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SOXX: iShares Semiconductor ETF (ETF)
Basic Info 539.77 62.95(10.44%) June 05
| Asset Class: | Technology |
| MyPlanIQ Rating: | (27%) |
| Start Date: | 10/15/2010 |
| Last Dividend Date: | 03/17/2026 |
| 12-Mo. Yield | 0.80% |
| Expenses | 0.35% |
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Performance Analytics (As of 06/01/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -5.2 | 79.3 | 151.6 | 50.6 | 31.2 | 34.1 | 26.4 | 27.0 | 40.7 | 12.9 | 67.1 | -35.1 | 44.1 | 52.7 | 62.4 | -6.5 | 39.8 | 38.4 | -2.0 | 29.8 | 41.6 | 6.6 | -10.6 | 15.1 |
| Sharpe Ratio | NA | 9.32 | 5.06 | 1.39 | 0.84 | 1.0 | NA | 0.86 | 0.97 | 0.27 | 2.27 | -0.84 | 1.47 | 1.14 | 2.34 | -0.28 | 2.25 | 1.7 | -0.09 | 1.59 | 2.37 | 0.3 | -0.34 | 5.34 |
| Draw Down(%) | NA | 15.8 | 15.8 | 41.4 | 45.8 | 45.8 | NA | 45.8 | 34.2 | 24.9 | 17.9 | 45.5 | 14.6 | 34.3 | 18.2 | 25.2 | 10.2 | 15.6 | 24.6 | 16.5 | 7.9 | 20.0 | 30.5 | 4.5 |
| Standard Deviation(%) | NA | 40.0 | 33.8 | 35.6 | 35.9 | 33.4 | NA | 30.0 | 39.4 | 34.8 | 28.3 | 43.4 | 30.0 | 45.9 | 26.1 | 28.0 | 17.5 | 22.5 | 22.7 | 18.8 | 17.5 | 22.1 | 30.9 | 17.8 |
| Treynor Ratio | NA | 2.69 | 1.23 | 0.37 | 0.24 | 0.28 | NA | 0.22 | 0.29 | 0.06 | 0.49 | -0.31 | 0.34 | 0.51 | 0.49 | -0.07 | 0.29 | 0.32 | -0.02 | 0.27 | 0.36 | 0.06 | -0.09 | 0.88 |
| Alpha | NA | 0.3 | 0.16 | 0.03 | 0.02 | 0.02 | NA | 0.01 | 0.05 | -0.08 | -0.01 | 0.01 | 0.01 | 0.02 | 0.0 | -0.03 | -0.03 | 0.07 | -0.03 | 0.03 | 0.02 | -0.03 | -0.04 | 0.15 |
| Beta | NA | 1.39 | 1.39 | 1.35 | 1.28 | 1.2 | NA | 1.18 | 1.29 | 1.44 | 1.31 | 1.19 | 1.31 | 1.02 | 1.24 | 1.05 | 1.35 | 1.17 | 1.05 | 1.11 | 1.15 | 1.17 | 1.14 | 1.08 |
| RSquared | NA | 0.67 | 0.71 | 0.8 | 0.81 | 0.79 | NA | 0.78 | 0.86 | 0.82 | 0.76 | 0.87 | 0.77 | 0.8 | 0.74 | 0.78 | 0.75 | 0.76 | 0.69 | 0.7 | 0.69 | 0.76 | 0.86 | 0.67 |
| Yield(%) | N/A | 0.1 | N/A | N/A | N/A | N/A | N/A | N/A | 0.8 | 0.3 | 1.3 | 0.8 | 0.9 | 1.2 | 2.0 | 1.2 | 1.2 | 1.5 | 1.2 | 2.0 | 1.6 | 1.3 | 0.7 | 0.0 |
| Dividend Growth(%) | N/A | -87.9 | N/A | N/A | N/A | N/A | N/A | N/A | 19.1 | -68.0 | 3.3 | 26.5 | 12.3 | -0.8 | 44.1 | 40.7 | 15.6 | 14.5 | -20.5 | 68.8 | 33.1 | 55.3 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/13/2001
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