SOXX
SOXX is the iShares PHLX Semiconductor ETF. It seeks to track the investment results of an index composed of U.S. equities in the semiconductor sector, specifically the PHLX Semiconductor Sector Index.
Asset Summary
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Asset Performance Metrics and Risk Characteristics:
Metrics below use daily returns for Jan 1, 2026 – Oct 7, 2026 (YTD).
Understanding asset performance is crucial for evaluating investment quality and making informed decisions. Metrics like trailing return and drawdown provide insights into how an asset has performed over time, its volatility, and the efficiency of its returns relative to risk. Performance indicators help assess the stability, risk, and reward of an investment, allowing investors and portfolio managers to make comparisons and strategize accordingly.
1 Month Trailing Return
11.55%
Represents the percentage change in asset value over the past month.
3 Month Trailing Return
6.84%
Indicates the percentage change in asset value over the last three months.
Period Max Drawdown
29.01%
The highest percentage drop from the peak value to the lowest point during the observed period.
Standard Deviation
48.76%
Shows how much the asset’s daily returns deviate from the average, annualized for the entire period.
Sharpe Ratio
1.95
Measures the average return earned in excess of the risk-free rate per unit of volatility, annualized.
Calmar Ratio
3.28
The ratio of the annualized return to the maximum drawdown, reflecting the return per unit of risk.
Asset Technical Analysis
Technical analysis involves evaluating an asset's price and volume data to forecast future movements and make informed trading decisions. Using indicators such as moving averages, pivot levels, momentum studies, and candlestick pattern scans can clarify trend strength and volatility. The tabs below summarize moving averages, pivots, technical indicators, candlestick patterns, and recent prices for this symbol.
Analysis
Moving Averages
Moving Averages are commonly used to smooth out price data and identify trends over a specific period. Here’s a summary of the latest moving averages for various periods:
| Type/Period | |
|---|---|
| SMA | |
| EMA | |
| WMA | |
| WEMA |
- SMA (Simple Moving Average): Reflects the average price over a specific number of periods.
- EMA (Exponential Moving Average): Gives more weight to recent prices, making it more responsive to new information.
- WMA (Weighted Moving Average): Assigns a weight to each price, emphasizing more recent prices.
- WEMA (Weighted Exponential Moving Average): Combines elements of both WMA and EMA for a more responsive moving average.
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Start Optimizing NowFrequently Asked Questions
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Risks include sector-specific volatility, as SOXX is concentrated in the semiconductor industry, and general market risk. The ETF’s performance may be affected by factors impacting semiconductor companies.
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Historical performance data for SOXX includes its annual and cumulative returns, NAV performance, and comparison to the PHLX Semiconductor Sector Index. It is important to review this data to understand the ETF’s historical performance.
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SOXX typically distributes dividends on a quarterly basis. Dividends are derived from the income generated by the ETF’s underlying holdings.
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SOXX’s portfolio is rebalanced periodically to reflect changes in the PHLX Semiconductor Sector Index. The ETF adjusts its holdings to match the index’s composition and weightings.
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Factors include changes in semiconductor industry conditions, technological advancements, market demand for semiconductor products, and general economic conditions. Performance may also be affected by the ETF’s expense ratio and tracking error.
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Similar ETFs include: SMH (VanEck Vectors Semiconductor ETF): Tracks the performance of the MVIS U.S. Listed Semiconductor 25 Index. XSD (S&P Semiconductor Select Industry ETF): Tracks the S&P Semiconductor Select Industry Index. SOXL (Direxion Daily Semiconductor Bull 3X Shares): Provides 3x daily leveraged exposure to the semiconductor sector.
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Key performance metrics for SOXX include its net asset value (NAV), expense ratio, tracking error relative to the PHLX Semiconductor Sector Index, and historical returns over various periods.
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Yes, SOXX can be held in retirement accounts such as IRAs or 401(k)s. It offers exposure to the semiconductor sector, which may be suitable for investors looking to diversify their portfolios.
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SOXX is managed by BlackRock and aims to provide investment results that correspond to the performance of the PHLX Semiconductor Sector Index. The ETF invests in a diversified portfolio of semiconductor-related companies.
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SOXX can be purchased through brokerage accounts just like other ETFs. It is listed on major stock exchanges under the ticker symbol "SOXX" and can be traded during regular market hours.
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Disclaimers
The information displayed on this site is sourced from third-party providers and is believed to be reliable. OHLCX has not independently verified this data and does not guarantee its accuracy. Content is for educational and informational purposes only and is not financial or investment advice.
With any investment, your capital is at risk. Past performance is no guarantee of future results. Consult your provider's terms and privacy policies where applicable.
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