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.
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
| Year | SOXX total return | Paid out | S&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.
- 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.
