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ENVIRONMENTAL SOCIAL GOVERNANCE INDICES
iSTOXX US Family Owned ESG Company
Index Description
The iSTOXX US Family Owned ESG Company index tracks the performance of the largest US stocks that are classified as family-owned by the Centre of Family Entrepreneurship and Ownership (CeFEO). Companies that are non-compliant based on the ISS-ESG Norms Based Screening assessment or are involved in Controversial Weapons are not eligible for selection. Additional exclusion filters are applied, screening companies for involvement in Tobacco, Thermal Coal, Gambling, Pornography, Civilian Firearms, and Military Contracting. Companies that are non-compliant based on the ISS-ESG Norms Based Screening assessment or are involved in Controversial Weapons are not eligible for selection. Additional exclusion filters are applied, screening companies for involvement in Tobacco, Thermal Coal, Gambling, Pornography, Civilian Firearms, and Military Contracting.
Key facts
- The index selects family-owned companies as defined by the Centre of Family Entrepreneurship and Ownership (CeFEO)
- Screening provided by award-winning ESG data provider ISS-ESG
- The index family comprises of Global, Eurozone, US and Swiss variants
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 | |
| iSTOXX US Family Owned ESG Company | N/A | 1.0 | 0.0 | 0.0 | 0.1 | 0.0 | 10.8 | 0.3 | 27.6 |
| STOXX USA 500 | 46,428.2 | 44,806.8 | 89.6 | 34.8 | 3,163.8 | 10.2 | 7.1 | 0.0 | 2.5 |
Supersector weighting (top 10)
| Consumer Products and Services | 15.9 |
|---|---|
| Telecommunications | 14.8 |
| Technology | 14.0 |
| Travel and Leisure | 11.9 |
| Retail | 11.7 |
| Financial Services | 10.3 |
| Food, Beverage and Tobacco | 5.3 |
| Utilities | 5.2 |
| Health Care | 3.1 |
| Automobiles and Parts | 2.4 |
Country weighting
| USA | 100.0 |
|---|
Risk and return figures1
| Index returns | Return (%) | Annualized return (%) | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Last month | YTD | 1Y | 3Y | 5Y | Last month | YTD | 1Y | 3Y | 5Y | |
| iSTOXX US Family Owned ESG Company | 0.6 | 10.0 | 16.5 | 9.7 | N/A | N/A | N/A | 17.0 | 3.2 | N/A |
| STOXX USA 500 | 2.0 | 22.0 | 33.3 | 29.6 | 93.5 | N/A | N/A | 33.5 | 9.0 | 14.2 |
| Index volatility and risk | Annualized volatility (%) | Annualized Sharpe ratio2 | ||||||||
| iSTOXX US Family Owned ESG Company | N/A | N/A | 14.2 | 17.6 | 16.9 | N/A | N/A | 0.9 | 0.0 | 0.1 |
| STOXX USA 500 | N/A | N/A | 13.4 | 18.1 | 21.7 | N/A | N/A | 1.9 | 0.3 | 0.5 |
| Index to benchmark | Correlation | Tracking error (%) | ||||||||
| iSTOXX US Family Owned ESG Company | 0.8 | 0.8 | 0.8 | 0.9 | 0.9 | 7.4 | 9.4 | 9.5 | 8.9 | 8.8 |
| Index to benchmark | Beta | Annualized information ratio | ||||||||
| iSTOXX US Family Owned ESG Company | 0.8 | 0.8 | 0.8 | 0.9 | 0.5 | -2.2 | -1.4 | -1.6 | -0.8 | -1.0 |
1For information on data calculation, please refer to STOXX calculation reference guide
2Based on EURIBOR1M
(EUR, Price), all data as of October 31, 2024
ENVIRONMENTAL SOCIAL GOVERNANCE INDICES
iSTOXX US Family Owned ESG Company
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 | ||
| iSTOXX US Family Owned ESG Company | 20.3 | 17.7 | 17.8 | 17.8 | 3.1 | 1.3 | 1.1 | 5.4 |
| STOXX USA 500 | 28.2 | 24.4 | 26.3 | 26.3 | 5.5 | 1.3 | 3.1 | 26.6 |
Performance and annual returns
| iSTOXX US Family Owned ESG Company | |
|---|---|
| 1616371200000 | 100 |
| 1616457600000 | 98.34 |
| 1616544000000 | 96.58 |
| 1616630400000 | 97.16 |
| 1616716800000 | 96.66 |
| 1616976000000 | 96.6 |
| 1617062400000 | 97.25 |
| 1617148800000 | 96.11 |
| 1617235200000 | 96.48 |
| 1617667200000 | 97.62 |
| 1617753600000 | 96.85 |
| 1617840000000 | 96.54 |
| 1617926400000 | 96.99 |
| 1618185600000 | 96.98 |
| 1618272000000 | 96.44 |
| 1618358400000 | 96 |
| 1618444800000 | 97.05 |
| 1618531200000 | 97.96 |
