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BENCHMARK INDICES

STOXX UK Small Cap

Index Description

Key facts

Descriptive Statistics

Index Market Cap (USD bn) Components (USD bn) Component weight (%) Turnover (%)
Full Free-float Mean Median Largest Smallest Largest Smallest Last 12 monts
STOXX UK Small Cap 518.5 450.7 2.0 1.4 8.7 0.1 1.9 0.0 14.4
STOXX Developed World Small Cap 9,983.0 8,336.4 1.6 0.7 28.1 0.0 0.3 0.0 11.8

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 UK Small Cap 7.3 6.4 21.9 -12.2 20.7 N/A N/A 21.8 -4.2 3.8
STOXX Developed World Small Cap 4.6 4.6 20.0 -2.4 48.5 N/A N/A 19.9 -0.8 8.2
Index volatility and risk Annualized volatility (%) Annualized Sharpe ratio2
STOXX UK Small Cap N/A N/A 18.1 22.6 25.1 N/A N/A 0.9 -0.2 0.1
STOXX Developed World Small Cap N/A N/A 14.6 18.0 20.6 N/A N/A 0.9 -0.1 0.4
Index to benchmark Correlation Tracking error (%)
STOXX UK Small Cap 0.7 0.7 0.7 0.7 0.7 8.6 11.4 12.7 16.1 17.4
Index to benchmark Beta Annualized information ratio
STOXX UK Small Cap 0.7 0.8 0.9 0.9 0.9 3.4 0.3 0.1 -0.2 -0.3

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

2Based on EURIBOR1M

(USD, Net Return), all data as of May 31, 2024

BENCHMARK INDICES

STOXX UK Small Cap

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 UK Small Cap 14.9 14.3 10.1 10.1 1.6 3.9 0.9 9.8
STOXX Developed World Small Cap -0.1 19.2 15.5 15.5 1.8 1.8 1.0 14.9

Performance and annual returns