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 2026-10-23 Overall
Return 		Exponential
Trendline
SOXX × 		+429.39%
+29.03%/yr 		+19.91%/yr
R2=0.710
iShares Semiconductor ETF NASDAQ Exchange-Traded Fund
BKLC × 		+131.17%
+13.67%/yr 		+10.25%/yr
R2=0.742
BNY Mellon US Large Cap Core Equity ETF Exchange-Traded Fund

Growth of $10,000 Summary

Thu 2020-04-09💬 to Fri 2026-10-23 Start
Value 		End
Value
SOXX × 		$10,000.00
2020-04-09 		$52,939.38
2026-10-23
BKLC × 		$10,000.00
2020-04-09 		$23,117.27
2026-10-23

This Year’s Performance

through 2026-10-23

  YTD YoY
SOXX × 		+52.63% +58.40%
BKLC × 		+7.75% +9.71%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
SOXX × 		−27.69%
on 2026-10-23
from 2026-06-22 peak 		−49.16%
on 2022-10-14
from 2021-12-27 peak
BKLC × 		−3.11%
on 2026-10-23
from 2026-08-13 peak 		−30.75%
on 2022-10-12
from 2021-12-27 peak

Rolling Returns

Period ending Fri 2026-10-23 1 yr 2 yr 3 yr 5 yr 10 yr
SOXX × 		+58.40% +99.74%
+41.33%/yr 		+192.42%
+43.00%/yr 		+163.58%
+21.39%/yr 		+923.35%
+26.18%/yr
BKLC × 		+9.71% +26.61%
+12.52%/yr 		+72.60%
+19.95%/yr 		+48.42%
+8.22%/yr 		—

Annual Returns

Year SOXX BKLC
2026 (YTD) +52.63% +7.75%
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 +4.80% —
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 +77.62% —
2002 −49.06% —
2001 −7.90% —