| 1618790400000 | 96.97 |
| 1618876800000 | 95.68 |
| 1618963200000 | 97.25 |
| 1619049600000 | 96.95 |
| 1619136000000 | 97.51 |
| 1619395200000 | 97.01 |
| 1619481600000 | 97.33 |
| 1619568000000 | 96.79 |
| 1619654400000 | 97.79 |
| 1619740800000 | 97.67 |
| 1620000000000 | 97.25 |
| 1620086400000 | 97.69 |
| 1620172800000 | 97.78 |
| 1620259200000 | 98.31 |
| 1620345600000 | 98.75 |
| 1620604800000 | 98.08 |
| 1620691200000 | 97.15 |
| 1620777600000 | 95.58 |
| 1620864000000 | 96.9 |
| 1620950400000 | 97.9 |
| 1621209600000 | 97.04 |
| 1621296000000 | 96.2 |
| 1621382400000 | 95.53 |
| 1621468800000 | 96.25 |
| 1621555200000 | 96.71 |
| 1621814400000 | 97.03 |
| 1621900800000 | 96.69 |
| 1621987200000 | 98 |
| 1622073600000 | 98.67 |
| 1622160000000 | 98.65 |
| 1622419200000 | 98.28 |
| 1622505600000 | 98.18 |
| 1622592000000 | 98.28 |
| 1622678400000 | 98.93 |
| 1622764800000 | 99.12 |
| 1623024000000 | 98.57 |
| 1623110400000 | 98.37 |
| 1623196800000 | 97.64 |
| 1623283200000 | 97.44 |
| 1623369600000 | 98.58 |
| 1623628800000 | 98.16 |
| 1623715200000 | 97.97 |
| 1623801600000 | 97.4 |
| 1623888000000 | 97.98 |
| 1623974400000 | 97.22 |
| 1624233600000 | 98.21 |
| 1624320000000 | 98.54 |
| 1624406400000 | 97.85 |
| 1624492800000 | 98.79 |
| 1624579200000 | 101 |
| 1624838400000 | 100.7 |
| 1624924800000 | 101.23 |
| 1625011200000 | 102.01 |
| 1625097600000 | 102.36 |
| 1625184000000 | 102.88 |
| 1625443200000 | 102.72 |
| 1625529600000 | 102.27 |
| 1625616000000 | 102.76 |
| 1625702400000 | 101.33 |
| 1625788800000 | 102.49 |
| 1626048000000 | 102.43 |
| 1626134400000 | 101.9 |
| 1626220800000 | 102.17 |
| 1626307200000 | 102.12 |
| 1626393600000 | 101.18 |
| 1626652800000 | 99.84 |
| 1626739200000 | 101.9 |
| 1626825600000 | 102.53 |
| 1626912000000 | 102.33 |
| 1626998400000 | 103.56 |
| 1627257600000 | 103.45 |
| 1627344000000 | 103 |
| 1627430400000 | 102.99 |
| 1627516800000 | 103.03 |
| 1627603200000 | 103.19 |
| 1627862400000 | 102.7 |
| 1627948800000 | 103.3 |
| 1628035200000 | 102.41 |
| 1628121600000 | 103.76 |
| 1628208000000 | 104.65 |
| 1628467200000 | 104.44 |
| 1628553600000 | 105.39 |
| 1628640000000 | 105.83 |
| 1628726400000 | 105.36 |
| 1628812800000 | 104.75 |
| 1629072000000 | 104.94 |
| 1629158400000 | 104.69 |
| 1629244800000 | 103.9 |
| 1629331200000 | 104.08 |
| 1629417600000 | 104.99 |
| 1629676800000 | 105.15 |
| 1629763200000 | 105.35 |
| 1629849600000 | 105.63 |
| 1629936000000 | 104.73 |
| 1630022400000 | 104.93 |
| 1630281600000 | 105.02 |
| 1630368000000 | 104.87 |
| 1630454400000 | 104.82 |
| 1630540800000 | 104.79 |
| 1630627200000 | 104.25 |
| 1630886400000 | 104.43 |
| 1630972800000 | 103.39 |
| 1631059200000 | 103.4 |
| 1631145600000 | 103.33 |
| 1631232000000 | 102.73 |
| 1631491200000 | 103.38 |
| 1631577600000 | 101.8 |
| 1631664000000 | 102.58 |
| 1631750400000 | 102.99 |
| 1631836800000 | 102.74 |
| 1632096000000 | 101.37 |
| 1632182400000 | 101.1 |
| 1632268800000 | 101.91 |
| 1632355200000 | 103.09 |
| 1632441600000 | 102.95 |
| 1632700800000 | 103.22 |
| 1632787200000 | 102.06 |
| 1632873600000 | 102.87 |
| 1632960000000 | 101.6 |
| 1633046400000 | 102.97 |
| 1633305600000 | 102.15 |
| 1633392000000 | 103.3 |
| 1633478400000 | 103.82 |
| 1633564800000 | 105.03 |
| 1633651200000 | 104.27 |
| 1633910400000 | 103.25 |
| 1633996800000 | 103.58 |
| 1634083200000 | 103.75 |
| 1634169600000 | 104.96 |
| 1634256000000 | 105.23 |
| 1634515200000 | 105.16 |
| 1634601600000 | 105.14 |
| 1634688000000 | 105.52 |
| 1634774400000 | 106.42 |
| 1634860800000 | 107.22 |
| 1635120000000 | 107.49 |
| 1635206400000 | 107.24 |
| 1635292800000 | 105.71 |
| 1635379200000 | 106.11 |
| 1635465600000 | 107.17 |
| 1635724800000 | 108.02 |
| 1635811200000 | 108.89 |
| 1635897600000 | 109.95 |
| 1635984000000 | 110.16 |
| 1636070400000 | 111.17 |
| 1636329600000 | 110.35 |
