Over the latest trailing 12-month period, total return cagr is -23.49%. The comparable SPY value is +17.76%. Year-to-date total return is -37.13%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in SOFI
$15,706
(1.6x return)
Invested on Nov 30, 2020
Growth of $10,000 in SPY (S&P 500)
$21,659
(2.2x return)
Invested on Nov 30, 2020
This chart illustrates the cumulative performance of a hypothetical $10,000 investment. It assumes that all dividends paid by both the stock and SPY are reinvested in additional shares on the payment date, showing the true long-term compounding impact of distributions.
YTD Total Return
-37.1%
1-Year Total Return
-23.5%
Current Dividend Yield
0.00%
Compound Annual Growth Rate (CAGR) is shown below. The difference between price CAGR and total return CAGR is the compound contribution of dividends reinvested.
| Holding Period | Price CAGR | Total Return CAGR | Dividend Addition |
|---|---|---|---|
| 1 Year | (23.5%) | (23.5%) | N/A |
| 3 Years | +20.3% | +20.3% | N/A |
| 5 Years | +0.9% | +0.9% | N/A |
| 10 Years | N/A | N/A | N/A |
| 15 Years | N/A | N/A | N/A |
| 20 Years |
| N/A |
| N/A |
| N/A |
