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BMBL vs. SOXX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between BMBL and SOXX is 0.51, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.

BMBL vs. SOXX

Last updated May 30, 2025

Compare and contrast key facts about Bumble Inc. (BMBL) and iShares PHLX Semiconductor ETF (SOXX).

SOXX is a passively managed fund by iShares that tracks the performance of the PHLX Semiconductor Sector Index. It was launched on Jul 10, 2001.

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BMBL or SOXX.

Performance

BMBL vs. SOXX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Bumble Inc. (BMBL) and iShares PHLX Semiconductor ETF (SOXX). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Sharpe Ratio

BMBL:

-0.66

SOXX:

-0.26

Sortino Ratio

BMBL:

-0.69

SOXX:

-0.10

Omega Ratio

BMBL:

0.90

SOXX:

0.99

Calmar Ratio

BMBL:

-0.50

SOXX:

-0.28

Martin Ratio

BMBL:

-1.12

SOXX:

-0.62

Ulcer Index

BMBL:

42.50%

SOXX:

18.89%

Daily Std Dev

BMBL:

71.81%

SOXX:

43.87%

Max Drawdown

BMBL:

-95.37%

SOXX:

-70.21%

Current Drawdown

BMBL:

-92.41%

SOXX:

-20.83%

Returns By Period

In the year-to-date period, BMBL achieves a -26.41% return, which is significantly lower than SOXX's -2.85% return.

BMBL

YTD

-26.41%

1M

39.95%

6M

-30.11%

1Y

-47.32%

3Y*

-40.88%

5Y*

N/A

10Y*

N/A

SOXX

YTD

-2.85%

1M

14.56%

6M

-1.35%

1Y

-11.41%

3Y*

14.57%

5Y*

21.08%

10Y*

21.31%

*Annualized

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Bumble Inc.

iShares PHLX Semiconductor ETF

Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

Risk-Adjusted Performance

BMBL vs. SOXX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
BMBL
The Risk-Adjusted Performance Rank of BMBL is 1818
Overall Rank
The Sharpe Ratio Rank of BMBL is 1515
Sharpe Ratio Rank
The Sortino Ratio Rank of BMBL is 1818
Sortino Ratio Rank
The Omega Ratio Rank of BMBL is 1616
Omega Ratio Rank
The Calmar Ratio Rank of BMBL is 1919
Calmar Ratio Rank
The Martin Ratio Rank of BMBL is 2020
Martin Ratio Rank
SOXX
The Risk-Adjusted Performance Rank of SOXX is 88
Overall Rank
The Sharpe Ratio Rank of SOXX is 99
Sharpe Ratio Rank
The Sortino Ratio Rank of SOXX is 1010
Sortino Ratio Rank
The Omega Ratio Rank of SOXX is 1010
Omega Ratio Rank
The Calmar Ratio Rank of SOXX is 55
Calmar Ratio Rank
The Martin Ratio Rank of SOXX is 88
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

BMBL vs. SOXX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Bumble Inc. (BMBL) and iShares PHLX 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.

The current BMBL Sharpe Ratio is -0.66, which is lower than the SOXX Sharpe Ratio of -0.26. The chart below compares the historical Sharpe Ratios of BMBL and SOXX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

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Go to the full Sharpe Ratio tool to analyze any stock or portfolio. Customize time frames, set your own risk-free rate, and more

Dividends

BMBL vs. SOXX - Dividend Comparison

BMBL has not paid dividends to shareholders, while SOXX's dividend yield for the trailing twelve months is around 0.71%.

TTM20242023202220212020201920182017201620152014
BMBL
Bumble Inc.		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 PHLX Semiconductor ETF		0.71%0.67%0.78%1.25%0.64%0.81%1.23%1.37%0.90%1.08%1.29%1.56%

Drawdowns

BMBL vs. SOXX - Drawdown Comparison

The maximum BMBL drawdown since its inception was -95.37%, which is greater than SOXX's maximum drawdown of -70.21%. Use the drawdown chart below to compare losses from any high point for BMBL and SOXX.

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Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

Volatility

BMBL vs. SOXX - Volatility Comparison

Bumble Inc. (BMBL) has a higher volatility of 26.00% compared to iShares PHLX Semiconductor ETF (SOXX) at 9.45%. This indicates that BMBL'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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