INDX-SOX

PHLX Semiconductor

Index

$11,137.29−443.92 (−3.83%)Close Oct 16, 2026

May 4, 1994 – Oct 16, 2026

Final balance: $935,710
CAGR: +15.01%
Max drawdown: −87.15%
Sharpe ratio: 0.56

Growth of $10,000

Trailing returns (%)

PHLX Semiconductor's average annual return was 29.98% over the last 10 years and 17.08% over the last 20 years, through Oct 16, 2026. $10,000 in the PHLX Semiconductor on Oct 14, 2016 grew to $137,601 by Oct 16, 2026.

Ticker	1M	3M	6M	YTD	1Y	3Y	5Y	10Y	15Y	20Y	25Y	30Y	Since 1994
INDX-SOX	−0.97	−6.15	+19.38	+57.24	+63.78	+47.05	+27.43	+29.98	+25.24	+17.08	+13.57	+14.35	+15.01

1M: −0.97%
3M: −6.15%
6M: +19.38%
YTD: +57.24%
1Y: +63.78%
3Y: +47.05%
5Y: +27.43%
10Y: +29.98%
15Y: +25.24%
20Y: +17.08%
25Y: +13.57%
30Y: +14.35%
Since 1994: +15.01%

Annual returns

1994 from May 4 · 2026 through Oct 16

PHLX Semiconductor returns by year

Year	Return
2026 through Oct 16	+57.24%
2025	+42.23%
2024	+19.27%
2023	+64.90%
2022	−35.83%
2021	+41.16%
2020	+51.14%
2019	+60.12%
2018	−7.81%
2017	+38.23%
2016	+36.62%
2015	−3.41%
2014	+28.38%
2013	+39.31%
2012	+5.38%
2011	−11.51%
2010	+14.42%
2009	+69.63%
2008	−48.00%
2007	−12.63%
2006	−2.60%
2005	+10.66%
2004	−14.72%
2003	+75.67%
2002	−44.61%
2001	−9.44%
2000	−18.16%
1999	+100.98%
1998	+32.97%
1997	+9.71%
1996	+19.75%
1995	+43.24%
1994 from May 4	+17.69%

Metrics

Since 1994

Volatility	37.92%
Sortino ratio	0.82
Calmar ratio	0.17
Best year, 1999	+100.98%
Worst year, 2008	−48.00%
Positive years	20 of 31
Longest drawdown	17.7 years

Worst drawdowns

Since 1994

Decline	Peak	Bottom	Recovered	Length
−87.1%	Mar 2000	Nov 2008	Nov 2017	17.7 years
−53.0%	Aug 1997	Oct 1998	Jan 1999	1.4 years
−52.3%	Sep 1995	Jul 1996	May 1997	1.6 years
−46.5%	Dec 2021	Oct 2022	Dec 2023	2 years
−39.7%	Jul 2024	Apr 2025	Sep 2025	1.2 years