Invesco PHLX Semiconductor ETF (SOXQ) Performance
SOXQ total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +52.5% since Dec 31, 2025
- 1 year
- +58.0% total return
- 5 years
- +27.2% a year
- Since first price
- +26.4% a year since 2021
SOXQ trailing returns vs SPY, QQQ, AGG
| Period | SOXQ total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | −14.0% | −14.0% | −1.0% | −5.0% | +0.9% |
| 3 months | −12.6% | −12.7% | +3.2% | +1.9% | −0.4% |
| 6 months | +7.1% | +6.9% | +7.8% | +8.4% | −1.5% |
| YTD | +52.5% | +52.1% | +12.3% | +15.1% | −1.0% |
| 1 year | +58.0% | +57.4% | +14.4% | +15.9% | −1.1% |
| 3 years | +232.3%+49.2%/yr | +226.4% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| 5 years | +233.0%+27.2%/yr | +218.9% | +79.3%+12.4%/yr | +94.0%+14.2%/yr | −0.8%−0.2%/yr |
| Since inceptionJun 11, 2021 | +251.5%+26.4%/yr | +235.6% | — | — | — |
Total return from adjusted closes (distributions reinvested, before tax). Periods of 3 years or more are also shown annualized. Price only excludes distributions.
Growth of $10,000: SOXQ vs SPY
From Jun 11, 2021: SOXQ grew to $35,153, SPY to $19,274.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
SOXQ returns by calendar year
3 of 4 full years positive. Best 2023 (+66.8%), worst 2022 (−35.6%). 2026 is year to date.
SOXQ annual returns table
| Year | SOXQ | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +52.5% | −28.6% | +12.3% | +15.1% | −1.0% |
| 2025 | +43.1% | −34.7% | +17.7% | +20.8% | +7.2% |
| 2024 | +20.2% | −25.1% | +24.9% | +25.6% | +1.3% |
| 2023 | +66.8% | −17.4% | +26.2% | +54.9% | +5.7% |
| 2022 | −35.6% | −46.0% | −18.2% | −32.6% | −13.0% |
Largest drop = deepest fall from a high within that calendar year.
Calendar-year return vs largest drop within the year
Most years include a sizable fall at some point even when the year ends higher.
SOXQ largest drawdowns
Now 26.2% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Dec 27, 2021 | −46.0% | Oct 14, 2022 | Dec 13, 2023 | 10 months | 2.0 years |
| Jul 10, 2024 | −39.4% | Apr 8, 2025 | Aug 13, 2025 | 9 months | 1.1 years |
| Jun 22, 2026 | −28.6% | Jul 29, 2026 | not yet | 37 days | 4 months so far |
| Mar 7, 2024 | −16.6% | Apr 19, 2024 | May 24, 2024 | 43 days | 3 months |
| Feb 25, 2026 | −15.6% | Mar 30, 2026 | Apr 8, 2026 | 33 days | 42 days |
| Oct 29, 2025 | −13.3% | Nov 20, 2025 | Dec 8, 2025 | 22 days | 40 days |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
SOXQ risk statistics
| Statistic | 3 years | 5 years | Since 2021 |
|---|---|---|---|
| Annualized return | +55.3% | +32.2% | +29.9% |
| Volatility (annualized) | 36.4% | 36.8% | 36.1% |
| Sharpe ratio | 1.27 | 0.84 | 0.81 |
| Sortino ratio | 2.94 | 1.57 | 1.50 |
| Best month | +38.4% | +38.4% | +38.4% |
| Worst month | −20.6% | −20.6% | −20.6% |
| Best 12 months | +171.1% | +171.1% | +171.1% |
| Worst 12 months | −12.2% | −35.6% | −35.6% |
| Positive months | 67% | 63% | 63% |
| Beta vs S&P 500 | 2.15 | 1.79 | — |
| Correlation with S&P 500 | 0.73 | 0.76 | — |
From monthly total returns. Sharpe and Sortino use 1–3 month T-bills (BIL) as the risk-free rate, so they need history from 2007 on.
SOXQ rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 53 | −35.6% | +36.5% | +171.1% | 75% |
| 3-year (a year) | 29 | +8.6% | +30.6% | +58.1% | 100% |
| 5-year (a year) | 5 | +26.6% | +28.6% | +34.7% | 100% |
Every holding period starting at a month-end since 2021. Returns for 3 years and longer are annualized.
SOXQ performance overview
Invesco PHLX Semiconductor ETF (SOXQ) returned +58.0% over the past year and +27.2% a year over five years, with distributions reinvested. Since its first recorded price in 2021 it has returned +26.4% a year, turning $10,000 into about $35,153. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −46.0%, from Dec 27, 2021 to Oct 14, 2022, and it took 1.2 years to get back to the old high. SOXQ finished 3 of its 4 full calendar years with a gain; the best year was 2023 (+66.8%) and the worst 2022 (−35.6%). Volatility has been 36.1% a year.
Related: SOXQ chart, SOXQ holdings, SOXQ dividends, SOXQ valuation. See the SOXQ overview for the latest quote and fund facts.
SOXQ performance FAQ
What is the SOXQ return over the past year?
SOXQ returned +58.0% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 57.4%.
What is the average annual return of SOXQ?
SOXQ has returned +27.2% a year over 5 years, +26.4% a year since June 11, 2021 (total return, distributions reinvested).
How much would $10,000 invested in SOXQ be worth?
$10,000 invested in SOXQ at its first recorded close on June 11, 2021 would be worth about $35,153 on October 23, 2026 with distributions reinvested.
What was the worst year for SOXQ?
The worst calendar year was 2022, with a total return of −35.6%. The best was 2023 at +66.8%.
What is the biggest drawdown of SOXQ?
The largest peak-to-trough decline was −46.0% between December 27, 2021 and October 14, 2022. It recovered to the old high on December 13, 2023, 1.2 years after the bottom.
How volatile is SOXQ?
Over the past 3 years SOXQ had an annualized volatility of 36.4% and a Sharpe ratio of 1.27 (excess return over 1–3 month T-bills per unit of risk).