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ISTOXX INDICES

EURO iSTOXX 25 Challengers Equal Weight

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Index Description

The EURO iSTOXX 25 Challengers Equal Weight Index represents the performance of the 25 smallest companies of the EURO STOXX 50 Index based on free-float market capitalization. The index is weighted equally and reviewed quarterly.

Key facts

  • Â
  • Includes the 25 smallest components from the EURO STOXX 50 Index based on free-float market capitalization.Â
  • Provides exposure to a targeted 25-stock portfolio comprised of blue-chip names

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
EURO iSTOXX 25 Challengers Equal Weight N/A 2,444.2 97.8 98.1 119.8 72.4 4.9 3.0 50.3
EURO STOXX 7,349.9 5,352.8 18.0 6.6 263.1 1.1 4.9 0.0 3.3

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
EURO iSTOXX 25 Challengers Equal Weight -2.8 4.0 6.5 25.1 26.9 N/A N/A 6.6 7.8 4.9
EURO STOXX 0.0 7.8 11.3 17.6 39.5 N/A N/A 11.5 5.6 7.0
Index volatility and risk Annualized volatility (%) Annualized Sharpe ratio2
EURO iSTOXX 25 Challengers Equal Weight N/A N/A 13.0 18.3 21.8 N/A N/A 0.2 0.3 0.2
EURO STOXX N/A N/A 12.0 16.8 19.7 N/A N/A 0.6 0.2 0.3
Index to benchmark Correlation Tracking error (%)
EURO iSTOXX 25 Challengers Equal Weight 0.9 0.9 0.9 1.0 1.0 6.3 5.7 5.6 5.4 6.0
Index to benchmark Beta Annualized information ratio
EURO iSTOXX 25 Challengers Equal Weight 1.1 1.0 1.0 1.0 1.1 -5.6 -0.7 -0.8 0.4 -0.3

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

ISTOXX INDICES

EURO iSTOXX 25 Challengers Equal Weight

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
EURO iSTOXX 25 Challengers Equal Weight 11.6 10.4 11.1 11.1 1.0 2.7 0.5 15.4
EURO STOXX 16.1 13.4 14.6 14.6 1.7 2.8 1.2 -9.7

Performance and annual returns

Methodology

The EURO STOXX 50 Index serves as the universe for the EURO iSTOXX 25 Challengers Equal Weight Index. The smallest 25 constituents based on free-float market capitalization are selected for the final index composition. The components are weighted equally and the index is reviewed on a quarterly basis.

Versions and symbols

Index ISIN Symbol Bloomberg Reuters
Price EUR CH0419991507 ISX25EP .ISX25EP
Net Return EUR CH0419991515 ISX25EN ISX25EN INDEX .ISX25EN
Gross Return EUR CH0419991523 ISX25EG .ISX25EG
Price USD CH0419991481 ISX25UP .ISX25UP
Net Return USD CH0419991499 ISX25UN .ISX25UN
Gross Return USD CH0419991473 ISX25UG .ISX25UG

Quick Facts

Weighting Price Weighted
Cap Factor 0.01
No. of components 25
Review frequency Quarterly
Calculation/distribution realtime 15 sec
Calculation hours 09:00 CET 18:00 CET
Base value/base date 100 as of Mar. 17, 2006
Inception date Jun. 20, 2018
To learn more about the inception date, the currency, the calculation hours and historical values, please see our data vendor code sheet.

Top 10 Components4

Company Supersector Country Weight
Prosus Technology Netherlands 4.900%
SAINT GOBAIN Construction and Materials France 4.528%
DEUTSCHE BOERSE Financial Services Germany 4.355%
ADYEN Industrial Goods and Services Netherlands 4.325%
AHOLD DELHAIZE Personal Care, Drug and Grocery Stores Netherlands 4.323%
NOKIA Telecommunications Finland 4.312%
INFINEON TECHNOLOGIES Technology Germany 4.309%
NORDEA BANK Banks Finland 4.215%
ADIDAS Consumer Products and Services Germany 4.177%
WOLTERS KLUWER Media Netherlands 4.161%

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.