(SFY) SoFi Select 500 - Performance 15% in 12m
Compare SFY with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
70.28%
#12 in Group
Rel. Strength
69.45%
#2439 in Universe
Total Return 12m
15.00%
#27 in Group
Total Return 5y
105.05%
#25 in Group
P/E -
(?) Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield -
(?) Percentile in Group
12m Total Return: SFY (15%) vs QQQ (12.7%)
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. |
3.85% | 22.5% | 135% | - | - | - | - | - |
| GARP BATS iShares MSCI USA Quality |
2.18% | 16% | 143% | - | - | - | - | - |
| TMFC BATS Motley Fool 100 Index |
1.8% | 19.5% | 131% | - | - | - | - | - |
| IWY NYSE ARCA iShares Russell Top 200 |
1.53% | 14.8% | 134% | - | - | - | - | - |
| STLG BATS iShares Factors US Growth |
2.3% | 16% | 133% | - | - | - | - | - |
| SCHG NYSE ARCA Schwab U.S. Large-Cap |
1.52% | 14.7% | 132% | - | - | - | - | - |
| FDMO NYSE ARCA Fidelity Momentum Factor |
1.68% | 15.5% | 105% | - | - | - | - | - |
| VONG NASDAQ Vanguard Russell 1000 |
1.59% | 14.2% | 125% | - | - | - | - | - |
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 | 0.33% | 1.40% | -0.87% |
| 3 Months | -7.83% | -8.83% | -7.58% |
| 12 Months | 15.00% | 12.67% | 11.88% |
| 5 Years | 105.05% | 127.97% | 110.33% |
| Trend Score (consistency of price movement) | SFY | QQQ | S&P 500 |
| 1 Month | 23.2% | 29.6% | 23% |
| 3 Months | -86.9% | -86.5% | -88.5% |
| 12 Months | 57.2% | 43.1% | 55.1% |
| 5 Years | 75.5% | 76.8% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. QQQ | vs. S&P 500 |
| 1 Month | #85 | -1.05% | 1.21% |
| 3 Month | #21 | 1.09% | -0.27% |
| 12 Month | #30 | 2.07% | 2.80% |
| 5 Years | #68 | -10.1% | -2.51% |
FAQs
Does SFY SoFi Select 500 outperforms the market?
Yes,
over the last 12 months SFY made 15.00%, while its related Sector, the Invesco QQQ Trust (QQQ) made 12.67%.
Over the last 3 months SFY made -7.83%, while QQQ made -8.83%.
Over the last 3 months SFY made -7.83%, while QQQ made -8.83%.
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 | 0.90% | 1.20% | 0.04% | 3.12% |
| US NASDAQ 100 | QQQ | -0.13% | -1.07% | -0.39% | 2.33% |
| US Dow Jones Industrial 30 | DIA | 1.84% | 3.51% | 0.13% | 5.80% |
| German DAX 40 | DAX | 2.13% | -0.99% | -19.5% | -9.68% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 4.86% | 3.15% | 3.03% | 9.04% |
| Hongkong Hang Seng | HSI | 1.89% | 0.27% | -1.88% | 1.11% |
| India NIFTY 50 | INDA | 3.74% | -3.73% | -0.25% | 11.9% |
| Brasil Bovespa | EWZ | 1.70% | -4.27% | -3.66% | 20.8% |
SFY vs. Sectors SFY is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 0.65% | 1.38% | -6.09% | -8.96% |
| Consumer Discretionary | XLY | 0.82% | 0.43% | -2.47% | 1.68% |
| Consumer Staples | XLP | 4.40% | 0.13% | -5.27% | 3.80% |
| Energy | XLE | 5.38% | 14.2% | 5.83% | 26.1% |
| Financial | XLF | 2.29% | 2.44% | -7.56% | -7.69% |
| Health Care | XLV | 0.98% | 4.12% | 1.73% | 13.3% |
| Industrial | XLI | 0.48% | 0.22% | -0.67% | 5.41% |
| Materials | XLB | 1.51% | 2.76% | 7.45% | 18.5% |
| Real Estate | XLRE | 2.42% | 1.64% | 0.93% | -3.09% |
| Technology | XLK | -1.55% | -1.36% | 3.38% | 7.27% |
| Utilities | XLU | 3.74% | 0.27% | -2.08% | -6.83% |
| Aerospace & Defense | XAR | -0.05% | -6.06% | -13.5% | -11.6% |
| Biotech | XBI | -0.40% | -1.95% | 12.7% | 16.8% |
| Homebuilder | XHB | 1.59% | 2.60% | 14.9% | 22.0% |
| Retail | XRT | 2.47% | 0.89% | 5.61% | 17.7% |