SOXX (iShares Semiconductor ETF) — over the past 10 years it returned about 29.8% annualized on a total-return basis, yields roughly 0.26%, and had a worst drawdown near -45.8%. Here is the full picture — and you can backtest it yourself for free.
$10,000, 10 years on
A $10,000 investment 10 years ago, dividends reinvested, would be worth about $175,864 today.
Sortino
1.29
Volatility
34.0%
$10k → today
$175,864
Dividend history
| Year | Dividend / share | YoY growth |
|---|---|---|
| 2020 | $1.02 | — |
| 2021 | $1.15 | 12.3% |
| 2022 | $1.46 | 26.5% |
| 2023 | $1.50 | 3.3% |
| 2024 | $1.44 | -3.9% |
| 2025 | $1.72 | 19.1% |
Risk & return vs the S&P 500
| Metric | SOXX | SPY |
|---|---|---|
| CAGR | 29.8% | 14.4% |
| Volatility | 34.0% | 17.6% |
| Sharpe | 0.94 | 0.85 |
| Sortino | 1.29 | 1.04 |
| Max drawdown | -45.8% | -33.7% |
| Dividend yield | 0.26% | 1.00% |