SOXY Total Return Calculator
$10,000 since Dec 2024, with and without reinvesting · data through Oct 2026
Since Dec 2024, $10,000 became $20,122 reinvested (46.4% a year), or $19,107 taking the distributions as cash, $2,989 of it paid out along the way.
SOXY became
$20,122
S&P 500: $13,148
Return a year
46.4%
S&P 500: 16.1%
Payouts reinvested
$3,384
bought more shares
Worst drop
-27.3%
S&P 500: -7.6%
$10,000, Dec 2024 to Oct 2026
Payouts reinvested · S&P 500 reinvested
| Year | SOXY total return | Paid out | S&P 500 |
|---|---|---|---|
| 2026 (part) | +46.9% | $1,886 | +11.7% |
| 2025 | +37.0% | $1,498 | +17.7% |
"Paid out" is what your holding received that year. Month-end prices; no costs or taxes.
Key facts: SOXY total return
Data as of · Source: SmarterDividends data
- $10,000 invested in SOXY at the end of Dec 2024, with distributions reinvested, was worth $20,122 at the end of Oct 2026: 46.4% a year, against $13,148 (16.1% a year) in the S&P 500.
- Taking SOXY's distributions as cash instead of reinvesting them, the same $10,000 ended at $19,107, including $2,989 of cash received; reinvesting added $1,015.
- SOXY's best calendar year in that time was 2025 (37.0%) and its worst 2025 (37.0%), with distributions reinvested.
Cite this page
SmarterDividends, "SOXY Total Return Calculator," updated Nov 10, 2026, https://smarterdividends.com/stocks/SOXY/total-return
SOXY total return questions
What is SOXY's total return since Dec 2024?
101% in total, or 46.4% a year, through Oct 2026 with distributions reinvested. The share price alone rose 61%.
How much of SOXY's return came from distributions?
About 36% of its yearly return since Dec 2024. Reinvesting them, rather than taking cash, left you $1,015 better off on a $10,000 start.
What was SOXY's worst year?
2025, at 37.0% with distributions reinvested (S&P 500: 17.7%). Its deepest fall from a peak, on month-end values, was -27.3%.
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.