SOFR ETF

$100.20

Returns Overview

1 Month
-0.00%
3 Months
+0.89%
6 Months
+1.78%
YTD
+1.74%
1 Year
+3.90%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would SOFR have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

This ETF (YTD)
+1.74%
Peer Avg (YTD)
+3.47%
vs Peers
-1.73%

SOFR ETF Performance

SOFR performance across multiple time periods: 1-month -0.00%, YTD 1.74%, 1-year 3.90%.

SOFR returns trail the peer average of 3.47% YTD. With an expense ratio of 0.20%, investors should weigh costs against performance when evaluating this ETF.

SOFR performance comparison shows side-by-side returns with another fund. SOFR alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month-0.00%N/A
3 Months+0.89%N/A
6 Months+1.78%N/A
1 Year+3.90%N/A

Periods up to 1 year are total returns; 3, 5 and 10 year figures are annualized