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SUPERSECTOR INDICES

STOXX Eastern Europe 300 Basic Resources

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Index Description

The STOXX Supersector indices track supersectors of the relevant benchmark index. There are 20 supersectors according to the Industry Classification Benchmark (ICB). Companies are categorized according to their primary source of revenue. The following supersectors are available: Technology, Telecommunications, Health Care, Banks, Financial Services, Insurance, Real Estate, Automobiles and Parts, Consumer Products and Services, Media, Retail, Travel and Leisure, Food, Beverage and Tobacco, Personal Care, Drug and Grocery Stores, Construction and Materials, Industrial Goods and Services, Basic Resources, Chemicals, Energy, Utilities.

Key facts

  • Categorization according to their primary source of revenue guarantees an accurate classification of companies in their respective business environments
  • Component capping ensures that no component can dominate the index

Descriptive Statistics

Index Market Cap (EUR bn) Components (EUR bn) Component weight (%) Turnover (%)
Full Free-float Mean Median Largest Smallest Largest Smallest Last 12 monts
STOXX Eastern Europe 300 Basic Resources 27.2 12.2 0.8 0.4 4.0 0.1 33.2 0.7 5.0
STOXX Eastern Europe Total Market 689.8 300.1 0.5 0.1 12.3 0.0 4.1 0.0 6.0

Supersector weighting (top 10)

Country weighting

Risk and return figures1

Index returns Return (%) Annualized return (%)
Last month YTD 1Y 3Y 5Y Last month YTD 1Y 3Y 5Y
STOXX Eastern Europe 300 Basic Resources 0.2 3.5 2.2 -75.7 -65.3 N/A N/A 2.2 -37.9 -19.3
STOXX Eastern Europe Total Market 4.4 11.8 10.9 -35.5 -30.5 N/A N/A 11.0 -13.7 -7.1
Index volatility and risk Annualized volatility (%) Annualized Sharpe ratio2
STOXX Eastern Europe 300 Basic Resources N/A N/A 22.4 53.1 45.5 N/A N/A -0.1 -0.9 -0.5
STOXX Eastern Europe Total Market N/A N/A 13.4 36.7 33.1 N/A N/A 0.5 -0.5 -0.3
Index to benchmark Correlation Tracking error (%)
STOXX Eastern Europe 300 Basic Resources 0.7 0.7 0.8 0.9 0.9 17.7 15.2 15.2 22.6 20.3
Index to benchmark Beta Annualized information ratio
STOXX Eastern Europe 300 Basic Resources 1.3 1.2 1.3 1.4 1.3 -2.9 -0.5 -0.5 -1.0 -0.4

1For information on data calculation, please refer to STOXX calculation reference guide

2Based on EURIBOR1M

(EUR, Net Return), all data as of November 29, 2024

SUPERSECTOR INDICES

STOXX Eastern Europe 300 Basic Resources

Fundamentals

Index Price/earnings incl. negative Price/earnings excl. negative Price/book Dividend yield (%)3 Price/sales Price/cash flow
Trailing Projected Trailing Projected Trailing Trailing Trailing
STOXX Eastern Europe 300 Basic Resources -86.9 14.1 13.4 13.4 1.2 1.6 0.9 N/A
STOXX Eastern Europe Total Market 9.6 8.0 7.4 7.4 1.2 3.8 0.7 18.5

Performance and annual returns

Methodology

Indices from the relevant benchmark index are categorized according to their primary source of revenue. The largest stocks in each supersector are chosen according to free-float market cap. The detailed methodology including the calculation formula can be found in our rulebook : http://www.stoxx.com/indices/rulebooks.html

Versions and symbols

Index ISIN Symbol Bloomberg Reuters
Net Return EUR CH0042345196 EE170R EE170R INDEX .EE170R
Price EUR CH0042345188 EE170P EE170P INDEX .EE170P
Net Return USD CH0042345204 EE170V EE170V INDEX .EE170V
Price USD CH0042345170 EE170L EE170L INDEX .EE170L

Quick Facts

Weighting Free-float market cap
Cap Factor None except for the STOXX Europe 600 Supersectors, where the largest company is capped at 30% and the second largest at 15%
No. of components Variable
Review frequency Quarterly (Mar., Jun., Sep., Dec.)
To learn more about the inception date, currency versions, calculation hours and historical values, please see our data vendor code sheet.