| 1636416000000 | 110.39 |
| 1636502400000 | 110.21 |
| 1636588800000 | 110.47 |
| 1636675200000 | 110.95 |
| 1636934400000 | 111.35 |
| 1637020800000 | 111.9 |
| 1637107200000 | 112.44 |
| 1637193600000 | 111.36 |
| 1637280000000 | 111.44 |
| 1637539200000 | 112.79 |
| 1637625600000 | 112.69 |
| 1637712000000 | 113.11 |
| 1637798400000 | 112.98 |
| 1637884800000 | 109.36 |
| 1638144000000 | 110.2 |
| 1638230400000 | 107.72 |
| 1638316800000 | 105.48 |
| 1638403200000 | 107.88 |
| 1638489600000 | 108.5 |
| 1638748800000 | 109.87 |
| 1638835200000 | 110.7 |
| 1638921600000 | 109.65 |
| 1639008000000 | 109.51 |
| 1639094400000 | 110.87 |
| 1639353600000 | 110.21 |
| 1639440000000 | 110.09 |
| 1639526400000 | 110.79 |
| 1639612800000 | 110.07 |
| 1639699200000 | 108.48 |
| 1639958400000 | 107.07 |
| 1640044800000 | 109.48 |
| 1640131200000 | 109.66 |
| 1640217600000 | 110.66 |
| 1640304000000 | 110.46 |
| 1640563200000 | 111.7 |
| 1640649600000 | 112.21 |
| 1640736000000 | 112.09 |
| 1640822400000 | 112.1 |
| 1640908800000 | 111.9 |
| 1641168000000 | 113.02 |
| 1641254400000 | 114.31 |
| 1641340800000 | 112.7 |
| 1641427200000 | 113.22 |
| 1641513600000 | 112.94 |
| 1641772800000 | 111.62 |
| 1641859200000 | 112.37 |
| 1641945600000 | 111.66 |
| 1642032000000 | 111.37 |
| 1642118400000 | 111.38 |
| 1642377600000 | 111.68 |
| 1642464000000 | 110 |
| 1642550400000 | 108.64 |
| 1642636800000 | 106.99 |
| 1642723200000 | 105.57 |
| 1642982400000 | 106.68 |
| 1643068800000 | 106.26 |
| 1643155200000 | 105.28 |
| 1643241600000 | 106.16 |
| 1643328000000 | 107.96 |
| 1643587200000 | 108.87 |
| 1643673600000 | 109.15 |
| 1643760000000 | 109.29 |
| 1643846400000 | 106.61 |
| 1643932800000 | 105.87 |
| 1644192000000 | 106.21 |
| 1644278400000 | 107.14 |
| 1644364800000 | 108.45 |
| 1644451200000 | 107.01 |
| 1644537600000 | 105.53 |
| 1644796800000 | 105.8 |
| 1644883200000 | 106.73 |
| 1644969600000 | 106.09 |
| 1645056000000 | 104.76 |
| 1645142400000 | 104.76 |
| 1645401600000 | 104.81 |
| 1645488000000 | 103.44 |
| 1645574400000 | 101.92 |
| 1645660800000 | 104.4 |
| 1645747200000 | 105.37 |
| 1646006400000 | 104.68 |
| 1646092800000 | 103.91 |
| 1646179200000 | 107.24 |
| 1646265600000 | 107.59 |
| 1646352000000 | 107.85 |
| 1646611200000 | 104.65 |
| 1646697600000 | 104.13 |
| 1646784000000 | 104.62 |
| 1646870400000 | 104.56 |
| 1646956800000 | 103.96 |
| 1647216000000 | 103.53 |
| 1647302400000 | 105.14 |
| 1647388800000 | 107.03 |
| 1647475200000 | 106.65 |
| 1647561600000 | 108.11 |
| 1647820800000 | 107.58 |
| 1647907200000 | 108.98 |
| 1647993600000 | 107.83 |
| 1648080000000 | 108.66 |
| 1648166400000 | 109.61 |
| 1648425600000 | 110.27 |
| 1648512000000 | 110.79 |
| 1648598400000 | 109.7 |
| 1648684800000 | 108.09 |
| 1648771200000 | 109.07 |
| 1649030400000 | 109.57 |
| 1649116800000 | 109.05 |
| 1649203200000 | 108.06 |
| 1649289600000 | 108.47 |
| 1649376000000 | 109.33 |
| 1649635200000 | 108.52 |
| 1649721600000 | 108.49 |
| 1649808000000 | 110.32 |
| 1649894400000 | 111.47 |
| 1650326400000 | 113.4 |
| 1650412800000 | 112.71 |
| 1650499200000 | 111.58 |
| 1650585600000 | 109 |
| 1650844800000 | 110.25 |
| 1650931200000 | 107.8 |
| 1651017600000 | 109.57 |
| 1651104000000 | 111.02 |
| 1651190400000 | 107.7 |
| 1651449600000 | 107.96 |
| 1651536000000 | 106.87 |
| 1651622400000 | 109.74 |
| 1651708800000 | 106.52 |
| 1651795200000 | 104.32 |
| 1652054400000 | 103.01 |
| 1652140800000 | 102.47 |
| 1652227200000 | 101.27 |
| 1652313600000 | 102.93 |
| 1652400000000 | 105.39 |
| 1652659200000 | 104.78 |
| 1652745600000 | 104.47 |
| 1652832000000 | 99.5 |
| 1652918400000 | 98.24 |
| 1653004800000 | 98.75 |
| 1653264000000 | 99.02 |
| 1653350400000 | 97.93 |
| 1653436800000 | 99.54 |
| 1653523200000 | 101.46 |
| 1653609600000 | 104.15 |
| 1653868800000 | 103.48 |
| 1653955200000 | 104.22 |
