SoFi Technologies, Inc. (SOFI) Stock Total Returns
Growth of $10,000 chart
2021-06-03 to 2026-06-03 to
$
%
%
Loading chart…
Investment Performance
Final Value
$7,355
Total Return
-26.45%
CAGR
-5.96%
Dividends
$0.00
Yield on Cost
0.00%
Rolling Returns
1-Month (21 Trading Days)
| Average | +1.36% |
| Median | -2.08% |
| Best | +104.19% |
| Worst | -37.36% |
| % of Windows Positive | 46.3% |
1-Year (252 Trading Days)
| Average | +37.56% |
| Median | +34.36% |
| Best | +278.52% |
| Worst | -77.76% |
| % of Windows Positive | 66.7% |
3-Year (756 Trading Days)
| Average | +146.86% |
| Median | +114.38% |
| Best | +570.02% |
| Worst | -72.57% |
| % of Windows Positive | 72.6% |
Risk Metrics
| Maximum Drawdown | -82.00% |
| Average Drawdown | -51.72% |
| Drawdown Duration | 1053 Trading Days |
| Sortino Ratio | 0.36 |
| Calmar Ratio | -0.07 |
| CVaR (5%) | -8.87% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | -36.29% (-65.67% ann.) | $3628.73 | $0.00 | $0.00 | $0.00 |
| 2025 | +70.00% | +$7000.00 | $0.00 | $0.00 | $0.00 |
| 2024 | +54.77% | +$5477.38 | $0.00 | $0.00 | $0.00 |
| 2023 | +115.84% | +$11583.51 | $0.00 | $0.00 | $0.00 |
| 2022 | -70.84% | $7084.12 | $0.00 | $0.00 | $0.00 |
| 2021 partial | +29.59% (+29.99% ann.) | +$2959.02 | $0.00 | $0.00 | $0.00 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Reopening reflation / fiscal boom / supply bottlenecks partial | January 4, 2021 – November 29, 2021 | +51.07% | +58.09% | +$5106.56 | $0.00 | $0.00 | $0.00 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -71.05% | -73.18% | $7104.65 | $0.00 | $0.00 | $0.00 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +52.06% | +25.37% | +$5205.99 | $0.00 | $0.00 | $0.00 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – June 3, 2026 | +105.67% | +52.62% | +$10567.20 | $0.00 | $0.00 | $0.00 |
Dividend History
| Date | Per Share | Yield % |
|---|---|---|
| Total | 0 payments |
No dividends recorded.
All calculations use split-adjusted closing prices. Dividends are reinvested on the ex-dividend date at that day's closing price.
For each rolling window, returns are calculated at every possible starting point:
return = (value[i] ÷ value[i − windowSize] − 1) × 100
- Windows
- 1-month = 21 trading days, 1-year = 252 trading days, 3-year = 756 trading days.
- Statistics
- Average: arithmetic mean. Median: middle value when sorted. Best / Worst: max and min. % Positive: share of windows with return > 0.
The series is segmented by calendar year:
return = (endValue ÷ startValue − 1) × 100
startValue is the last value of the prior year (or the first value for the initial year). Partial first/last years are flagged. Dividends, taxes, and transaction costs are scaled proportionally to the initial investment.