Top 10 Components4

Company Supersector Country Weight
KGHM Basic Resources Poland 33.203%
EREGLI DEMIR CELIK Basic Resources Turkey 20.502%
KETY Basic Resources Poland 13.488%
KOZA ALTIN ISLETMELERI Basic Resources Turkey 4.890%
KARDEMIR (D) Basic Resources Turkey 4.796%
BORUSAN BIRLESIK BORU FABRIKALARI Basic Resources Turkey 3.813%
BORUSAN YATIRIM VE PAZ. Basic Resources Turkey 3.525%
AKSA AKRILIK KIMYAI Basic Resources Turkey 3.140%
KOZA DAVETIYE Basic Resources Turkey 2.925%
SARKUYSAN Basic Resources Turkey 1.980%

3Net dividend yield is calculated as net return index return minus price index return

4Based on the composition as of November 29, 2024

CONTACT DETAILS

  • STOXX customer support
  • P +41 43 430 7272
  • customersupport@stoxx.com
  • https://stoxx.com/support/

DISCLAIMER

STOXX, Deutsche Börse Group and their licensors, research partners or data providers do not make any warranties or representations, express or implied, with respect to the timeliness, sequence, accuracy, completeness, currentness, merchantability, quality or fitness for any particular purpose of its index data and exclude any liability in connection therewith. STOXX, Deutsche Börse Group and their licensors, research partners or data providers are not providing investment advice through the publication of indices or in connection therewith. In particular, the inclusion of a company in an index, its weighting, or the exclusion of a company from an index, does not in any way reflect an opinion of STOXX, Deutsche Börse Group or their licensors, research partners or data providers on the merits of that company. Financial instruments based on the STOXX indices, DAX indices or on any other indices supported by STOXX are in no way sponsored, endorsed, sold or promoted by STOXX, Deutsche Börse Group or their licensors, research partners or data providers.

BACKTESTED PERFORMANCE

This document contains index performance data based on backtesting, i.e. calculations of how the index might have performed prior to launch if it had existed using the same index methodology and based on historical constituents. Backtested performance information is purely hypothetical and is provided in this document solely for information purposes. Backtested performance does not represent actual performance and should not be interpreted as an indication of actual performance.

CUSTOMIZATION

The index can be used as a basis for the definition of STOXX Customized Indices, which can be tailored to specific client or mandate needs. STOXX offers a wide range of customization, in terms of component selection, weighting schemes and personalized calculation methodologies.

CONTACT DETAILS

  • STOXX customer support
  • P +41 43 430 7272
  • customersupport@stoxx.com
  • https://stoxx.com/support/

DISCLAIMER

STOXX, Deutsche Börse Group and their licensors, research partners or data providers do not make any warranties or representations, express or implied, with respect to the timeliness, sequence, accuracy, completeness, currentness, merchantability, quality or fitness for any particular purpose of its index data and exclude any liability in connection therewith. STOXX, Deutsche Börse Group and their licensors, research partners or data providers are not providing investment advice through the publication of indices or in connection therewith. In particular, the inclusion of a company in an index, its weighting, or the exclusion of a company from an index, does not in any way reflect an opinion of STOXX, Deutsche Börse Group or their licensors, research partners or data providers on the merits of that company. Financial instruments based on the STOXX indices, DAX indices or on any other indices supported by STOXX are in no way sponsored, endorsed, sold or promoted by STOXX, Deutsche Börse Group or their licensors, research partners or data providers.

BACKTESTED PERFORMANCE

This document contains index performance data based on backtesting, i.e. calculations of how the index might have performed prior to launch if it had existed using the same index methodology and based on historical constituents. Backtested performance information is purely hypothetical and is provided in this document solely for information purposes. Backtested performance does not represent actual performance and should not be interpreted as an indication of actual performance.

CUSTOMIZATION

The index can be used as a basis for the definition of STOXX Customized Indices, which can be tailored to specific client or mandate needs. STOXX offers a wide range of customization, in terms of component selection, weighting schemes and personalized calculation methodologies.