Seasonal Evaluation for iShares Semiconductor ETF (SOXX)
The following tables show quarterly and semi-annual reports.
In the quarterly breakdown, the first through fourth quarters correspond to spring, summer, fall, and winter, respectively.
Detailed definitions for the semi-annual periods are provided in the table headers.
| Overview | 1st Quarter Jan. - Mar. |
2nd Quarter Apr. - Jun. |
3rd Quarter Jul. - Sep. |
4th Quarter Oct. - Dec. |
|---|---|---|---|---|
| Success Rate | 75.00% | 65.00% | 60.00% | 75.00% |
| Median Return | 6.59% | 4.35% | 3.46% | 9.16% |
| Average Return | 7.57% | 8.47% | 7.21% | 10.12% |
| Maximum Gain | 28.10% | 32.28% | 22.17% | 24.73% |
| Gain Year | 2023 | 2020 | 2009 | 2020 |
| Maximum Loss | -17.99% | -26.02% | -20.82% | -29.39% |
| Loss Year | 2020 | 2022 | 2008 | 2008 |
| Based on the past 20 years (2006-2025) | ||||
| Overview | Winter Season Oct. - Mar. |
Summer Season Apr. - Sep. |
First HY Jan. - Jun. |
Second HY Jul. - Dec. |
|---|---|---|---|---|
| Success Rate | 75.00% | 62.50% | 70.00% | 67.50% |
| Median Return | 8.35% | 3.93% | 6.25% | 7.17% |
| Average Return | 8.75% | 7.84% | 7.97% | 8.70% |
| Maximum Gain | 28.10% | 32.28% | 32.28% | 24.73% |
| Gain Year | 2023 | 2020 | 2020 | 2020 |
| Maximum Loss | -29.39% | -26.02% | -26.02% | -29.39% |
| Loss Year | 2008 | 2022 | 2022 | 2008 |
| Based on the past 20 years (2006-2025) | ||||