Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SOXQ (Invesco PHLX Semiconductor ETF) | 92.48% | 171.59% | 59.09% | NA | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/14/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SOXQ (Invesco PHLX Semiconductor ETF) | 06/14/2021 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 6.16 | 171.59 | 59.09 | NA | NA | NA | NA | … | … | 92.48 | 43.11 | 20.16 | 66.74 | -35.59 | 23.10 |
| Sharpe Ratio | NA | 4.86 | 1.43 | NA | NA | NA | NA | … | … | 8.42 | 1.00 | 0.47 | 2.23 | -0.86 | 1.89 |
| Standard Deviation(%) | NA | 33.45 | 35.98 | NA | NA | NA | NA | … | … | 38.78 | 40.29 | 35.39 | 28.52 | 43.37 | 23.95 |
| Draw Down(%) | NA | 15.59 | 39.36 | NA | NA | NA | NA | … | … | 15.59 | 34.69 | 25.14 | 17.46 | 45.96 | 8.54 |
| Yield(%) | 0.00 | 0.71 | 1.01 | 1.09 | 0.55 | 0.36 | 0.27 | … | … | 0.12 | 0.71 | 0.84 | 1.46 | 0.85 | 0.88 |
Data as of 06/04/2026, Common starting date is 06/14/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SOXQ (Invesco PHLX Semiconductor ETF) |
8.61%
Mar 2022 – Mar 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SOXQ (Invesco PHLX Semiconductor ETF) |
55.93%
May 2023 – May 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart