Summary
SOXX
Prices · period metrics · 12M
NAV as of 16/07/2026
02/04/2025 → 02/04/2026
Return 117.02% Volatility 39.76% Sharpe 1.94
Official loaded data — not a live quote.

ISHARES SEMICONDUCTOR ETF

Symbol: SOXX

Exchange: NASDAQ

Sector: Technology

Category: Technology

Inception date: 10/07/2001

Latest date: 16/07/2026

Current price: $530.50

Expense ratio: 0.34%

Assets under management
$47.8B
-1.59% daily change

Period performance

Adjusted cumulative ETF performance, normalized to the first available adjusted price in the selected period.

Adjusted return
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Performance metrics

Period total return

-10.27%

Ann. -32.12% (Sharpe / Sortino numerator)

Volatility

45.63%

Sharpe ratio

-0.783

VaR 95%

-4.81%

CVaR 95%: -4.95%
Max drawdown: -10.27%
Sortino ratio: -1.326
Calmar ratio: -3.13

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

30.74%

Ann. 38.08% (Sharpe / Sortino numerator)

Volatility

37.66%

Sharpe ratio

0.915

VaR 95%

-4.32%

CVaR 95%: -4.68%
Max drawdown: -15.77%
Sortino ratio: 1.329
Calmar ratio: 2.42

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

55.07%

Ann. 46.22% (Sharpe / Sortino numerator)

Volatility

37.33%

Sharpe ratio

1.141

VaR 95%

-4.32%

CVaR 95%: -5.00%
Max drawdown: -15.77%
Sortino ratio: 1.613
Calmar ratio: 2.93

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

117.02%

Ann. 80.69% (Sharpe / Sortino numerator)

Volatility

39.76%

Sharpe ratio

1.938

VaR 95%

-4.03%

CVaR 95%: -5.73%
Max drawdown: -15.77%
Sortino ratio: 2.554
Calmar ratio: 5.12

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

105.12%

Ann. 23.78% (Sharpe / Sortino numerator)

Volatility

38.04%

Sharpe ratio

0.530

VaR 95%

-4.01%

CVaR 95%: -5.74%
Max drawdown: -41.36%
Sortino ratio: 0.693
Calmar ratio: 0.57

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

205.69%

Ann. 32.87% (Sharpe / Sortino numerator)

Volatility

34.88%

Sharpe ratio

0.838

VaR 95%

-3.56%

CVaR 95%: -5.13%
Max drawdown: -41.36%
Sortino ratio: 1.144
Calmar ratio: 0.79

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Daily returns for period 12M

Daily simple returns from the same adjusted closes used by the performance chart: 16/07/2025 - 16/07/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.345%

Best day

8.388%

11/06/2026
Worst day

-10.444%

05/06/2026
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
16/07/2026 $539.05 $545.55 $525.43 $530.50 10,343,300
15/07/2026 $575.12 $575.88 $538.53 $555.27 10,199,600
14/07/2026 $580.51 $580.67 $560.24 $567.92 7,372,300
13/07/2026 $563.58 $566.65 $550.26 $553.61 8,307,000
10/07/2026 $571.99 $585.79 $566.67 $581.34 5,861,000
09/07/2026 $589.50 $594.99 $579.14 $581.70 10,026,200
08/07/2026 $544.66 $564.50 $543.87 $562.03 7,195,400
07/07/2026 $551.93 $558.06 $536.12 $551.69 12,285,700
06/07/2026 $583.15 $598.00 $580.48 $581.51 8,419,400
02/07/2026 $601.24 $608.11 $554.91 $566.32 16,092,600