SoFi Social 50 ETF (SFYF) Performance
SFYF total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +13.3% since Dec 31, 2025
- 1 year
- +13.8% total return
- 5 years
- +11.0% a year
- Since first price
- +17.5% a year since 2019
SFYF trailing returns vs SPY, QQQ, AGG
| Period | SFYF total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | −3.8% | −3.8% | −1.0% | −5.0% | +0.9% |
| 3 months | +7.4% | +7.4% | +3.2% | +1.9% | −0.4% |
| 6 months | +10.7% | +10.5% | +7.8% | +8.4% | −1.5% |
| YTD | +13.3% | +13.0% | +12.3% | +15.1% | −1.0% |
| 1 year | +13.8% | +13.4% | +14.4% | +15.9% | −1.1% |
| 3 years | +152.3%+36.1%/yr | +148.5% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| 5 years | +68.5%+11.0%/yr | +61.9% | +79.3%+12.4%/yr | +94.0%+14.2%/yr | −0.8%−0.2%/yr |
| Since inceptionMay 8, 2019 | +232.5%+17.5%/yr | +215.0% | — | — | — |
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: SFYF vs SPY
From May 8, 2019: SFYF grew to $33,248, SPY to $29,489.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
SFYF returns by calendar year
5 of 6 full years positive. Best 2023 (+56.8%), worst 2022 (−47.7%). 2026 is year to date.
SFYF annual returns table
| Year | SFYF | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +13.3% | −13.7% | +12.3% | +15.1% | −1.0% |
| 2025 | +30.0% | −26.5% | +17.7% | +20.8% | +7.2% |
| 2024 | +44.6% | −16.9% | +24.9% | +25.6% | +1.3% |
| 2023 | +56.8% | −19.0% | +26.2% | +54.9% | +5.7% |
| 2022 | −47.7% | −51.0% | −18.2% | −32.6% | −13.0% |
| 2021 | +35.8% | −15.2% | +28.7% | +27.4% | −1.8% |
| 2020 | +33.6% | −41.4% | +18.3% | +48.6% | +7.5% |
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.
SFYF largest drawdowns
Now 5.3% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Nov 8, 2021 | −56.1% | Dec 28, 2022 | Nov 11, 2024 | 1.1 years | 3.0 years |
| Feb 12, 2020 | −41.4% | Mar 18, 2020 | Jul 20, 2020 | 35 days | 5 months |
| Feb 18, 2025 | −26.5% | Apr 8, 2025 | Jun 26, 2025 | 49 days | 4 months |
| Oct 29, 2025 | −15.2% | Mar 30, 2026 | Apr 22, 2026 | 5 months | 6 months |
| Mar 15, 2021 | −15.2% | May 12, 2021 | May 27, 2021 | 58 days | 2 months |
| Sep 1, 2020 | −12.5% | Sep 24, 2020 | Nov 19, 2020 | 23 days | 3 months |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
SFYF risk statistics
| Statistic | 3 years | 5 years | Since 2019 |
|---|---|---|---|
| Annualized return | +35.3% | +12.4% | +19.3% |
| Volatility (annualized) | 21.9% | 28.1% | 29.4% |
| Sharpe ratio | 1.31 | 0.43 | 0.66 |
| Sortino ratio | 2.81 | 0.67 | 1.11 |
| Best month | +14.7% | +19.6% | +21.8% |
| Worst month | −8.4% | −20.3% | −20.3% |
| Best 12 months | +55.7% | +56.8% | +111.3% |
| Worst 12 months | +18.7% | −47.7% | −47.7% |
| Positive months | 69% | 58% | 61% |
| Beta vs S&P 500 | 1.55 | 1.54 | — |
| Correlation with S&P 500 | 0.88 | 0.86 | — |
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.
SFYF rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 78 | −47.7% | +29.2% | +111.3% | 81% |
| 3-year (a year) | 54 | −3.1% | +10.4% | +43.4% | 91% |
| 5-year (a year) | 30 | +10.1% | +15.6% | +21.8% | 100% |
Every holding period starting at a month-end since 2019. Returns for 3 years and longer are annualized.
SFYF performance overview
SoFi Social 50 ETF (SFYF) returned +13.8% over the past year and +11.0% a year over five years, with distributions reinvested. Since its first recorded price in 2019 it has returned +17.5% a year, turning $10,000 into about $33,248. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −56.1%, from Nov 8, 2021 to Dec 28, 2022, and it took 1.9 years to get back to the old high. SFYF finished 5 of its 6 full calendar years with a gain; the best year was 2023 (+56.8%) and the worst 2022 (−47.7%). Volatility has been 29.4% a year.
Related: SFYF chart, SFYF holdings, SFYF dividends, SFYF valuation. See the SFYF overview for the latest quote and fund facts.
SFYF performance FAQ
What is the SFYF return over the past year?
SFYF returned +13.8% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 13.4%.
What is the average annual return of SFYF?
SFYF has returned +11.0% a year over 5 years, +17.5% a year since May 8, 2019 (total return, distributions reinvested).
How much would $10,000 invested in SFYF be worth?
$10,000 invested in SFYF at its first recorded close on May 8, 2019 would be worth about $33,248 on October 23, 2026 with distributions reinvested.
What was the worst year for SFYF?
The worst calendar year was 2022, with a total return of −47.7%. The best was 2023 at +56.8%.
What is the biggest drawdown of SFYF?
The largest peak-to-trough decline was −56.1% between November 8, 2021 and December 28, 2022. It recovered to the old high on November 11, 2024, 1.9 years after the bottom.
How volatile is SFYF?
Over the past 3 years SFYF had an annualized volatility of 21.9% and a Sharpe ratio of 1.31 (excess return over 1–3 month T-bills per unit of risk).