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Sofina Société Anonyme

SOF.BR
Equity · Currency in EUR
Sector
Financial Services
Industry
Asset Management
ISIN
BE0003717312

SOF.BRPrice Chart


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S&P 500

SOF.BRPerformance

The chart shows the growth of €10,000 invested in Sofina Société Anonyme on Jan 5, 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly €65,355 for a total return of roughly 553.55%. All prices are adjusted for splits and dividends.


SOF.BR (Sofina Société Anonyme)
Benchmark (S&P 500)

SOF.BRReturns in periods

Returns over 1 year are annualized

PeriodReturn
1M-10.37%
6M23.75%
YTD25.98%
1Y49.77%
5Y23.94%
10Y21.21%

SOF.BRMonthly Returns Heatmap


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SOF.BRSharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current Sofina Société Anonyme Sharpe ratio is 2.41. A Sharpe ratio higher than 2.0 is considered very good.

The chart below displays rolling 12-month Sharpe Ratio.


SOF.BR (Sofina Société Anonyme)
Benchmark (S&P 500)

SOF.BRDividends

Sofina Société Anonyme granted a 0.87% dividend yield in the last twelve months, as of Sep 18, 2021. The annual payout for that period amounted to €3.01 per share.


PeriodTTM20202019201820172016201520142013201220112010
Dividend€3.01€2.90€2.79€2.67€2.56€2.45€2.28€2.17€2.07€1.96€1.85€3.49

Dividend yield

0.87%1.05%1.45%1.61%1.95%1.96%2.20%2.50%2.50%2.84%3.11%5.08%

SOF.BRDrawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


SOF.BR (Sofina Société Anonyme)
Benchmark (S&P 500)

SOF.BRWorst Drawdowns

The table below shows the maximum drawdowns of the Sofina Société Anonyme. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the Sofina Société Anonyme is 30.34%, recorded on Mar 18, 2020. It took 21 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-30.34%Feb 20, 202020Mar 18, 202021Apr 20, 202041
-20.93%Jul 8, 2011117Dec 19, 2011268Jan 9, 2013385
-16.26%Aug 6, 202129Sep 15, 2021
-16.08%Jul 21, 2015145Feb 11, 201641Apr 12, 2016186
-12.38%Sep 3, 202040Oct 28, 202014Nov 17, 202054
-12.34%Jan 24, 201138Mar 16, 201128Apr 27, 201166
-12.23%Jan 5, 201024Feb 5, 201036Mar 29, 201060
-12.03%Apr 12, 201020May 7, 2010129Nov 4, 2010149
-10.79%Nov 15, 201829Dec 27, 201881Apr 24, 2019110
-9.62%Feb 9, 202119Mar 5, 202122Apr 8, 202141

SOF.BRVolatility Chart

Current Sofina Société Anonyme volatility is 17.93%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.


SOF.BR (Sofina Société Anonyme)
Benchmark (S&P 500)

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