SOXX
ISHARES SEMICONDUCTOR ETF
TREND FOLLOWING PERFORMANCE HISTORY
2026-04-29
Trading Style:
Strategy:
SOXX Quality Metrics & KPI Summary
| Metric | 1Y | 5Y | 10Y | Full History | ||||
|---|---|---|---|---|---|---|---|---|
| Strategy | B&H | Strategy | B&H | Strategy | B&H | Strategy | B&H | |
| CAGR | 66.32% | 148.29% | 6.55% | 26.49% | 20.03% | 32.82% | 8.90% | 16.64% |
| Sharpe Ratio | 1.72 | 2.83 | 0.23 | 0.66 | 0.69 | 0.86 | 0.39 | 0.51 |
| Max Drawdown | -15.77% | -15.77% | -40.03% | -45.75% | -40.03% | -45.75% | -49.41% | -66.85% |
| % Time Invested | 87.3% | 100.0% | 67.7% | 100.0% | 77.2% | 100.0% | 64.4% | 100.0% |
| Trades / Year | 2.0 | 0.0 | 2.4 | 0.0 | 2.0 | 0.0 | 2.0 | 0.0 |
Trade History
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason |
|---|---|---|---|---|---|---|---|
| 2026-04-23 | Open | Open | 100% | $435.34 | $449.99 | 3.37% | Mark-to-Market |
| 2026-03-31 | 2026-04-23 | Interest | 100% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2025-12-17 | 2026-03-31 | Completed | 100% | $297.14 | $315.60 | 6.21% | Stop |
| 2025-11-24 | 2025-12-17 | Interest | 100% | $1.00 | $1.00 | 0.26% | Interest Income |
| 2025-04-29 | 2025-11-24 | Completed | 100% | $181.08 | $273.21 | 50.88% | Stop |
| 2025-04-04 | 2025-04-29 | Interest | 100% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2025-03-25 | 2025-04-04 | Completed | 100% | $203.75 | $162.88 | -20.06% | Stop |
| 2025-03-03 | 2025-03-25 | Interest | 100% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2024-08-19 | 2025-03-03 | Completed | 100% | $227.66 | $209.90 | -7.80% | Stop |
| 2024-07-26 | 2024-08-19 | Interest | 100% | $1.00 | $1.00 | 0.25% | Interest Income |
| 2024-05-14 | 2024-07-26 | Completed | 100% | $217.70 | $227.01 | 4.28% | Stop |
| 2024-04-22 | 2024-05-14 | Interest | 100% | $1.00 | $1.00 | 0.28% | Interest Income |
| 2023-10-13 | 2024-04-22 | Completed | 100% | $161.09 | $197.87 | 22.83% | Stop |
| 2023-01-20 | 2023-10-13 | Interest | 100% | $1.00 | $1.03 | 2.80% | Interest Income |
| 2023-01-18 | 2023-01-20 | Completed | 100% | $127.32 | $123.04 | -3.36% | Signal |
| 2022-11-09 | 2023-01-18 | Interest | 100% | $1.00 | $1.01 | 0.66% | Interest Income |
| 2022-11-07 | 2022-11-09 | Completed | 100% | $107.83 | $109.66 | 1.70% | Signal |
| 2022-10-14 | 2022-11-07 | Interest | 100% | $1.00 | $1.00 | 0.26% | Interest Income |
| 2022-09-27 | 2022-10-14 | Completed | 100% | $108.11 | $102.63 | -5.07% | Stop |
| 2022-09-02 | 2022-09-27 | Interest | 100% | $1.00 | $1.00 | 0.22% | Interest Income |
| 2022-07-08 | 2022-09-02 | Completed | 100% | $113.59 | $118.99 | 4.76% | Stop |
| 2022-06-14 | 2022-07-08 | Interest | 100% | $1.00 | $1.00 | 0.20% | Interest Income |
| 2022-05-05 | 2022-06-14 | Completed | 100% | $137.39 | $119.78 | -12.81% | Stop |
| 2022-04-12 | 2022-05-05 | Interest | 100% | $1.00 | $1.00 | 0.18% | Interest Income |