| 1654041600000 | 103.54 |
| 1654128000000 | 104.71 |
| 1654214400000 | 103.49 |
| 1654473600000 | 103.46 |
| 1654560000000 | 104.35 |
| 1654646400000 | 103.28 |
| 1654732800000 | 101.82 |
| 1654819200000 | 100.6 |
| 1655078400000 | 97.82 |
| 1655164800000 | 97.86 |
| 1655251200000 | 98.83 |
| 1655337600000 | 94.29 |
| 1655424000000 | 95.25 |
| 1655683200000 | 94.54 |
| 1655769600000 | 96 |
| 1655856000000 | 95.13 |
| 1655942400000 | 96.94 |
| 1656028800000 | 99.84 |
| 1656288000000 | 98.91 |
| 1656374400000 | 97.63 |
| 1656460800000 | 97.65 |
| 1656547200000 | 96.93 |
| 1656633600000 | 98.37 |
| 1656892800000 | 98.06 |
| 1656979200000 | 100.07 |
| 1657065600000 | 100.27 |
| 1657152000000 | 101.83 |
| 1657238400000 | 101.29 |
| 1657497600000 | 100.92 |
| 1657584000000 | 101.43 |
| 1657670400000 | 101.25 |
| 1657756800000 | 101.94 |
| 1657843200000 | 102.44 |
| 1658102400000 | 100.76 |
| 1658188800000 | 102.99 |
| 1658275200000 | 104.26 |
| 1658361600000 | 105.26 |
| 1658448000000 | 104.28 |
| 1658707200000 | 104.62 |
| 1658793600000 | 103.43 |
| 1658880000000 | 106.14 |
| 1658966400000 | 106.87 |
| 1659052800000 | 107.05 |
| 1659312000000 | 106.4 |
| 1659398400000 | 106.08 |
| 1659484800000 | 107.92 |
| 1659571200000 | 106.74 |
| 1659657600000 | 106.89 |
| 1659916800000 | 106.69 |
| 1660003200000 | 105.8 |
| 1660089600000 | 106.17 |
| 1660176000000 | 106.72 |
| 1660262400000 | 109.42 |
| 1660521600000 | 110.5 |
| 1660608000000 | 111.97 |
| 1660694400000 | 111.11 |
| 1660780800000 | 111.6 |
| 1660867200000 | 110.92 |
| 1661126400000 | 109.37 |
| 1661212800000 | 109.1 |
| 1661299200000 | 109.65 |
| 1661385600000 | 111.6 |
| 1661472000000 | 107.13 |
| 1661731200000 | 106.9 |
| 1661817600000 | 105.87 |
| 1661904000000 | 104.24 |
| 1661990400000 | 105.77 |
| 1662076800000 | 103.72 |
| 1662336000000 | 104.84 |
| 1662422400000 | 104.22 |
| 1662508800000 | 105.82 |
| 1662595200000 | 105.8 |
| 1662681600000 | 106.47 |
| 1662940800000 | 106.57 |
| 1663027200000 | 103.46 |
| 1663113600000 | 104.08 |
| 1663200000000 | 103.57 |
| 1663286400000 | 102.25 |
| 1663545600000 | 103.76 |
| 1663632000000 | 102.05 |
| 1663718400000 | 101.61 |
| 1663804800000 | 100.91 |
| 1663891200000 | 100.23 |
| 1664150400000 | 99.97 |
| 1664236800000 | 99.76 |
| 1664323200000 | 101.8 |
| 1664409600000 | 98.14 |
| 1664496000000 | 95.26 |
| 1664755200000 | 97.55 |
| 1664841600000 | 98.93 |
| 1664928000000 | 99.79 |
| 1665014400000 | 98.64 |
| 1665100800000 | 96.36 |
| 1665360000000 | 96.66 |
| 1665446400000 | 96.69 |
| 1665532800000 | 96.68 |
| 1665619200000 | 98.43 |
| 1665705600000 | 96.55 |
| 1665964800000 | 97.54 |
| 1666051200000 | 98.26 |
| 1666137600000 | 97.76 |
| 1666224000000 | 96.02 |
| 1666310400000 | 98.33 |
| 1666569600000 | 98.34 |
| 1666656000000 | 99.45 |
| 1666742400000 | 98.71 |
| 1666828800000 | 99.25 |
| 1666915200000 | 101.71 |
| 1667174400000 | 101.52 |
| 1667260800000 | 101.96 |
| 1667347200000 | 99.14 |
| 1667433600000 | 99.79 |
| 1667520000000 | 100.52 |
| 1667779200000 | 99.78 |
| 1667865600000 | 99.69 |
| 1667952000000 | 98.39 |
| 1668038400000 | 101.45 |
| 1668124800000 | 102.35 |
| 1668384000000 | 100.79 |
| 1668470400000 | 102.06 |
| 1668556800000 | 100.95 |
| 1668643200000 | 102.02 |
| 1668729600000 | 102.89 |
| 1668988800000 | 103.4 |
| 1669075200000 | 104.73 |
| 1669161600000 | 104.34 |
| 1669334400000 | 104.2 |
| 1669593600000 | 103.18 |
| 1669680000000 | 103.76 |
| 1669766400000 | 106.97 |
| 1669852800000 | 104.97 |
| 1669939200000 | 105.51 |
| 1670198400000 | 102.8199 |
| 1670284800000 | 102.16 |
| 1670371200000 | 101.51 |
| 1670457600000 | 102.3 |
| 1670544000000 | 101.56 |
| 1670803200000 | 103.6 |
| 1670889600000 | 102.63 |
| 1670976000000 | 101.51 |
| 1671062400000 | 98.97 |
| 1671148800000 | 98.18 |
| 1671408000000 | 97.39 |
| 1671494400000 | 97.09 |
| 1671580800000 | 99.7099 |
| 1671667200000 | 99.1 |
