Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SOXX (iShares Semiconductor ETF) | 79.92% | 139.74% | 48.82% | 31.27% | 34.18% | 26.77% | NA | … | … |
Data as of 06/10/2026, Common starting date is 10/15/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SOXX (iShares Semiconductor ETF) | 10/15/2010 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -12.05 | 139.74 | 48.82 | 31.27 | 34.18 | 26.77 | NA | … | … | 79.92 | 40.74 | 12.92 | 67.12 | -35.09 | 44.09 | 52.72 | 62.43 | -6.48 | 39.79 | 38.35 | -2.01 | 29.85 | 41.57 | 6.63 | -10.60 | 15.08 |
| Sharpe Ratio | NA | 4.13 | 1.33 | 0.78 | 0.96 | NA | NA | … | … | 6.57 | 0.97 | 0.27 | 2.27 | -0.84 | 1.47 | 1.14 | 2.34 | -0.28 | 2.25 | 1.70 | -0.09 | 1.59 | 2.37 | 0.30 | -0.34 | 5.34 |
| Standard Deviation(%) | NA | 36.03 | 36.31 | 36.33 | 33.62 | NA | NA | … | … | 43.90 | 39.36 | 34.77 | 28.28 | 43.38 | 30.01 | 45.89 | 26.10 | 28.00 | 17.46 | 22.45 | 22.66 | 18.82 | 17.50 | 22.09 | 30.92 | 17.78 |
| Draw Down(%) | NA | 15.77 | 41.36 | 45.75 | 45.75 | NA | NA | … | … | 15.77 | 34.24 | 24.94 | 17.87 | 45.52 | 14.60 | 34.25 | 18.16 | 25.24 | 10.21 | 15.64 | 24.64 | 16.46 | 7.94 | 20.00 | 30.50 | 4.51 |
| Yield(%) | 0.00 | 0.73 | 0.41 | 0.69 | 2.80 | 3.82 | 3.24 | … | … | 0.07 | 0.79 | 0.26 | 1.31 | 0.79 | 0.91 | 1.20 | 1.96 | 1.23 | 1.25 | 1.49 | 1.24 | 2.02 | 1.58 | 1.29 | 0.74 | 0.00 |
Data as of 06/10/2026, Common starting date is 10/15/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SOXX (iShares Semiconductor ETF) |
7.00%
Dec 2021 – Dec 2024 |
7.69%
Feb 2011 – Feb 2016 |
20.80%
Apr 2015 – Apr 2025 |
21.75%
Dec 2010 – Dec 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SOXX (iShares Semiconductor ETF) |
54.06%
May 2023 – May 2026 |
39.31%
Feb 2016 – Feb 2021 |
34.85%
May 2016 – May 2026 |
26.45%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart