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Invesco PHLX Semiconductor ETF (SOXQ)

ETF · Currency in USD
ISIN
US46138G6153
CUSIP
46138G615
Issuer
Invesco
Inception Date
Jun 11, 2021
Region
North America (U.S.)
Category
n/a
Expense Ratio
0.00%
Index Tracked
PHLX / Semiconductor
Asset Class
Equity

SOXQPrice Chart


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SOXQPerformance

The chart shows the growth of $10,000 invested in Invesco PHLX Semiconductor ETF on Jun 14, 2021 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $10,767 for a total return of roughly 7.67%. All prices are adjusted for splits and dividends.


SOXQ (Invesco PHLX Semiconductor ETF)
Benchmark (S&P 500)

SOXQReturns in periods

Returns over 1 year are annualized

PeriodReturnBenchmark
YTD-13.74%-7.73%
1M-10.98%-5.40%
6M6.93%0.70%
1Y7.67%3.54%
5YN/AN/A
10YN/AN/A

SOXQMonthly Returns Heatmap


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SOXQSharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The chart below displays rolling 12-month Sharpe Ratio.


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SOXQDividends

Invesco PHLX Semiconductor ETF granted a 0.84% dividend yield in the last twelve months, as of Jan 22, 2022. The annual payout for that period amounted to $0.23 per share.


PeriodTTM2021
Dividend$0.23$0.23

Dividend yield

0.84%0.72%

SOXQDrawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


SOXQ (Invesco PHLX Semiconductor ETF)
Benchmark (S&P 500)

SOXQWorst Drawdowns

The table below shows the maximum drawdowns of the Invesco PHLX Semiconductor ETF. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the Invesco PHLX Semiconductor ETF is 14.99%, recorded on Jan 21, 2022. The portfolio has not recovered from it yet.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-14.99%Dec 28, 202118Jan 21, 2022
-8.55%Sep 17, 202118Oct 12, 202114Nov 1, 202132
-6.63%Dec 8, 20219Dec 20, 20214Dec 27, 202113
-6.51%Jul 1, 202114Jul 21, 20217Jul 30, 202121
-6.39%Aug 5, 202110Aug 18, 20217Aug 27, 202117
-3.69%Nov 22, 20214Nov 26, 20211Nov 29, 20215
-3.04%Jun 15, 20214Jun 18, 20214Jun 24, 20218
-3.03%Nov 30, 20213Dec 2, 20213Dec 7, 20216
-2.73%Nov 9, 20212Nov 10, 20214Nov 16, 20216
-1.91%Aug 31, 20216Sep 8, 20213Sep 13, 20219

SOXQVolatility Chart

Current Invesco PHLX Semiconductor ETF volatility is 38.89%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.


SOXQ (Invesco PHLX Semiconductor ETF)
Benchmark (S&P 500)

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