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PHLX SOX · Intrayear DD vs Full Year

PHLX SOX · Intrayear DD vs Full Year — Semiconductor Maximum Intra-Year Drawdown vs. Full-Year Return

Semiconductor Intrayear Drawdowns — Deepest intrayear pullbacks versus year-end performances: capturing the high-beta nature of hardware cycles.

The plate

PHLX SOX · Intrayear DD vs Full Year — Semiconductor Maximum Intra-Year Drawdown vs. Full-Year Return-50%0%50%100%1995200020052010201520202025
Plate III.4 Intra-year drawdowns in semiconductors average -29%, nearly double the S&P 500's -16%. Even during strongly positive expansion years, double-digit pullbacks remain the standard operating condition.

Latest Snapshot

Data file updated
2026-09-29
Observations
33
Average
-28.9%
Avg total return
+20.7%

Intra-year drawdowns in semiconductors average -29%, nearly double the S&P 500's -16%. Even during strongly positive expansion years, double-digit pullbacks remain the standard operating condition.

What this page answers

Across 33 years, the average intrayear drawdown for the Philadelphia Semiconductor Index (SOX) was -28.9% — yet the mean full-year total return remained firmly positive at +20.7%. In 21 of those years, the index suffered a double-digit intra-year drop and still finished higher: in equity markets, turbulence is the price of admission, not an anomaly.

Intra-year drawdowns in semiconductors average -29%, nearly double the S&P 500's -16%. Even during strongly positive expansion years, double-digit pullbacks remain the standard operating condition. The data is refreshed by the History of Market pipeline and published as a stable JSON endpoint for research, citation, and AI-agent use.

View the interactive chart Download raw JSON

Philadelphia Semiconductor Index (SOX) — maximum intrayear drawdowns vs full-year net returns

Philadelphia Semiconductor Index (SOX) — maximum intrayear drawdowns vs full-year net returns
YearDeepest intrayear drawdownFull-year return
2026-28.6%+76.0%
2025-34.9%+42.2%
2024-25.0%+19.3%
2023-17.5%+64.9%
2022-46.3%-35.8%
2021-14.7%+41.2%
2020-35.0%+51.1%
2019-18.4%+60.1%
2018-26.0%-7.8%
2017-10.3%+38.2%
2016-14.8%+36.6%
2015-25.0%-3.4%
2014-16.4%+28.4%
2013-8.2%+39.3%
2012-20.5%+5.4%
2011-31.0%-11.5%
2010-23.3%+14.4%
2009-19.4%+69.6%
2008-59.4%-48.0%
2007-26.4%-12.6%
2006-30.1%-2.6%
2005-14.4%+10.7%
2004-37.2%-14.7%
2003-23.1%+75.7%
2002-66.4%-44.6%
2001-51.6%-9.4%
2000-59.8%-18.2%
1999-17.4%+101.0%
1998-42.4%+33.0%
1997-38.5%+9.7%
1996-33.4%+19.8%
1995-35.9%+43.2%
1994-13.7%+17.7%

Complete record (33 rows). Raw dataset: https://historyofmarket.com/api/semi/intrayear-dd.json

Data & Source

GET /api/semi/intrayear-dd.json — Canonical dataset endpoint.

Exchange closing prices · Company filings · Robert Shiller · FRED · NBER.

FAQ

Where does this data come from?

History of Market combines public market and macro datasets — exchange closing prices, company filings, Robert Shiller, FRED, NBER, and the UBS Global Investment Returns Yearbook (Dimson–Marsh–Staunton). The exact endpoint for this panel is linked below.

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Daily-tier datasets refresh after the U.S. market close, with a broader weekly refresh on Sunday. The timestamp shown on this page comes from the JSON payload.

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