| 1671753600000 | 99.37 |
| 1672099200000 | 99.43 |
| 1672185600000 | 98.25 |
| 1672272000000 | 99.31 |
| 1672358400000 | 99.06 |
| 1672617600000 | 99.06 |
| 1672704000000 | 100.85 |
| 1672790400000 | 102.0699 |
| 1672876800000 | 102.27 |
| 1672963200000 | 103.87 |
| 1673222400000 | 102.1 |
| 1673308800000 | 102.68 |
| 1673395200000 | 103.34 |
| 1673481600000 | 102.69 |
| 1673568000000 | 102.95 |
| 1673913600000 | 102.9 |
| 1674000000000 | 100.84 |
| 1674086400000 | 100.19 |
| 1674172800000 | 101.79 |
| 1674432000000 | 103.0699 |
| 1674518400000 | 103.13 |
| 1674604800000 | 103.18 |
| 1674691200000 | 103.97 |
| 1674777600000 | 103.74 |
| 1675036800000 | 102.72 |
| 1675123200000 | 104.27 |
| 1675209600000 | 104.89 |
| 1675296000000 | 105.03 |
| 1675382400000 | 104.62 |
| 1675641600000 | 104.69 |
| 1675728000000 | 105.4 |
| 1675814400000 | 103.81 |
| 1675900800000 | 102.88 |
| 1675987200000 | 104.08 |
| 1676246400000 | 105.2 |
| 1676332800000 | 105.27 |
| 1676419200000 | 106.28 |
| 1676505600000 | 105.39 |
| 1676592000000 | 105.79 |
| 1676937600000 | 103.72 |
| 1677024000000 | 103.93 |
| 1677110400000 | 104.2099 |
| 1677196800000 | 103.66 |
| 1677456000000 | 103.04 |
| 1677542400000 | 102.73 |
| 1677628800000 | 101.75 |
| 1677715200000 | 103.24 |
| 1677801600000 | 104.36 |
| 1678060800000 | 103.3 |
| 1678147200000 | 102.91 |
| 1678233600000 | 103.4 |
| 1678320000000 | 101.44 |
| 1678406400000 | 99 |
| 1678665600000 | 98.27 |
| 1678752000000 | 99.49 |
| 1678838400000 | 100.76 |
| 1678924800000 | 100.81 |
| 1679011200000 | 99.25 |
| 1679270400000 | 99.84 |
| 1679356800000 | 100.7 |
| 1679443200000 | 98.7 |
| 1679529600000 | 97.67 |
| 1679616000000 | 99.2 |
| 1679875200000 | 99.51 |
| 1679961600000 | 99.3 |
| 1680048000000 | 100.64 |
| 1680134400000 | 100.35 |
| 1680220800000 | 102.16 |
| 1680480000000 | 102.13 |
| 1680566400000 | 100.84 |
| 1680652800000 | 100.89 |
| 1680739200000 | 100.8 |
| 1681084800000 | 102.3199 |
| 1681171200000 | 102.33 |
| 1681257600000 | 101.53 |
| 1681344000000 | 101.85 |
| 1681430400000 | 102.31 |
| 1681689600000 | 103.86 |
| 1681776000000 | 104.01 |
| 1681862400000 | 103.67 |
| 1681948800000 | 103.19 |
| 1682035200000 | 103.43 |
| 1682294400000 | 102.92 |
| 1682380800000 | 102.26 |
| 1682467200000 | 100.4599 |
| 1682553600000 | 103.14 |
| 1682640000000 | 104.13 |
| 1682899200000 | 105.11 |
| 1682985600000 | 104.78 |
| 1683072000000 | 102.08 |
| 1683158400000 | 100.95 |
| 1683244800000 | 102.01 |
| 1683504000000 | 102.2 |
| 1683590400000 | 101.81 |
| 1683676800000 | 101.24 |
| 1683763200000 | 101.56 |
| 1683849600000 | 101.74 |
| 1684108800000 | 101.86 |
| 1684195200000 | 100.41 |
| 1684281600000 | 101.66 |
| 1684368000000 | 103.26 |
| 1684454400000 | 102.42 |
| 1684713600000 | 101.41 |
| 1684800000000 | 100.16 |
| 1684886400000 | 99.47 |
| 1684972800000 | 99.72 |
| 1685059200000 | 100.63 |
| 1685404800000 | 100.17 |
| 1685491200000 | 99.76 |
| 1685577600000 | 99.35 |
| 1685664000000 | 101.64 |
| 1685923200000 | 101.11 |
| 1686009600000 | 102.24 |
| 1686096000000 | 102.63 |
| 1686182400000 | 102.39 |
| 1686268800000 | 102.14 |
| 1686528000000 | 102.9599 |
| 1686614400000 | 103.31 |
| 1686700800000 | 103.92 |
| 1686787200000 | 104.3199 |
| 1686873600000 | 104.03 |
| 1687219200000 | 102.93 |
| 1687305600000 | 102.66 |
| 1687392000000 | 102.81 |
| 1687478400000 | 102.65 |
| 1687737600000 | 102.9599 |
| 1687824000000 | 103.93 |
| 1687910400000 | 104.16 |
| 1687996800000 | 104.78 |
| 1688083200000 | 105.29 |
| 1688342400000 | 105.63 |
| 1688515200000 | 105.36 |
| 1688601600000 | 104.78 |
| 1688688000000 | 103.65 |
| 1688947200000 | 104.4 |
| 1689033600000 | 104.89 |
| 1689120000000 | 103.59 |
| 1689206400000 | 103.25 |
| 1689292800000 | 102.43 |
| 1689552000000 | 102.4599 |
| 1689638400000 | 102.56 |
| 1689724800000 | 103.44 |
| 1689811200000 | 103.84 |
| 1689897600000 | 104.18 |
