Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| SOXX (iShares Semiconductor ETF) | 15.00% | 1.04% | 23.87% | 22.13% | 24.84% | NA | NA | 22.93% |
Data as of 07/21/2025, AR inception is 10/15/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SOXX (iShares Semiconductor ETF) | 10/15/2010 | 07/21/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.28 | 1.04 | 23.87 | 22.13 | 24.84 | NA | NA | 22.93 | 15.00 | 12.92 | 67.12 | -35.09 | 44.09 | 52.72 | 62.43 | -6.48 | 39.79 | 38.35 | -2.01 | 29.85 | 41.57 | 6.63 | -10.60 | 15.08 |
| Sharpe Ratio | NA | -0.03 | 0.66 | 0.58 | 0.72 | NA | NA | 0.70 | 0.57 | 0.27 | 2.27 | -0.84 | 1.47 | 1.14 | 2.34 | -0.28 | 2.25 | 1.70 | -0.09 | 1.59 | 2.37 | 0.30 | -0.34 | 5.34 |
| Standard Deviation(%) | NA | 42.94 | 36.18 | 35.34 | 32.55 | NA | NA | 29.66 | 45.76 | 34.77 | 28.28 | 43.38 | 30.01 | 45.89 | 26.10 | 28.00 | 17.46 | 22.45 | 22.66 | 18.82 | 17.50 | 22.09 | 30.92 | 17.78 |
| Draw Down(%) | NA | 36.78 | 41.36 | 45.75 | 45.75 | NA | NA | 45.75 | 34.24 | 24.94 | 17.87 | 45.52 | 14.60 | 34.25 | 18.16 | 25.24 | 10.21 | 15.64 | 24.64 | 16.46 | 7.94 | 20.00 | 30.50 | 4.51 |
| Yield(%) | 0.00 | 0.67 | 0.80 | 1.15 | 2.94 | 4.16 | 3.12 | 4.46 | 0.34 | 0.26 | 1.31 | 0.79 | 0.91 | 1.20 | 1.96 | 1.23 | 1.25 | 1.49 | 1.24 | 2.02 | 1.58 | 1.29 | 0.74 | 0.00 |
Data as of 07/21/2025, AR inception is 10/15/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SOXX (iShares Semiconductor ETF) |
7.00%
Dec 2021 - Dec 2024 |
7.69%
Feb 2011 - Feb 2016 |
20.80%
Apr 2015 - Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SOXX (iShares Semiconductor ETF) |
52.90%
Dec 2018 - Dec 2021 |
39.31%
Feb 2016 - Feb 2021 |
28.65%
Dec 2011 - Dec 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart