SOXX: iShares Semiconductor ETF (ETF)
Basic Info 216.9 4.49(2.11%) April 26
Asset Class: | Technology |
MyPlanIQ Rating: | (27%) |
Start Date: | 10/15/2010 |
Last Dividend Date: | 03/21/2024 |
12-Mo. Yield | 0.60% |
Expenses | 0.35% |
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Performance Analytics (As of 04/26/2024)
Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 9.3 | 13.1 | 64.9 | 15.6 | 27.2 | 25.4 | 22.8 | 70.3 | -35.1 | 44.1 | 52.7 | 62.4 | -6.5 | 39.8 | 38.4 | -2.0 | 29.8 | 41.6 | 6.6 | -10.6 | 15.1 |
Sharpe Ratio | NA | 1.4 | 2.17 | 0.4 | 0.71 | 0.81 | 0.77 | 2.36 | -0.84 | 1.47 | 1.14 | 2.34 | -0.28 | 2.25 | 1.7 | -0.09 | 1.59 | 2.37 | 0.3 | -0.34 | 5.34 |
Draw Down(%) | NA | 16.5 | 17.3 | 45.8 | 45.8 | 45.8 | 45.8 | 17.3 | 45.5 | 14.6 | 34.3 | 18.2 | 25.2 | 10.2 | 15.6 | 24.6 | 16.5 | 7.9 | 20.0 | 30.5 | 4.5 |
Standard Deviation(%) | NA | 30.6 | 28.2 | 33.7 | 35.9 | 30.0 | 28.4 | 28.2 | 43.4 | 30.0 | 45.9 | 26.1 | 28.0 | 17.5 | 22.5 | 22.7 | 18.8 | 17.5 | 22.1 | 30.9 | 17.8 |
Treynor Ratio | NA | 0.31 | 0.45 | 0.11 | 0.22 | 0.21 | 0.19 | 0.51 | -0.31 | 0.34 | 0.49 | 0.49 | -0.07 | 0.29 | 0.32 | -0.02 | 0.27 | 0.36 | 0.06 | -0.09 | 0.88 |
Alpha | NA | 0.09 | 0.05 | 0.02 | 0.02 | 0.01 | 0.01 | 0.0 | 0.01 | 0.01 | 0.02 | 0.0 | -0.03 | -0.03 | 0.07 | -0.03 | 0.03 | 0.02 | -0.03 | -0.04 | 0.15 |
Beta | NA | 1.38 | 1.35 | 1.23 | 1.17 | 1.16 | 1.15 | 1.31 | 1.19 | 1.31 | 1.07 | 1.24 | 1.05 | 1.35 | 1.17 | 1.05 | 1.11 | 1.15 | 1.17 | 1.14 | 1.08 |
RSquared | NA | 0.81 | 0.77 | 0.82 | 0.83 | 0.8 | 0.8 | 0.76 | 0.87 | 0.76 | 0.88 | 0.74 | 0.78 | 0.75 | 0.76 | 0.69 | 0.7 | 0.69 | 0.76 | 0.86 | 0.67 |
Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | 3.9 | 0.8 | 0.9 | 1.2 | 2.0 | 1.2 | 1.2 | 1.5 | 1.2 | 2.0 | 1.6 | 1.3 | 0.8 | 0.0 |
Dividend Growth(%) | N/A | -98.4 | N/A | N/A | N/A | N/A | N/A | 209.8 | 26.7 | 12.0 | -0.6 | 43.5 | 41.2 | 15.0 | 14.7 | -20.0 | 68.6 | 32.3 | 54.8 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/13/2001
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