SmarterDividends
SOXX

SOXX Total Return Calculator

$10,000 since Dec 2007, with and without reinvesting · data through Oct 2026

$10,000 invested in SOXX ten years ago, at the end of Oct 2016, was worth $139,500 at the end of Oct 2026 with every distribution reinvested: 30.2% a year, against $41,633 in the S&P 500. Since Dec 2007, $10,000 became $289,803 reinvested (19.6% a year), or $245,100 taking the distributions as cash, $6,964 of it paid out along the way.

Payouts
Compare with

SOXX became

$289,803

S&P 500: $72,756

Return a year

19.6%

S&P 500: 11.1%

Payouts reinvested

$8,050

bought more shares

Worst drop

-79.8%

S&P 500: -48.2%

$10,000, Dec 2007 to Oct 2026

Payouts reinvested · S&P 500 reinvested

YearSOXX total returnPaid outS&P 500
2026 (part)+56.8%$551+11.7%
2025+40.7%$1,095+17.7%
2024+12.9%$651+24.9%
2023+67.1%$945+26.2%
2022−35.1%$798−18.2%
2021+44.1%$690+28.7%
2020+52.7%$622+18.3%
2019+62.4%$610+31.2%
2018−6.5%$421−4.6%
2017+39.8%$300+21.7%
2016+38.3%$254+12.0%
2015−2.0%$218+1.2%
2014+29.8%$263+13.5%
2013+41.6%$165+32.3%
2012+6.6%$122+16.0%
2011−10.6%$87+1.9%
2010+14.3%$103+15.1%
2009+74.8%$76+26.4%
2008−51.7%$78−36.8%

"Paid out" is what your holding received that year. Month-end prices; no costs or taxes.

Key facts: SOXX total return

Data as of · Source: SmarterDividends data

  • $10,000 invested in SOXX at the end of Dec 2007, with distributions reinvested, was worth $289,803 at the end of Oct 2026: 19.6% a year, against $72,756 (11.1% a year) in the S&P 500.
  • Over the 10 years to Oct 2026, SOXX turned $10,000 into $139,500 with distributions reinvested, 30.2% a year.
  • Over the 5 years to Oct 2026, SOXX returned 25.4% a year with distributions reinvested (S&P 500: 12.0%).
  • Taking SOXX's distributions as cash instead of reinvesting them, the same $10,000 ended at $245,100, including $6,964 of cash received; reinvesting added $44,703.
  • About 6% of SOXX's yearly total return since Dec 2007 came from distributions; the rest came from the share price.
  • SOXX's best calendar year in that time was 2009 (74.8%) and its worst 2008 (-51.7%), with distributions reinvested.
Cite this page

SmarterDividends, "SOXX Total Return Calculator," updated Nov 5, 2026, https://smarterdividends.com/stocks/SOXX/total-return

SOXX total return questions

If I invested $10,000 in SOXX 10 years ago, how much would I have?

About $139,500 at the end of Oct 2026, with every distribution reinvested: 30.2% a year. Taking them as cash, you'd have shares worth $127,023 or so plus the cash you received. The same $10,000 in the S&P 500 became $41,633.

What is SOXX's total return since Dec 2007?

2798% in total, or 19.6% a year, through Oct 2026 with distributions reinvested. The share price alone rose 2281%.

How much of SOXX's return came from distributions?

About 6% of its yearly return since Dec 2007. Reinvesting them, rather than taking cash, left you $44,703 better off on a $10,000 start.

What was SOXX's worst year?

2008, at -51.7% with distributions reinvested (S&P 500: -36.8%). Its deepest fall from a peak, on month-end values, was -79.8%.

How is total return calculated here?

From month-end prices: the adjusted price counts every distribution reinvested in the month it was paid; the plain price doesn't. The S&P 500 is SPY with its dividends reinvested. No trading costs or taxes.