SoFi

Statistics as of Apr 02, 2025

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Found total of 4 distinct funds
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Tip: click “3yr Sharpe” ratio to sort and find fund with best returns (reward) & the smallest drops (risk). Click on a few of these to compare them in the Ticker Box.
NameExpense RatioTTM Yield3yr SharpeYTD Return3yr Return1yr ReturnTotal Assets6M Money Flow
Large Growth
Expense Ratio
0.05%
TTM Yield
1.0%
3yr Sharpe
0.27
YTD Return
-5.2%
3yr Return
30.8%
1yr Return
13.0%
Total Assets
$449M
6M Money Flow
-$480M
Large Growth
Expense Ratio
0.29%
TTM Yield
0.3%
3yr Sharpe
0.05
YTD Return
-8.9%
3yr Return
22.9%
1yr Return
23.2%
Total Assets
$22M
6M Money Flow
$4M
Mid-Cap Blend
Expense Ratio
0.06%
TTM Yield
1.3%
3yr Sharpe
-0.14
YTD Return
-3.7%
3yr Return
7.4%
1yr Return
2.1%
Total Assets
$25M
6M Money Flow
-$77M
Short Government
Expense Ratio
0.49%
TTM Yield
12.6%
3yr Sharpe
-
YTD Return
2.0%
3yr Return
-
1yr Return
6.2%
Total Assets
$52M
6M Money Flow
$12M