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INDUSTRY INDICES

STOXX USA 900 Industry Energy

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Index Description

The STOXX Industry indices track industries of the relevant benchmark index. There are 11 industries according to the Industry Classification Benchmark (ICB). Companies are categorized according to their primary source of revenue. The following Industries are available: Technology, Telecommunications, Health Care, Financials, Real Estate, Consumer Discretionary, Consumer Staples, Industrials, Basic Materials, Energy, Utilities.

Key facts

  • Categorization according to their primary source of revenue guarantees an accurate classification of companies in their respective business environments

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 USA 900 Industry Energy 2,034.7 1,986.9 48.5 23.8 524.1 4.7 26.4 0.2 5.1
STOXX USA 900 57,781.8 55,534.3 61.7 17.6 3,608.4 3.6 6.5 0.0 2.5

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 USA 900 Industry Energy 7.3 13.6 13.8 68.4 67.4 N/A N/A 14.1 19.2 11.0
STOXX USA 900 6.5 27.0 33.2 29.9 90.6 N/A N/A 33.8 9.2 13.9
Index volatility and risk Annualized volatility (%) Annualized Sharpe ratio2
STOXX USA 900 Industry Energy N/A N/A 17.7 26.4 36.1 N/A N/A 0.6 0.5 0.3
STOXX USA 900 N/A N/A 12.6 18.1 21.7 N/A N/A 2.0 0.3 0.5
Index to benchmark Correlation Tracking error (%)
STOXX USA 900 Industry Energy 0.5 0.3 0.3 0.4 0.6 15.6 18.1 18.0 24.4 28.4
Index to benchmark Beta Annualized information ratio
STOXX USA 900 Industry Energy 0.7 0.4 0.5 0.7 1.0 0.6 -0.7 -0.9 0.3 -0.1

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

2Based on EURIBOR1M

(USD, Price), all data as of November 29, 2024

INDUSTRY INDICES

STOXX USA 900 Industry Energy

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 USA 900 Industry Energy 15.2 15.6 15.2 15.2 2.5 2.5 1.4 16.2
STOXX USA 900 31.5 25.4 28.7 28.7 5.4 1.3 3.1 19.6

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 industry 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 CH0462359321 SX90ER SX90ER INDEX .SX90ER
Price EUR CH0462359313 SX90EP SX90EP INDEX .SX90EP
Gross Return EUR CH0462359305 SX90EGR .SX90EGR
Net Return USD CH0462359354 SX90EV SX90EV INDEX .SX90EV
Price USD CH0462359347 SX90EL SX90EL INDEX .SX90EL
Gross Return USD CH0462359339 SX90EGV .SX90EGV

Quick Facts

Weighting Free-float market cap
Cap Factor None except for the STOXX Europe 600 Supersectors, EURO STOXX 30-15 indices where the largest company is capped at 30% and the second largest at 15%
No. of components Variable
Review frequency Quarterly
Calculation/distribution realtime 15 sec
Calculation hours 09:00 CET 18:00 CET
Base value/base date 100 as of Jun. 15, 2012
History Jun. 15, 2012
Inception date Sep. 21, 2020
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
Exxon Mobil Corp. Energy USA 26.377%
Chevron Corp. Energy USA 13.938%
ConocoPhillips Energy USA 7.110%
EOG Resources Inc. Energy USA 3.814%
Williams Cos. Energy USA 3.590%
ONEOK Inc. Energy USA 3.339%
Schlumberger Ltd. Energy USA 3.140%
PHILLIPS 66 Energy USA 2.822%
KINDER MORGAN Energy USA 2.792%
MARATHON PETROLEUM Energy USA 2.630%

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.