) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
SoFi Social 50 ETF granted a 1.69% dividend yield in the last twelve months. The annual payout for that period amounted to $0.51 per share.
Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 |
---|---|---|---|---|---|---|
Dividend | $0.51 | $0.51 | $0.23 | $0.10 | $0.11 | $0.15 |
Dividend yield | 1.69% | 1.71% | 1.19% | 0.26% | 0.40% | 0.73% |
Monthly Dividends
The table displays the monthly dividend distributions for SoFi Social 50 ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | $0.00 | $0.00 | $0.00 | |||||||||
2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.33 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.18 |
2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.16 |
2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.05 |
2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.03 |
2019 | $0.01 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.14 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below displays the maximum drawdowns of the SoFi Social 50 ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the SoFi Social 50 ETF was 56.09%, occurring on Dec 28, 2022. The portfolio has not yet recovered.
The current SoFi Social 50 ETF drawdown is 27.16%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
---|---|---|---|---|---|---|
-56.09% | Nov 9, 2021 | 286 | Dec 28, 2022 | — | — | — |
-41.39% | Feb 13, 2020 | 24 | Mar 18, 2020 | 85 | Jul 20, 2020 | 109 |
-15.15% | Mar 16, 2021 | 41 | May 12, 2021 | 11 | May 27, 2021 | 52 |
-12.51% | Sep 2, 2020 | 16 | Sep 24, 2020 | 40 | Nov 19, 2020 | 56 |
-11.52% | Jul 16, 2019 | 60 | Oct 8, 2019 | 48 | Dec 16, 2019 | 108 |
Volatility
Volatility Chart
The current SoFi Social 50 ETF volatility is 6.14%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.