| 1690156800000 | 104.74 |
| 1690243200000 | 104.96 |
| 1690329600000 | 104.7 |
| 1690416000000 | 105.3 |
| 1690502400000 | 105.56 |
| 1690761600000 | 105.97 |
| 1690848000000 | 106.09 |
| 1690934400000 | 106.11 |
| 1691020800000 | 105.95 |
| 1691107200000 | 104.69 |
| 1691366400000 | 106.08 |
| 1691452800000 | 106.83 |
| 1691539200000 | 105.94 |
| 1691625600000 | 105.52 |
| 1691712000000 | 106.01 |
| 1691971200000 | 106.61 |
| 1692057600000 | 105.45 |
| 1692144000000 | 105.16 |
| 1692230400000 | 104.14 |
| 1692316800000 | 104.25 |
| 1692576000000 | 103.64 |
| 1692662400000 | 103.24 |
| 1692748800000 | 103.81 |
| 1692835200000 | 102.94 |
| 1692921600000 | 104.16 |
| 1693180800000 | 104.68 |
| 1693267200000 | 105.43 |
| 1693353600000 | 104.77 |
| 1693440000000 | 105.12 |
| 1693526400000 | 106.82 |
| 1693872000000 | 106.33 |
| 1693958400000 | 106.58 |
| 1694044800000 | 106.17 |
| 1694131200000 | 106.71 |
| 1694390400000 | 106.82 |
| 1694476800000 | 106.9 |
| 1694563200000 | 106.47 |
| 1694649600000 | 108.4 |
| 1694736000000 | 107.68 |
| 1694995200000 | 107.26 |
| 1695081600000 | 106.8 |
| 1695168000000 | 106.17 |
| 1695254400000 | 105.16 |
| 1695340800000 | 105.02 |
| 1695600000000 | 105.56 |
| 1695686400000 | 104.24 |
| 1695772800000 | 104.7 |
| 1695859200000 | 104.95 |
| 1695945600000 | 104.85 |
| 1696204800000 | 104.96 |
| 1696291200000 | 104.04 |
| 1696377600000 | 104.59 |
| 1696464000000 | 103.35 |
| 1696550400000 | 103.85 |
| 1696809600000 | 103.76 |
| 1696896000000 | 104.03 |
| 1696982400000 | 103.93 |
| 1697068800000 | 103.27 |
| 1697155200000 | 103.58 |
| 1697414400000 | 104.4599 |
| 1697500800000 | 104.76 |
| 1697587200000 | 104 |
| 1697673600000 | 102.79 |
| 1697760000000 | 101.68 |
| 1698019200000 | 101.25 |
| 1698105600000 | 102.68 |
| 1698192000000 | 102.09 |
| 1698278400000 | 100.66 |
| 1698364800000 | 98.53 |
| 1698624000000 | 99.7 |
| 1698710400000 | 100.97 |
| 1698796800000 | 100.06 |
| 1698883200000 | 101.48 |
| 1698969600000 | 101.7099 |
| 1699228800000 | 101.36 |
| 1699315200000 | 102.39 |
| 1699401600000 | 101.98 |
| 1699488000000 | 101.15 |
| 1699574400000 | 102.42 |
| 1699833600000 | 101.95 |
| 1699920000000 | 102.79 |
| 1700006400000 | 103.22 |
| 1700092800000 | 101.78 |
| 1700179200000 | 102.0699 |
| 1700438400000 | 101.93 |
| 1700524800000 | 101.67 |
| 1700611200000 | 103 |
| 1700784000000 | 102.63 |
| 1701043200000 | 102.31 |
| 1701129600000 | 102.1 |
| 1701216000000 | 102.06 |
| 1701302400000 | 103.12 |
| 1701388800000 | 105.13 |
| 1701648000000 | 106.07 |
| 1701734400000 | 104.8 |
| 1701820800000 | 104.78 |
| 1701907200000 | 105.32 |
| 1701993600000 | 105.61 |
| 1702252800000 | 107.13 |
| 1702339200000 | 107.2 |
| 1702425600000 | 108.97 |
| 1702512000000 | 108.05 |
| 1702598400000 | 108.17 |
| 1702857600000 | 108.58 |
| 1702944000000 | 108.91 |
| 1703030400000 | 107.19 |
| 1703116800000 | 108.2 |
| 1703203200000 | 106.65 |
| 1703548800000 | 106.87 |
| 1703635200000 | 106.27 |
| 1703721600000 | 106.6 |
| 1703808000000 | 106.9 |
| 1704153600000 | 107.68 |
| 1704240000000 | 106.61 |
| 1704326400000 | 105.46 |
| 1704412800000 | 105.43 |
| 1704672000000 | 107.14 |
| 1704758400000 | 107.2 |
| 1704844800000 | 106.94 |
| 1704931200000 | 107.48 |
| 1705017600000 | 106.69 |
| 1705363200000 | 106.7 |
| 1705449600000 | 105.99 |
| 1705536000000 | 106.68 |
| 1705622400000 | 107.28 |
| 1705881600000 | 107.28 |
| 1705968000000 | 108.73 |
| 1706054400000 | 107.37 |
| 1706140800000 | 109.57 |
| 1706227200000 | 110.3 |
| 1706486400000 | 111.41 |
| 1706572800000 | 111.62 |
| 1706659200000 | 109.95 |
| 1706745600000 | 112.17 |
| 1706832000000 | 112.08 |
| 1707091200000 | 113.27 |
| 1707177600000 | 113.12 |
| 1707264000000 | 112.77 |
| 1707350400000 | 112.72 |
| 1707436800000 | 112.81 |
| 1707696000000 | 114.32 |
| 1707782400000 | 112.6 |
| 1707868800000 | 113.32 |
| 1707955200000 | 113.31 |
