SFY Performance & Benchmarks - 24.9% in 12m
The Total Return for 3m is 20.2%, for 6m 10.8% and YTD 13%. Compare with Peer-Group: Large Growth
Performance Rating
70.94%
#8 in Peer-Group
Rel. Strength
75.20%
#1899 in Stock-Universe
Total Return 12m
24.85%
#32 in Peer-Group
Total Return 5y
108.85%
#25 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | USD |
|---|---|
| 52 Week High | 122.79 USD |
| 52 Week Low | 90.25 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 75.83 |
| Buy/Sell Signal +-5 | 0.00 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: SFY (24.9%) vs QQQ (20.6%)
5y Drawdown (Underwater) Chart
Top Performer in Large Growth
Short Term Performance
| Symbol | 1w | 1m | 3m |
|---|---|---|---|
| SFY | 0.16% | 3.48% | 20.2% |
| BUZZ | -0.74% | 6.44% | 36.2% |
| CNEQ | 3.18% | 6.03% | 35.1% |
| FBCG | 1.06% | 4.37% | 25.0% |
Long Term Performance
| Symbol | 6m | 12m | 5y |
|---|---|---|---|
| SFY | 10.8% | 24.9% | 109% |
| VCAR | 0.40% | 118% | 88.2% |
| BUZZ | 26.3% | 52.3% | 39.0% |
| CNEQ | 18.3% | 48.2% | 56.8% |
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 |
|---|---|---|---|---|---|---|---|---|
| GARP BATS iShares MSCI USA Quality |
1.67% | 20.4% | 131% | - | - | - | - | - |
| STLG BATS iShares Factors US Growth |
3.01% | 21.8% | 130% | - | - | - | - | - |
| TMFC BATS Motley Fool 100 Index |
2.65% | 24.1% | 121% | - | - | - | - | - |
| QGRO NYSE ARCA American Century U.S. |
0.22% | 27.7% | 109% | - | - | - | - | - |
| IWY NYSE ARCA iShares Russell Top 200 |
3.68% | 22.2% | 127% | - | - | - | - | - |
| FDMO NYSE ARCA Fidelity Momentum Factor |
2.59% | 24.5% | 105% | - | - | - | - | - |
| QQQ NASDAQ Invesco QQQ Trust |
2.42% | 20.6% | 116% | - | - | - | - | - |
| SFY NYSE ARCA SoFi Select 500 |
3.48% | 24.9% | 109% | - | - | - | - | - |
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 | 3.48% | 2.42% | 2.30% |
| 3 Months | 20.22% | 18.97% | 14.32% |
| 12 Months | 24.85% | 20.62% | 16.19% |
| 5 Years | 108.85% | 116.30% | 106.47% |
| Trend Stabilty (consistency of price movement) | SFY | QQQ | S&P 500 |
|---|---|---|---|
| 1 Month | 95.4% | 93.6% | 88.4% |
| 3 Months | 98.3% | 97.8% | 97.4% |
| 12 Months | 57.2% | 55.3% | 49.8% |
| 5 Years | 75.3% | 76.7% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. QQQ | vs. S&P 500 |
|---|---|---|---|
| 1 Month | 73 %th | 1.03% | 1.15% |
| 3 Month | 70 %th | 1.05% | 5.16% |
| 12 Month | 75 %th | 3.51% | 7.46% |
| 5 Years | 58 %th | -3.45% | 1.15% |
FAQs
Does SoFi Select 500 (SFY) outperform the market?
Yes,
over the last 12 months SFY made 24.85%, while its related Sector, the Invesco QQQ Trust (QQQ) made 20.62%.
Over the last 3 months SFY made 20.22%, while QQQ made 18.97%.
Performance Comparison SFY vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
SFY vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 0.5% | 1.2% | 5.1% | 9% |
| US NASDAQ 100 | QQQ | 0.2% | 1.1% | 2.3% | 4% |
| German DAX 40 | DAX | 1.1% | 2.9% | 0.5% | -4% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 3% | 0.4% | 1.6% | 5% |
| Hongkong Hang Seng | HSI | 1% | -0.8% | -17.4% | -17% |
| India NIFTY 50 | INDA | 2.8% | 8.9% | 7.6% | 33% |
| Brasil Bovespa | EWZ | 2.3% | 11.5% | 4% | 23% |
SFY vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 1.3% | 4.5% | 5.3% | -2% |
| Consumer Discretionary | XLY | 0.8% | 1.6% | 15% | 6% |
| Consumer Staples | XLP | 2.1% | 5% | 8.6% | 20% |
| Energy | XLE | 0.4% | 0.7% | 9.7% | 28% |
| Financial | XLF | 1.5% | 3.5% | 8.3% | 3% |
| Health Care | XLV | 4.1% | 6.7% | 21.2% | 36% |
| Industrial | XLI | 1.1% | 0.4% | 0.3% | 4% |
| Materials | XLB | 4.1% | 3.6% | 11% | 28% |
| Real Estate | XLRE | 3.4% | 3.5% | 9.3% | 21% |
| Technology | XLK | -0.4% | -0.3% | -3.4% | 4% |
| Utilities | XLU | -1.5% | -1.4% | -0.8% | 4% |
| Aerospace & Defense | XAR | 1.5% | 0.8% | -12.8% | -20% |
| Biotech | XBI | 2.3% | 0.2% | 18.4% | 38% |
| Homebuilder | XHB | 3.6% | 0.1% | 16.3% | 38% |
| Retail | XRT | 3.9% | 1.7% | 12.5% | 24% |
SFY vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -4.4% | -5.38% | 8.79% | 22% |
| Natural Gas | UNG | 2.1% | 14.5% | 26.9% | 24% |
| Gold | GLD | 2.5% | 4.1% | -6.4% | -9% |
| Silver | SLV | 6.3% | 1.9% | -6.1% | -1% |
| Copper | CPER | 24.3% | 16.7% | 8.6% | 20% |
SFY vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | -1% | 4.6% | 9.6% | 29% |
| iShares High Yield Corp. Bond | HYG | 0.2% | 3.3% | 7% | 16% |