| 2022-02-15 | 2022-04-12 | Completed | 100% | $152.74 | $138.31 | -9.45% | Stop |
| 2022-01-24 | 2022-02-15 | Interest | 100% | $1.00 | $1.00 | 0.12% | Interest Income |
| 2020-03-23 | 2022-01-24 | Completed | 100% | $56.43 | $148.96 | 163.97% | Stop |
| 2020-02-28 | 2020-03-23 | Interest | 100% | $1.00 | $1.00 | 0.06% | Interest Income |
| 2019-06-13 | 2020-02-28 | Completed | 100% | $59.37 | $69.12 | 16.42% | Stop |
| 2019-05-21 | 2019-06-13 | Interest | 100% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2019-01-18 | 2019-05-21 | Completed | 100% | $51.15 | $58.33 | 14.03% | Stop |
| 2018-12-26 | 2019-01-18 | Interest | 100% | $1.00 | $1.00 | 0.17% | Interest Income |
| 2018-11-15 | 2018-12-26 | Completed | 100% | $50.09 | $45.88 | -8.41% | Stop |
| 2018-10-24 | 2018-11-15 | Interest | 100% | $1.00 | $1.00 | 0.20% | Interest Income |
| 2018-05-18 | 2018-10-24 | Completed | 100% | $56.59 | $50.80 | -10.22% | Stop |
| 2018-04-26 | 2018-05-18 | Interest | 100% | $1.00 | $1.00 | 0.19% | Interest Income |
| 2016-09-09 | 2018-04-26 | Completed | 100% | $32.53 | $52.70 | 62.03% | Stop |
| 2016-07-19 | 2016-09-09 | Interest | 100% | $1.00 | $1.00 | 0.23% | Interest Income |
| 2016-07-15 | 2016-07-19 | Completed | 100% | $29.69 | $30.06 | 1.25% | Signal |
| 2016-06-07 | 2016-07-15 | Interest | 100% | $1.00 | $1.00 | 0.17% | Interest Income |
| 2016-06-01 | 2016-06-07 | Completed | 100% | $28.61 | $28.94 | 1.13% | Signal |
| 2016-04-26 | 2016-06-01 | Interest | 100% | $1.00 | $1.00 | 0.18% | Interest Income |
| 2016-02-09 | 2016-04-26 | Completed | 100% | $22.99 | $27.35 | 18.96% | Signal |
| 2016-01-15 | 2016-02-09 | Interest | 100% | $1.00 | $1.00 | 0.12% | Interest Income |
| 2015-08-19 | 2016-01-15 | Completed | 100% | $25.31 | $23.49 | -7.20% | Stop |
| 2015-07-28 | 2015-08-19 | Interest | 100% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2014-11-04 | 2015-07-28 | Completed | 100% | $25.73 | $25.88 | 0.57% | Stop |
| 2014-10-13 | 2014-11-04 | Interest | 100% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2013-04-26 | 2014-10-13 | Completed | 100% | $17.15 | $22.48 | 31.11% | Stop |
| 2013-03-18 | 2013-04-26 | Interest | 100% | $1.00 | $1.00 | 0.20% | Interest Income |
| 2013-03-14 | 2013-03-18 | Completed | 100% | $17.31 | $16.83 | -2.75% | Signal |
| 2012-05-18 | 2013-03-14 | Interest | 100% | $1.00 | $1.01 | 1.40% | Interest Income |
| 2011-10-27 | 2012-05-18 | Completed | 100% | $15.03 | $14.49 | -3.61% | Stop |
| 2011-10-05 | 2011-10-27 | Interest | 100% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2011-08-30 | 2011-10-05 | Completed | 100% | $13.68 | $13.06 | -4.54% | Stop |
| 2011-08-08 | 2011-08-30 | Interest | 100% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2011-07-06 | 2011-08-08 | Completed | 100% | $15.84 | $13.08 | -17.42% | Stop |
| 2011-06-13 | 2011-07-06 | Interest | 100% | $1.00 | $1.00 | 0.19% | Interest Income |
