Performance

DAVE+20.05%SOFI-40.62%

RETURNS	1D	YTD	1Y	5Y Ann.	Max DD	Sharpe	Div. Yield
DAVE	+1.46%	+27.66%	+20.05%	—	-37.78%	0.57	0.00%
SOFI	+3.33%	-36.02%	-40.62%	-5.77%	-55.85%	-0.72	0.00%

Summary

DAVE vs SOFI

Over the past year, DAVE returned +20.05% against -40.62% for SOFI. DAVE had the higher Sharpe ratio over the past year (0.57 vs -0.72), meaning more return for each unit of volatility. The worst peak-to-trough drop over the past year was -37.78% for DAVE and -55.85% for SOFI. Their daily returns had a correlation of 0.55 over the past year, which is moderate.