Amplify Samsung SOFR ETF (SOFR) Performance
SOFR total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +2.9% since Dec 31, 2025
- 1 year
- +3.7% total return
- Since first price
- +13.7% since 2023
SOFR trailing returns vs SPY, QQQ, AGG
| Period | SOFR total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | +0.3% | −0.0% | −1.0% | −5.0% | +0.9% |
| 3 months | +0.9% | −0.1% | +3.2% | +1.9% | −0.4% |
| 6 months | +1.8% | −0.0% | +7.8% | +8.4% | −1.5% |
| YTD | +2.9% | +0.2% | +12.3% | +15.1% | −1.0% |
| 1 year | +3.7% | −0.1% | +14.4% | +15.9% | −1.1% |
| Since inceptionNov 15, 2023 | +13.7% | +0.3% | — | — | — |
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: SOFR vs SPY
From Nov 15, 2023: SOFR grew to $11,371, SPY to $17,524.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
SOFR returns by calendar year
2 of 2 full years positive. Best 2024 (+5.2%), worst 2025 (+4.3%). 2026 is year to date.
SOFR annual returns table
| Year | SOFR | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +2.9% | −0.3% | +12.3% | +15.1% | −1.0% |
| 2025 | +4.3% | −0.4% | +17.7% | +20.8% | +7.2% |
| 2024 | +5.2% | −0.4% | +24.9% | +25.6% | +1.3% |
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.
SOFR risk statistics
| Statistic | Since 2023 |
|---|---|
| Annualized return | +4.5% |
| Volatility (annualized) | 0.3% |
| Sharpe ratio | 0.23 |
| Sortino ratio | 0.34 |
| Best month | +0.6% |
| Worst month | −0.0% |
| Best 12 months | +5.2% |
| Worst 12 months | +3.7% |
| Positive months | 97% |
| 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.
SOFR rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 24 | +3.6% | +4.4% | +5.2% | 100% |
Every holding period starting at a month-end since 2023. Returns for 3 years and longer are annualized.
SOFR performance overview
Amplify Samsung SOFR ETF (SOFR) returned +3.7% over the past year, with distributions reinvested. Since its first recorded price on Nov 15, 2023 it has returned +13.7%. Over the same year S&P 500 (SPY) returned +14.4%.
Related: SOFR chart, SOFR dividends. See the SOFR overview for the latest quote and fund facts.
SOFR performance FAQ
What is the SOFR return over the past year?
SOFR returned +3.7% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it fell 0.1%.
How much would $10,000 invested in SOFR be worth?
$10,000 invested in SOFR at its first recorded close on November 15, 2023 would be worth about $11,371 on October 23, 2026 with distributions reinvested.
What was the worst year for SOFR?
The worst calendar year was 2025, with a total return of +4.3%. The best was 2024 at +5.2%.
How volatile is SOFR?
Over the past history SOFR had an annualized volatility of 0.3% and a Sharpe ratio of 0.23 (excess return over 1–3 month T-bills per unit of risk).