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INDUSTRY INDICES

STOXX Global 3000 Industry Energy

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 Global 3000 Industry Energy 4,223.3 3,605.7 23.6 7.3 461.6 1.9 12.8 0.1 5.5
STOXX Global 3000 85,636.6 75,520.5 25.2 7.1 3,126.9 1.2 4.1 0.0 3.0

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 Global 3000 Industry Energy 7.8 8.5 13.0 50.8 23.0 N/A N/A 13.3 14.9 4.3
STOXX Global 3000 3.0 7.9 22.0 17.6 56.1 N/A N/A 22.6 5.6 9.4
Index volatility and risk Annualized volatility (%) Annualized Sharpe ratio2
STOXX Global 3000 Industry Energy N/A N/A 16.7 23.0 28.6 N/A N/A 0.6 0.5 0.1
STOXX Global 3000 N/A N/A 10.2 14.6 17.6 N/A N/A 1.7 0.3 0.5
Index to benchmark Correlation Tracking error (%)
STOXX Global 3000 Industry Energy 0.3 0.3 0.5 0.5 0.7 10.5 12.7 14.9 19.5 20.5
Index to benchmark Beta Annualized information ratio
STOXX Global 3000 Industry Energy 0.3 0.4 0.8 0.9 1.1 5.6 0.2 -0.5 0.4 -0.2

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

2Based on EURIBOR1M

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

INDUSTRY INDICES

STOXX Global 3000 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 Global 3000 Industry Energy 11.6 11.4 11.4 11.4 1.8 3.6 0.8 13.7
STOXX Global 3000 23.2 18.8 20.9 20.9 3.0 2.0 2.0 2.5

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
Gross Return EUR CH0462358521 SXGBEGR .SXGBEGR
Net Return EUR CH0462358547 SXGBER SXGBER INDEX .SXGBER
Price EUR CH0462358539 SXGBEP SXGBEP INDEX .SXGBEP
Gross Return USD CH0462358554 SXGBEGV .SXGBEGV
Net Return USD CH0462358570 SXGBEV SXGBEV INDEX .SXGBEV
Price USD CH0462358562 SXGBEL SXGBEL INDEX .SXGBEL

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 Mar. 18, 2011
History Mar. 18, 2011
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.

INDUSTRY INDICES

STOXX Global 3000 Industry Energy

Top 10 Components4

Company Supersector Country Weight
Exxon Mobil Corp. Energy USA 12.810%
Chevron Corp. Energy USA 7.551%
SHELL Energy UK 5.997%
TOTALENERGIES Energy France 4.541%
ConocoPhillips Energy USA 4.161%
Reliance Industries Ltd Energy India 3.396%
BP Energy UK 3.079%
Canadian Natural Resources Ltd Energy Canada 2.296%
Schlumberger Ltd. Energy USA 2.173%
Enbridge Inc. Energy Canada 2.134%

3Net dividend yield is calculated as net return index return minus price index return

4Based on the composition as of March 29, 2024