BB vs. SOXX
BB (BlackBerry Limited) is a stock, while SOXX (iShares Semiconductor ETF) is Semiconductors fund tracking the NYSE Semiconductor Index. Over the past 10 years, BB returned 4.88%/yr vs 34.00%/yr for SOXX. At a 0.47 correlation, their price movements are largely independent.
Performance
BB vs. SOXX - Performance Comparison
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Returns By Period
In the year-to-date period, BB achieves a 182.59% return, which is significantly higher than SOXX's 84.03% return. Over the past 10 years, BB has underperformed SOXX with an annualized return of 4.88%, while SOXX has yielded a comparatively higher 34.00% annualized return.
BB
- 1D
- -2.37%
- 1M
- 16.54%
- 6M
- 167.75%
- YTD
- 182.59%
- 1Y
- 165.76%
- 3Y*
- 30.04%
- 5Y*
- 0.09%
- 10Y*
- 4.88%
SOXX
- 1D
- -4.77%
- 1M
- -7.11%
- 6M
- 67.77%
- YTD
- 84.03%
- 1Y
- 125.94%
- 3Y*
- 48.43%
- 5Y*
- 31.11%
- 10Y*
- 34.00%
BB vs. SOXX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BB BlackBerry Limited | 182.59% | 0.26% | 6.78% | 8.59% | -65.13% | 41.03% | 3.27% | -9.70% | -36.35% | 62.12% |
SOXX iShares Semiconductor ETF | 84.03% | 40.74% | 12.92% | 67.12% | -35.09% | 44.09% | 52.72% | 62.42% | -6.49% | 39.79% |
Correlation
The correlation between BB and SOXX is 0.36, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.36 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.40 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.50 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.47 |
Correlation (All Time) Calculated using the full available price history since Jul 13, 2001 | 0.47 |
The correlation between BB and SOXX shifts across timeframes, from 0.36 (1 year) to 0.50 (5 years), reflecting how their relationship changes across market environments.
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Return for Risk
BB vs. SOXX — Risk / Return Rank
BB
SOXX
BB vs. SOXX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackBerry Limited (BB) and iShares Semiconductor ETF (SOXX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| BB | SOXX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.10 | ||
| Sortino ratioReturn per unit of downside risk | +0.54 | ||
| Omega ratioGain probability vs. loss probability | 1.47 | 1.44 | +0.02 |
| Calmar ratioReturn relative to maximum drawdown | 4.51 | 8.03 | -3.52 |
| Martin ratioReturn relative to average drawdown | 9.40 | 25.14 | -15.74 |
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Drawdowns
BB vs. SOXX - Drawdown Comparison
The maximum BB drawdown since its inception was -98.57%, which is greater than SOXX's maximum drawdown of -70.21%. Use the drawdown chart below to compare losses from any high point for BB and SOXX.
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Drawdown Indicators
| BB | SOXX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -98.57% | -70.21% | -28.36% |
Max Drawdown (1Y)Largest decline over 1 year | -37.00% | -15.77% | -21.23% |
Max Drawdown (3Y)Largest decline over 3 years | -62.32% | -41.36% | -20.96% |
Max Drawdown (5Y)Largest decline over 5 years | -82.01% | -45.75% | -36.26% |
Max Drawdown (10Y)Largest decline over 10 years | -91.59% | -45.75% | -45.84% |
Current DrawdownCurrent decline from peak | -92.74% | -15.48% | -77.26% |
Average DrawdownAverage peak-to-trough decline | -72.15% | -19.92% | -52.23% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 17.72% | 5.03% | +12.69% |
Volatility
BB vs. SOXX - Volatility Comparison
BlackBerry Limited (BB) has a higher volatility of 27.96% compared to iShares Semiconductor ETF (SOXX) at 22.50%. This indicates that BB's price experiences larger fluctuations and is considered to be riskier than SOXX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BB | SOXX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 27.96% | 22.50% | +5.46% |
Volatility (6M)Calculated over the trailing 6-month period | 46.62% | 36.44% | +10.18% |
Volatility (1Y)Calculated over the trailing 1-year period | 57.34% | 42.11% | +15.23% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 58.26% | 37.77% | +20.49% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 60.36% | 34.27% | +26.09% |
Dividends
BB vs. SOXX - Dividend Comparison
BB has not paid dividends to shareholders, while SOXX's dividend yield for the trailing twelve months is around 0.27%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BB BlackBerry Limited | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SOXX iShares Semiconductor ETF | 0.27% | 0.57% | 0.67% | 0.78% | 1.26% | 0.64% | 0.81% | 1.23% | 1.37% | 0.90% | 1.08% | 1.29% |
Frequently Asked Questions
BB and SOXX have a correlation of 0.36, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BB has higher volatility (27.96%) compared to SOXX (22.50%). In terms of maximum drawdown, BB dropped -98.57% vs SOXX's -70.21%.
SOXX currently has the higher Sharpe Ratio (3.01 vs 2.91), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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