Cathie Wood's ARK Innovation Stocks Performance Guide: Compare Returns of S&P 500 and SoFi Technologies (SOFI)
Values are based on monthly closes adjusted for splits and dividends from Alpha Vantage.
| Compare Returns for S&P 500 and SOFI | ||
|---|---|---|
| S&P 500 | SOFI | |
| Start Date | Dec-01-2020 | Dec-31-2020 |
| Start Price | $2,581.86 | $12.44 |
| End Date | Jul-01-2024 | Jul-26-2024 |
| End Price | $5,475.09 | $7.41 |
| Number Monthly Prices | 44 | 44 |
| Min Date | Oct-01-2022 | Dec-30-2022 |
| Min Price | $3,897.91 | $4.61 |
| Max Date | Jul-01-2024 | Jan-29-2021 |
| Max Price | $5,475.09 | $25.14 |
| Total Return | 23.79% | -40.43% |
| Annualized Return | 5.99% | -13.18% |
| Current Value of $1,000 Purchase | $1,238 | $596 |
| Number Returns | 946 | 946 |
| Average Return | 1.15% | -19.89% |
| Minimum Return | -25.54% | -81.66% |
| Maximum Return | 40.46% | 148.37% |
| Number Profitable Returns | 514 | 291 |
| Percent Profitable Returns | 54.33% | 30.76% |
| Number Unprofitable Returns | 432 | 655 |
| Percent Unprofitable Returns | 45.67% | 69.24% |
| Profitable to Unprofitable Returns Ratio | 1.19 | 0.44 |
SOFI Performance Table and Chart
SOFI Dollar-cost Average
SOFI Trendline Chart
SOFI Moving Average Chart
SOFI Stock Return Map - See Patterns of Gains and Losses
SOFI Stock Returns/Purchase Dates