| SOXQ | |
|---|---|
| Total return | +305.4% |
| Annualised (CAGR) | +30.4% |
| Volatility (annualised) | +35.8% |
| Sharpe (rf = 0) | 0.85 |
| Deepest drawdown | -46.0% |
| Drawdown peak → trough | 2021-12-27 → 2022-10-14 |
Over the 5.3 years to 2026-09-21 the fund returned +305.4% in total (+30.4% a year), with a deepest drawdown of -46.0% from 2021-12-27 to 2022-10-14. Its worst calendar year was 2022 (-35.6%), its best 2026 (+75.9%).
| Year | SOXQ |
|---|---|
| 2026 | +75.9% |
| 2025 | +43.1% |
| 2024 | +20.2% |
| 2023 | +66.7% |
| 2022 | -35.6% |
| 2021 | +24.8% |
It does not say SOXQ is a good or bad fund, and it is not a forecast. Returns above are history: they already include dividends and already exclude the fund's own fees. A drawdown of -46.0% means an investor who bought at the peak would have watched that much value disappear before it recovered — how long that takes is the part most tables leave out.
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