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iShares PHLX Semiconductor ETF

SOXX
ETF · Currency in USD
ISIN
US4642875235
CUSIP
464287523
Issuer
iShares
Inception Date
Jul 10, 2001
Region
North America (U.S.)
Category
Technology Equities
Expense Ratio
0.46%
Index Tracked
PHLX Semiconductor Sector Index
ETF Home Page
www.ishares.com
Asset Class
Equity
Asset Class Size
Large-Cap
Asset Class Style
Growth

SOXXPrice Chart


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S&P 500

SOXXPerformance

The chart shows the growth of $10,000 invested in iShares PHLX Semiconductor ETF on Jan 5, 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $102,089 for a total return of roughly 920.89%. All prices are adjusted for splits and dividends.


SOXX (iShares PHLX Semiconductor ETF)
Benchmark (S&P 500)

SOXXReturns in periods

Returns over 1 year are annualized

PeriodReturn
1M6.02%
YTD18.06%
6M37.73%
1Y96.48%
5Y39.29%
10Y24.42%

SOXXMonthly Returns Heatmap


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SOXXSharpe 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 current iShares PHLX Semiconductor ETF Sharpe ratio is 3.06. A Sharpe ratio of 3.0 or higher is considered excellent.

The chart below displays rolling 12-month Sharpe Ratio.


SOXX (iShares PHLX Semiconductor ETF)
Benchmark (S&P 500)

SOXXDividends

iShares PHLX Semiconductor ETF granted a 0.70% dividend yield in the last twelve months, as of Apr 11, 2021. The annual payout for that period amounted to $3.14 per share.


PeriodTTM20202019201820172016201520142013201220112010
Dividend$3.14$3.08$3.10$2.15$1.53$1.32$1.16$1.45$0.86$0.65$0.42$0.22
Dividend yield
0.70%0.81%1.23%1.37%0.90%1.08%1.29%1.56%1.18%1.24%0.84%0.39%

SOXXDrawdowns Chart


SOXX (iShares PHLX Semiconductor ETF)
Benchmark (S&P 500)

SOXXWorst Drawdowns

The table below shows the maximum drawdowns of the iShares 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 {{portfolioName}} is 34.25%, recorded on Mar 20, 2020. It took 53 trading sessions for the portfolio to recover.


Depth
Start
To Bottom
Bottom
To Recover
End
Total
-34.25%Feb 20, 202022Mar 20, 202053Jun 5, 202075
-30.5%Feb 18, 2011127Aug 19, 2011431May 9, 2013558
-25.25%Mar 13, 2018199Dec 24, 201859Mar 21, 2019258
-24.64%Jun 2, 201560Aug 25, 2015225Jul 18, 2016285
-23.11%Apr 16, 201096Aug 31, 201060Nov 24, 2010156
-18.16%Apr 25, 201926May 31, 201937Jul 24, 201963
-16.45%Sep 19, 201417Oct 13, 201429Nov 21, 201446
-14.6%Feb 17, 202114Mar 8, 202118Apr 1, 202132
-14.01%Jan 11, 201018Feb 4, 201032Mar 23, 201050
-12.37%Jan 24, 201812Feb 8, 201817Mar 6, 201829

SOXXVolatility Chart

Current iShares PHLX Semiconductor ETF volatility is 27.56%. 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.


SOXX (iShares PHLX Semiconductor ETF)
Benchmark (S&P 500)

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