All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

SOFI: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

SOFI real return snapshot: after CPI-U inflation, SOFI returned +1.55% over the past year and −33.03% YTD, with dividends reinvested. Since Nov. 30, 2020, SOFI is up +34.35% in real purchasing-power return, or +5.44%/yr, and is currently −45.52% below its real total-return high on Nov. 12, 2025.

Data ending Mon Jun. 29, 2026

Mon 2020-11-30💬 to Mon 2026-06-29 YTD
Return
1 Year
Return
SOFI
×
−33.03%
2026-06-29
+1.55%
2026-06-29
SoFi Technologies Inc. NASDAQ Common Stock

Returns

Mon 2020-11-30💬 to Mon 2026-06-29 Overall
Return
Exponential
Trendline
SOFI
×
+34.35%
+5.44%/yr
+3.17%/yr
(R2=0.009)
SoFi Technologies Inc. NASDAQ Common Stock

Growth of $10,000

Mon 2020-11-30💬 to Mon 2026-06-29 Start
Value
End
Value
SOFI
×
$10,000.00
2020-11-30
$13,435.02
2026-06-29
SoFi Technologies Inc. NASDAQ Common Stock

Annual Returns

Year SOFI
2026 (YTD) −33.03%
2025 +65.57%
2024 +50.44%
2023 +108.84%
2022 −72.61%
2021 +18.73%
2020 +18.59%

Drawdowns

Mon 2020-11-30💬 to Mon 2026-06-29 Current
Drawdown
Worst
Drawdown
SOFI
×
−45.52%
from 2025-11-12 peak
−85.33%
2022-12-07
from 2021-02-01 peak
SoFi Technologies Inc. NASDAQ Common Stock

Rolling Returns

Period ending Mon 2026-06-29 1
Year
2
Years
3
Years
5
Years
10
Years
SOFI
×
+1.55% +157.16%
+60.36%/yr
+89.51%
+23.75%/yr
−22.12%
−4.88%/yr
SoFi Technologies Inc. NASDAQ Common Stock