Sofi Select 500 Etf Performance
| SFY Etf | USD 104.43 0.13 0.12% |
The entity has a beta of 0.96, which indicates possible diversification benefits within a given portfolio. SoFi Select returns are very sensitive to returns on the market. As the market goes up or down, SoFi Select is expected to follow.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days SoFi Select 500 has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of fairly strong technical and fundamental indicators, SoFi Select is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors. ...more
1 | Should SoFi Select 500 ETF Be on Your Investing Radar - Yahoo Finance | 12/30/2024 |
2 | Acquisition by Saxton Ronald L of 42234 shares of SoFi Select subject to Rule 16b-3 | 02/18/2025 |
3 | Disposition of 1009 shares by Swift Terry E of SoFi Select at 0.17 subject to Rule 16b-3 | 02/28/2025 |
4 | Acquisition by Swift Terry E of 81550 shares of SoFi Select subject to Rule 16b-3 | 03/05/2025 |
5 | Is SoFi Select 500 ETF a Strong ETF Right Now | 03/19/2025 |
| In Threey Sharp Ratio | 0.54 |
SoFi |
SoFi Select Relative Risk vs. Return Landscape
If you would invest 11,083 in SoFi Select 500 on December 21, 2024 and sell it today you would lose (640.00) from holding SoFi Select 500 or give up 5.77% of portfolio value over 90 days. SoFi Select 500 is generating negative expected returns assuming volatility of 1.3464% on return distribution over 90 days investment horizon. In other words, 12% of etfs are less volatile than SoFi, and above 99% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
SoFi Select Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for SoFi Select's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as SoFi Select 500, and traders can use it to determine the average amount a SoFi Select's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.0682
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| Negative Returns | SFY |
Estimated Market Risk
| 1.35 actual daily | 12 88% of assets are more volatile |
Expected Return
| -0.09 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.07 actual daily | 0 Most of other assets perform better |
Based on monthly moving average SoFi Select is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of SoFi Select by adding SoFi Select to a well-diversified portfolio.
SoFi Select Fundamentals Growth
SoFi Etf prices reflect investors' perceptions of the future prospects and financial health of SoFi Select, and SoFi Select fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on SoFi Etf performance.
| Return On Asset | -2.12 | |||
| Profit Margin | (283.50) % | |||
| Operating Margin | (20.78) % | |||
| Current Valuation | 1.18 B | |||
| Shares Outstanding | 44.55 M | |||
| Price To Earning | 63.75 X | |||
| Price To Book | 1.05 X | |||
| Price To Sales | 0.03 X | |||
| Revenue | 302.01 M | |||
| Cash And Equivalents | 7.32 M | |||
| Cash Per Share | 0.16 X | |||
| Total Debt | 1.18 B | |||
| Cash Flow From Operations | 82.61 M | |||
| Earnings Per Share | (32.00) X | |||
| Total Asset | 353.45 M | |||
| Retained Earnings | (1.1 B) | |||
| Current Asset | 48.23 M | |||
| Current Liabilities | 95 M | |||
About SoFi Select Performance
Evaluating SoFi Select's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if SoFi Select has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if SoFi Select has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
Under normal circumstances, at least 80 percent of the funds total assets will be invested in the component securities of the index. Sofi Select is traded on NYSEARCA Exchange in the United States.| SoFi Select 500 generated a negative expected return over the last 90 days | |
| SoFi Select 500 has high likelihood to experience some financial distress in the next 2 years | |
| SoFi Select 500 has 1.18 B in debt. SoFi Select 500 has a current ratio of 0.5, suggesting that it has not enough short term capital to pay financial commitments when the payables are due. Debt can assist SoFi Select until it has trouble settling it off, either with new capital or with free cash flow. So, SoFi Select's shareholders could walk away with nothing if the company can't fulfill its legal obligations to repay debt. However, a more frequent occurrence is when companies like SoFi Select 500 sell additional shares at bargain prices, diluting existing shareholders. Debt, in this case, can be an excellent and much better tool for SoFi to invest in growth at high rates of return. When we think about SoFi Select's use of debt, we should always consider it together with cash and equity. | |
| The entity reported the last year's revenue of 302.01 M. Reported Net Loss for the year was (1.42 B) with profit before taxes, overhead, and interest of 435.1 M. | |
| About 74.0% of the company shares are owned by institutional investors | |
| Latest headline from zacks.com: Is SoFi Select 500 ETF a Strong ETF Right Now | |
| The fund maintains 99.69% of its assets in stocks |
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in SoFi Select 500. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in census. You can also try the AI Portfolio Architect module to use AI to generate optimal portfolios and find profitable investment opportunities.
The market value of SoFi Select 500 is measured differently than its book value, which is the value of SoFi that is recorded on the company's balance sheet. Investors also form their own opinion of SoFi Select's value that differs from its market value or its book value, called intrinsic value, which is SoFi Select's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because SoFi Select's market value can be influenced by many factors that don't directly affect SoFi Select's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between SoFi Select's value and its price as these two are different measures arrived at by different means. Investors typically determine if SoFi Select is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, SoFi Select's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.