| 1708041600000 | 112.89 |
| 1708387200000 | 112.65 |
| 1708473600000 | 113.19 |
| 1708560000000 | 114.47 |
| 1708646400000 | 115.02 |
| 1708905600000 | 114.26 |
| 1708992000000 | 114.57 |
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| 1709164800000 | 115.48 |
| 1709251200000 | 117.8 |
| 1709510400000 | 116.55 |
| 1709596800000 | 116.18 |
| 1709683200000 | 115.78 |
| 1709769600000 | 115.98 |
| 1709856000000 | 115.83 |
| 1710115200000 | 117.23 |
| 1710201600000 | 117.14 |
| 1710288000000 | 117.45 |
| 1710374400000 | 116.61 |
| 1710460800000 | 116.55 |
| 1710720000000 | 116.91 |
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| 1710892800000 | 119.3 |
| 1710979200000 | 119.51 |
| 1711065600000 | 118.37 |
| 1711324800000 | 117.52 |
| 1711411200000 | 117.38 |
| 1711497600000 | 118.89 |
| 1711584000000 | 119.58 |
| 1711929600000 | 119.57 |
| 1712016000000 | 118.05 |
| 1712102400000 | 117.63 |
| 1712188800000 | 115.97 |
| 1712275200000 | 117.17 |
| 1712534400000 | 116.47 |
| 1712620800000 | 116.44 |
| 1712707200000 | 115.88 |
| 1712793600000 | 117.02 |
| 1712880000000 | 115.57 |
| 1713139200000 | 114.83 |
| 1713225600000 | 114.51 |
| 1713312000000 | 114.3 |
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| 1713744000000 | 115.84 |
| 1713830400000 | 116.23 |
| 1713916800000 | 116.27 |
| 1714003200000 | 115.05 |
| 1714089600000 | 115.63 |
| 1714348800000 | 115.87 |
| 1714435200000 | 113.91 |
| 1714521600000 | 112.35 |
| 1714608000000 | 114.11 |
| 1714694400000 | 113.38 |
| 1714953600000 | 114.19 |
| 1715040000000 | 114.19 |
| 1715126400000 | 113.33 |
| 1715212800000 | 113.42 |
| 1715299200000 | 113.62 |
| 1715558400000 | 113.4 |
| 1715644800000 | 113.28 |
| 1715731200000 | 113.92 |
| 1715817600000 | 114.51 |
| 1715904000000 | 114.61 |
| 1716163200000 | 113.98 |
| 1716249600000 | 114.18 |
| 1716336000000 | 114.04 |
| 1716422400000 | 113.27 |
| 1716508800000 | 113.84 |
| 1716854400000 | 113.51 |
| 1716940800000 | 114.3 |
| 1717027200000 | 114.15 |
| 1717113600000 | 113.91 |
| 1717372800000 | 113.04 |
| 1717459200000 | 113.16 |
| 1717545600000 | 113.56 |
| 1717632000000 | 113.39 |
| 1717718400000 | 113.43 |
| 1717977600000 | 114.59 |
| 1718064000000 | 114.19 |
| 1718150400000 | 112.77 |
| 1718236800000 | 113.55 |
| 1718323200000 | 114.48 |
| 1718582400000 | 115.44 |
| 1718668800000 | 114.94 |
| 1718841600000 | 115.84 |
| 1718928000000 | 116.67 |
| 1719187200000 | 116.29 |
| 1719273600000 | 115.9 |
| 1719360000000 | 115.77 |
| 1719446400000 | 115.34 |
| 1719532800000 | 112.93 |
| 1719792000000 | 112.21 |
| 1719878400000 | 112.51 |
| 1719964800000 | 111.88 |
| 1720137600000 | 111.98 |
| 1720396800000 | 111.75 |
| 1720483200000 | 111.78 |
| 1720569600000 | 112.17 |
| 1720656000000 | 112.22 |
| 1720742400000 | 112.79 |
| 1721001600000 | 112.89 |
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| 1721174400000 | 114.14 |
| 1721260800000 | 113.26 |
| 1721347200000 | 113.07 |
| 1721606400000 | 113.5 |
| 1721692800000 | 112.71 |
| 1721779200000 | 110.59 |
| 1721865600000 | 109.48 |
| 1721952000000 | 111.57 |
| 1722211200000 | 112.48 |
| 1722297600000 | 112.5 |
| 1722384000000 | 112.64 |
| 1722470400000 | 111.05 |
| 1722556800000 | 107.65 |
| 1722816000000 | 104.4599 |
| 1722902400000 | 105.64 |
| 1722988800000 | 105.57 |
| 1723075200000 | 108.08 |
| 1723161600000 | 108.41 |
| 1723420800000 | 107.5 |
| 1723507200000 | 109.29 |
| 1723593600000 | 109.04 |
| 1723680000000 | 112.68 |
| 1723766400000 | 112.92 |
| 1724025600000 | 113.14 |
| 1724112000000 | 112.3 |
| 1724198400000 | 112.84 |
| 1724284800000 | 112.37 |
| 1724371200000 | 113.22 |
| 1724630400000 | 113.26 |
| 1724716800000 | 113.62 |
| 1724803200000 | 113.34 |
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| 1724976000000 | 115.28 |
| 1725321600000 | 114.45 |
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| 1725494400000 | 112.61 |
