SOFX ETF

SOFX ETF
$6.80
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Returns Overview

1 Month
+14.71%
3 Months
-16.41%
6 Months
-23.05%
YTD
-67.42%
1 Year
-72.06%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would SOFX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

This ETF (YTD)
-67.42%
Peer Avg (YTD)
+6.77%
vs Peers
-74.19%

SOFX ETF Performance

SOFX performance across multiple time periods: 1-month 14.71%, YTD -67.42%, 1-year -72.06%.

SOFX returns trail the peer average of 6.77% YTD. With an expense ratio of 1.33%, investors should weigh costs against performance when evaluating this ETF.

SOFX vs another fund shows side-by-side returns. SOFX alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+14.71%N/A
3 Months-16.41%N/A
6 Months-23.05%N/A
1 Year-72.06%N/A

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