All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

SOXX vs. BKLC: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Growth of $10,000

Thu 2020-04-09💬 to Fri 2026-08-21 Overall
Return 		Exponential
Trendline
SOXX × 		+480.81%
+31.83%/yr 		+18.69%/yr
R2=0.689
iShares Semiconductor ETF NASDAQ Exchange-Traded Fund
BKLC × 		+134.69%
+14.34%/yr 		+9.98%/yr
R2=0.721
BNY Mellon US Large Cap Core Equity ETF Exchange-Traded Fund

Growth of $10,000 Summary

Thu 2020-04-09💬 to Fri 2026-08-21 Start
Value 		End
Value
SOXX × 		$10,000.00
2020-04-09 		$58,081.27
2026-08-21
BKLC × 		$10,000.00
2020-04-09 		$23,468.51
2026-08-21

This Year’s Performance

through 2026-08-21

  YTD YoY
SOXX × 		+67.46% +108.59%
BKLC × 		+9.39% +17.92%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
SOXX × 		−20.67%
on 2026-08-21
from 2026-06-22 peak 		−49.16%
on 2022-10-14
from 2021-12-27 peak
BKLC × 		−1.66%
on 2026-08-21
from 2026-08-13 peak 		−30.75%
on 2022-10-12
from 2021-12-27 peak

Rolling Returns

Period ending Fri 2026-08-21 1 yr 2 yr 3 yr 5 yr 10 yr
SOXX × 		+108.59% +110.43%
+45.06%/yr 		+194.98%
+43.42%/yr 		+197.63%
+24.38%/yr 		+1,044.59%
+27.60%/yr
BKLC × 		+17.92% +32.60%
+15.15%/yr 		+69.23%
+19.17%/yr 		+52.48%
+8.80%/yr 		—

Annual Returns

Year SOXX BKLC
2026 (YTD) +67.46% +9.39%
2025 +37.07% +14.99%
2024 +9.76% +22.04%
2023 +61.70% +26.64%
2022 −39.03% −25.35%
2021 +34.62% +19.03%
2020 +50.67% +35.86%
2019 +58.79% —
2018 −8.24% —
2017 +36.89% —
2016 +35.54% —
2015 −2.73% —
2014 +28.88% —
2013 +39.48% —
2012 +4.81% —
2011 −13.17% —
2010 +12.61% —
2009 +70.31% —
2008 −51.75% —
2007 −6.00% —
2006 −2.23% —
2005 +9.62% —
2004 −16.97% —
2003 +77.61% —
2002 −49.06% —
2001 −7.90% —