SOXQ,AVUV,FXNAX: Total Return Chart (with Dividends Reinvested)

Fri 2021-06-11? to Thu 2025-08-28	YTD Return	TR Price
SOXQ ×	+17.98% 2025-08-28	1.9 TR 2025-08-28
Invesco PHLX Semiconductor ETF NASDAQ Exchange-Traded Fund
AVUV ×	+4.54% 2025-08-28	2.191 TR 2025-08-28
Avantis U.S. Small Cap Value ETF Exchange-Traded Fund
FXNAX ×	+4.81% 2025-08-28	1.356 TR 2025-08-28
Fidelity U.S. Bond Index Fund Institutional Premium Class Mutual Fund

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Returns

Fri 2021-06-11? to Thu 2025-08-28	Overall Return	Exponential Trendline
SOXQ ×	+90.04% +16.46%/yr	+17.80%/yr (R2=0.606)
Invesco PHLX Semiconductor ETF NASDAQ Exchange-Traded Fund
AVUV ×	+37.07% +7.77%/yr	+8.70%/yr (R2=0.686)
Avantis U.S. Small Cap Value ETF Exchange-Traded Fund
FXNAX ×	−2.44% −0.58%/yr	−0.58%/yr (R2=0.022)
Fidelity U.S. Bond Index Fund Institutional Premium Class Mutual Fund

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Growth of $10,000

Fri 2021-06-11? to Thu 2025-08-28	Start Value	End Value
SOXQ ×	$10,000.00 2021-06-11	$19,003.80 2025-08-28
Invesco PHLX Semiconductor ETF NASDAQ Exchange-Traded Fund
AVUV ×	$10,000.00 2021-06-11	$13,706.61 2025-08-28
Avantis U.S. Small Cap Value ETF Exchange-Traded Fund
FXNAX ×	$10,000.00 2021-06-11	$9,756.32 2025-08-28
Fidelity U.S. Bond Index Fund Institutional Premium Class Mutual Fund

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Annual Returns

Year	SOXQ	AVUV	FXNAX
2025 (YTD)	+17.98%	+4.54%	+4.81%
2024	+20.16%	+9.29%	+1.62%
2023	+66.75%	+22.82%	+5.53%
2022	−35.60%	−4.91%	−13.25%
2021	+24.82%	+42.20%	−1.79%
2020	—	+6.43%	+7.82%
2019	—	+8.50%	+8.51%
2018	—	—	+0.05%
2017	—	—	+3.51%
2016	—	—	+2.52%
2015	—	—	+0.64%
2014	—	—	+6.00%
2013	—	—	−2.19%
2012	—	—	+4.26%
2011	—	—	+4.76%

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Drawdowns

Fri 2021-06-11? to Thu 2025-08-28	Current Drawdown	Worst Drawdown
SOXQ ×	−0.65%	−46.01% 2022-10-14
Invesco PHLX Semiconductor ETF NASDAQ Exchange-Traded Fund
AVUV ×	−4.76%	−28.79% 2025-04-08
Avantis U.S. Small Cap Value ETF Exchange-Traded Fund
FXNAX ×	−3.91%	−18.06% 2022-10-24
Fidelity U.S. Bond Index Fund Institutional Premium Class Mutual Fund