| 1725580800000 | 110.77 |
| 1725840000000 | 112.19 |
| 1725926400000 | 112.05 |
| 1726012800000 | 112.23 |
| 1726099200000 | 112.9 |
| 1726185600000 | 113.44 |
| 1726444800000 | 113.66 |
| 1726531200000 | 113.97 |
| 1726617600000 | 114.4 |
| 1726704000000 | 115.13 |
| 1726790400000 | 115.19 |
| 1727049600000 | 115.79 |
| 1727136000000 | 116.46 |
| 1727222400000 | 115.65 |
| 1727308800000 | 117.27 |
| 1727395200000 | 117.03 |
| 1727654400000 | 116.93 |
| 1727740800000 | 117.12 |
| 1727827200000 | 116.46 |
| 1727913600000 | 116.12 |
| 1728000000000 | 118.27 |
| 1728259200000 | 116.69 |
| 1728345600000 | 117.46 |
| 1728432000000 | 118.74 |
| 1728518400000 | 118.7 |
| 1728604800000 | 119.39 |
| 1728864000000 | 120.17 |
| 1728950400000 | 120.17 |
| 1729036800000 | 121.13 |
| 1729123200000 | 121.92 |
| 1729209600000 | 121.63 |
| 1729468800000 | 120.56 |
| 1729555200000 | 120.5 |
| 1729641600000 | 120.09 |
| 1729728000000 | 119.79 |
| 1729814400000 | 119.08 |
| 1730073600000 | 119.64 |
| 1730160000000 | 119.39 |
| 1730246400000 | 118.8 |
| 1730332800000 | 117.59 |
| iSTOXX US Family Owned ESG Company | STOXX USA 500 | |
|---|---|---|
| 2022 | -11.860560284496 | -15.905499284322 |
| 2023 | 8.2436820227963 | 21.086357010904 |
| 2024 | 12.46184509908 | 26.906318235291 |
Methodology
The iSTOXX US Family Owned ESG Company index tracks the performance of the largest US stocks that are classified as family-owned by the Centre of Family Entrepreneurship and Ownership (CeFEO). Companies that are non-compliant based on the ISS-ESG Norms Based Screening assessment or are involved in Controversial Weapons are not eligible for selection. Additional exclusion filters are applied, screening companies for involvement in Tobacco, Thermal Coal, Gambling, Pornography, Civilian Firearms, and Military Contracting. Companies that are non-compliant based on the ISS-ESG Norms Based Screening assessment or are involved in Controversial Weapons are not eligible for selection. Additional exclusion filters are applied, screening companies for involvement in Tobacco, Thermal Coal, Gambling, Pornography, Civilian Firearms, and Military Contracting.
| Index | ISIN | Symbol | Bloomberg | Reuters |
|---|---|---|---|---|
| Net Return EUR | CH0462362408 | IXUSFONR | .IXUSFONR | |
| Price EUR | CH0462362390 | IXUSFOE | .IXUSFOE | |
| Gross Return EUR | CH0462362416 | IXUSFOGR | .IXUSFOGR | |
| Gross Return USD | CH0462362440 | IXUSFOGV | .IXUSFOGV | |
| Price USD | CH0462362424 | IXUSFOL | .IXUSFOL | |
| Net Return USD | CH0462362432 | IXUSFOV | IXUSFOV INDEX | .IXUSFOV |
Quick Facts
| Weighting | STOXX Equity - Price Weighted |
| Cap Factor | 10% |
| No. of components | 40 |
| Review frequency | Semi-Annual |
| Calculation/distribution | End of Day |
| Calculation hours | 22:15:00 22:15:00 |
| Base value/base date | 100 as of March. 22, 2021 |
| History | Available from Mar. 22, 2021 |
| Inception date | November. 24, 2022 |
| 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 |
|---|---|---|---|
| Comcast Corp. Cl A | Telecommunications | USA | 10.818% |
| WALMART INC. | Retail | USA | 10.018% |
| Berkshire Hathaway Inc. Cl B | Financial Services | USA | 9.739% |
| Nike Inc. Cl B | Consumer Products and Services | USA | 9.580% |
| DELL TECHNOLOGIES | Technology | USA | 8.110% |
| Marriott International Inc. Cl | Travel and Leisure | USA | 8.003% |
| SHOPIFY A NYS | Technology | USA | 5.470% |
| Republic Services Inc. | Utilities | USA | 5.245% |
| CHARTER COMMUNICATIONS CL.A | Telecommunications | USA | 3.515% |
| Expedia Group Inc | Travel and Leisure | USA | 3.154% |
3Net dividend yield is calculated as net return index return minus price index return
4Based on the composition as of October 31, 2024
ENVIRONMENTAL SOCIAL GOVERNANCE INDICES
iSTOXX US Family Owned ESG Company
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.