SoFi Technologies, Inc. (SOFI) Total Return:10.29%(TTM)
The total return cagr for SoFi Technologies, Inc. (SOFI) is +10.29% over the latest trailing 12-month period. The comparable SPY value is +22.12%. Year-to-date total return is -39.38%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in SOFI
$15,143
(1.5x return)
Invested on Nov 30, 2020
Growth of $10,000 in SPY (S&P 500)
$21,417
(2.1x return)
Invested on Nov 30, 2020
Hypothetical Growth of $10,000
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.
Recent Performance Indicators
YTD Total Return
-39.4%
1-Year Total Return
+10.3%
Current Dividend Yield
0.00%
Price CAGR vs. Total Return CAGR
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 | +10.3% | +10.3% | — |
| 3 Years | +24.7% | +24.7% | — |
| 5 Years | (7.2%) | (7.2%) | — |
| 10 Years | — | — | — |
| 15 Years | — | — | — |
| 20 Years | — | — | — |
About SoFi Technologies, Inc.
SoFi Technologies, Inc. specializes in delivering a wide array of online financial solutions. The company's business is structured across three main divisions: Lending, Technology Platform, and Financial Services. Through its diverse offerings, SoFi empowers its members to manage their money comprehensively, facilitating borrowing, saving, spending, investing, and asset protection. Its lending portfolio includes student loans, personal loans for various needs like debt consolidation or home improvements, and home mortgages. Furthermore, SoFi provides services for cash management and investment, complemented by its robust technology services. This technology segment features Galileo, a platform serving both financial and non-financial institutions; Apex, a technology-driven platform for investment custody and clearing brokerage; and Technisys, a cutting-edge, cloud-native core banking platform designed for multiple products. Established in 2011, SoFi Technologies, Inc. is based in San Francisco, California.
- Sector
- Financial Services
- Industry
- Financial - Credit Services
- CEO
- Anthony J. Noto