| 2010-09-22 | 2011-06-13 | Completed | 100% | $12.71 | $15.47 | 21.72% | Stop |
| 2010-08-30 | 2010-09-22 | Interest | 100% | $1.00 | $1.00 | 0.17% | Interest Income |
| 2010-06-01 | 2010-08-30 | Completed | 100% | $13.17 | $12.11 | -8.06% | Stop |
| 2010-05-07 | 2010-06-01 | Interest | 100% | $1.00 | $1.00 | 0.21% | Interest Income |
| 2010-02-05 | 2010-05-07 | Completed | 100% | $12.09 | $13.16 | 8.84% | Stop |
| 2009-07-22 | 2010-02-05 | Interest | 100% | $1.00 | $1.02 | 1.90% | Interest Income |
| 2009-07-20 | 2009-07-22 | Completed | 100% | $11.39 | $11.35 | -0.34% | Signal |
| 2007-11-16 | 2009-07-20 | Interest | 100% | $1.00 | $1.06 | 5.89% | Interest Income |
| 2007-11-08 | 2007-11-16 | Completed | 100% | $17.41 | $16.67 | -4.26% | Signal |
| 2007-10-17 | 2007-11-08 | Interest | 100% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2007-09-28 | 2007-10-17 | Completed | 100% | $18.71 | $19.01 | 1.58% | Signal |
| 2007-04-03 | 2007-09-28 | Interest | 100% | $1.00 | $1.02 | 2.33% | Interest Income |
| 2006-07-03 | 2007-04-03 | Completed | 100% | $15.97 | $16.66 | 4.33% | Signal |
| 2006-06-09 | 2006-07-03 | Interest | 100% | $1.00 | $1.00 | 0.32% | Interest Income |
| 2006-02-08 | 2006-06-09 | Completed | 100% | $18.36 | $16.08 | -12.42% | Stop |
| 2006-01-17 | 2006-02-08 | Interest | 100% | $1.00 | $1.00 | 0.28% | Interest Income |
| 2006-01-12 | 2006-01-17 | Completed | 100% | $18.62 | $18.05 | -3.09% | Signal |
| 2005-07-18 | 2006-01-12 | Interest | 100% | $1.00 | $1.02 | 2.13% | Interest Income |
| 2005-07-13 | 2005-07-18 | Completed | 100% | $15.66 | $15.77 | 0.70% | Signal |
| 2005-05-26 | 2005-07-13 | Interest | 100% | $1.00 | $1.01 | 0.50% | Interest Income |
| 2005-05-20 | 2005-05-26 | Completed | 100% | $14.30 | $14.61 | 2.14% | Signal |
| 2005-03-15 | 2005-05-20 | Interest | 100% | $1.00 | $1.01 | 0.80% | Interest Income |
| 2005-02-16 | 2005-03-15 | Completed | 100% | $14.64 | $14.51 | -0.88% | Signal |
| 2005-01-25 | 2005-02-16 | Interest | 100% | $1.00 | $1.00 | 0.26% | Interest Income |
| 2004-08-06 | 2005-01-25 | Completed | 100% | $13.35 | $13.09 | -1.97% | Stop |
| 2004-07-15 | 2004-08-06 | Interest | 100% | $1.00 | $1.00 | 0.28% | Interest Income |
| 2004-05-26 | 2004-07-15 | Completed | 100% | $16.31 | $14.05 | -13.85% | Stop |
| 2004-05-04 | 2004-05-26 | Interest | 100% | $1.00 | $1.00 | 0.29% | Interest Income |
| 2004-04-07 | 2004-05-04 | Completed | 100% | $17.53 | $15.34 | -12.50% | Stop |
| 2004-03-16 | 2004-04-07 | Interest | 100% | $1.00 | $1.00 | 0.24% | Interest Income |
| 2003-12-22 | 2004-03-16 | Completed | 100% | $16.55 | $16.53 | -0.17% | Stop |
| 2003-08-22 | 2003-12-22 | Interest | 100% | $1.00 | $1.01 | 1.41% | Interest Income |
| 2003-08-20 | 2003-08-22 | Completed | 100% | $14.02 | $15.28 | 8.98% | Signal |
| 2003-07-11 | 2003-08-20 | Interest | 100% | $1.00 | $1.00 | 0.45% | Interest Income |
Return Distribution Analysis
