Sofi Agentic AI ETF (AGIQ) Performance
AGIQ total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +17.0% since Dec 31, 2025
- 1 year
- +15.7% total return
- Since first price
- +33.9% since 2025
AGIQ trailing returns vs SPY, QQQ, AGG
| Period | AGIQ total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | −2.9% | −2.9% | −1.0% | −5.0% | +0.9% |
| 3 months | +14.5% | +14.5% | +3.2% | +1.9% | −0.4% |
| 6 months | +22.3% | +20.4% | +7.8% | +8.4% | −1.5% |
| YTD | +17.0% | +15.2% | +12.3% | +15.1% | −1.0% |
| 1 year | +15.7% | +13.5% | +14.4% | +15.9% | −1.1% |
| Since inceptionSep 3, 2025 | +33.9% | +31.3% | — | — | — |
Total return from adjusted closes (distributions reinvested, before tax). Periods of 3 years or more are also shown annualized. Price only excludes distributions.
Growth of $10,000: AGIQ vs SPY
From Sep 3, 2025: AGIQ grew to $13,393, SPY to $11,966.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
AGIQ returns by calendar year
2026 is year to date.
AGIQ annual returns table
| Year | AGIQ | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +17.0% | −18.3% | +12.3% | +15.1% | −1.0% |
Largest drop = deepest fall from a high within that calendar year.
Calendar-year return vs largest drop within the year
Most years include a sizable fall at some point even when the year ends higher.
AGIQ largest drawdowns
Now 4.4% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Nov 3, 2025 | −19.7% | Mar 30, 2026 | May 26, 2026 | 5 months | 7 months |
| Jun 1, 2026 | −10.6% | Jun 10, 2026 | Aug 10, 2026 | 9 days | 2 months |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
AGIQ risk statistics
| Statistic | Since 2025 |
|---|---|
| Annualized return | +23.7% |
| Volatility (annualized) | 25.1% |
| Sharpe ratio | 0.82 |
| Sortino ratio | 1.78 |
| Best month | +13.2% |
| Worst month | −7.0% |
| Best 12 months | +23.7% |
| Worst 12 months | +23.7% |
| Positive months | 50% |
| Beta vs S&P 500 | — |
| Correlation with S&P 500 | — |
From monthly total returns. Sharpe and Sortino use 1–3 month T-bills (BIL) as the risk-free rate, so they need history from 2007 on.
AGIQ rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 2 | +10.0% | +16.8% | +23.7% | 100% |
Every holding period starting at a month-end since 2025. Returns for 3 years and longer are annualized.
AGIQ performance overview
Sofi Agentic AI ETF (AGIQ) returned +15.7% over the past year, with distributions reinvested. Since its first recorded price on Sep 3, 2025 it has returned +33.9%. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −19.7%, from Nov 3, 2025 to Mar 30, 2026, and it took 57 days to get back to the old high. Volatility has been 25.1% a year.
Related: AGIQ chart, AGIQ holdings, AGIQ dividends, AGIQ valuation. See the AGIQ overview for the latest quote and fund facts.
AGIQ performance FAQ
What is the AGIQ return over the past year?
AGIQ returned +15.7% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 13.5%.
How much would $10,000 invested in AGIQ be worth?
$10,000 invested in AGIQ at its first recorded close on September 3, 2025 would be worth about $13,393 on October 23, 2026 with distributions reinvested.
What is the biggest drawdown of AGIQ?
The largest peak-to-trough decline was −19.7% between November 3, 2025 and March 30, 2026. It recovered to the old high on May 26, 2026, 57 days after the bottom.
How volatile is AGIQ?
Over the past history AGIQ had an annualized volatility of 25.1% and a Sharpe ratio of 0.82 (excess return over 1–3 month T-bills per unit of risk).