Continue active refreshing of this index's data?

Continue active refreshing of this index's data?

Export PDF

BLUE CHIP INDICES

STOXX Balkan 50 Equal Weight

Index Description

The STOXX Balkan 50 Equal Weight Index represents the leading blue chips from eight Balkan countries in terms of free-float market cap. The eight countries are: Bulgaria, Croatia, Greece, the former Yugoslav Republic of Macedonia (FYROM), Romania, Serbia, Slovenia and Turkey.

Key facts

  • Diversified, as it incorporates a capping factor to ensure that no country/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 Balkan 50 Equal Weight N/A 4,339.3 100.9 100.8 145.3 74.8 3.3 1.7 24.2
STOXX Balkan Total Market 423.9 170.1 0.4 0.1 6.4 0.0 3.7 0.0 9.9

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 Balkan 50 Equal Weight -3.6 27.8 32.4 100.7 125.0 N/A N/A 33.0 26.4 17.8
STOXX Balkan Total Market -8.4 16.3 7.6 77.3 100.1 N/A N/A 7.7 21.3 15.1
Index volatility and risk Annualized volatility (%) Annualized Sharpe ratio2
STOXX Balkan 50 Equal Weight N/A N/A 9.9 13.0 15.5 N/A N/A 2.4 1.7 1.0
STOXX Balkan Total Market N/A N/A 18.3 22.7 23.6 N/A N/A 0.2 0.8 0.6
Index to benchmark Correlation Tracking error (%)
STOXX Balkan 50 Equal Weight 0.9 0.9 0.9 0.9 0.9 11.7 8.4 10.6 12.5 12.0
Index to benchmark Beta Annualized information ratio
STOXX Balkan 50 Equal Weight 0.6 0.6 0.5 0.5 0.6 4.9 1.6 1.8 0.1 0.0

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

2Based on EURIBOR1M

(EUR, Net Return), all data as of August 30, 2024

BLUE CHIP INDICES

STOXX Balkan 50 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
STOXX Balkan 50 Equal Weight 7.3 8.0 6.9 6.9 1.2 5.1 0.8 13.9
STOXX Balkan Total Market 7.4 7.2 6.6 6.6 1.3 3.1 0.8 9.2

Performance and annual returns