Returns Overview

1 Month
-11.85%
3 Months
-29.48%
6 Months
-47.03%
YTD
-47.03%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would SOFA 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
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

-11.85%

3 Months Performance

-29.48%

6 Months Performance

-47.03%

1 Year Performance

-

SOFA ETF Performance

SOFA performance across multiple time periods: 1-month -11.85%, YTD -47.03%.

SOFA returns can be compared against peers and benchmarks. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this ETF.

SOFA performance comparison shows side-by-side returns with another fund. SOFA alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month-11.85%Jun 24, 2026 to Jul 24, 2026
3 Months-29.48%Apr 24, 2026 to Jul 24, 2026
6 Months-47.03%Feb 11, 2026 to Jul 24, 2026

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