Sofina Société Anonyme (SOF.BR)
Company Info
- ISINBE0003717312
- SectorFinancial Services
- IndustryAsset Management
SOF.BRShare Price Chart
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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 €53,746 for a total return of roughly 437.46%. All prices are adjusted for splits and dividends.
SOF.BRReturns in periods
| Period | Return | Benchmark |
|---|---|---|
| 1M | -11.63% | -8.74% |
| YTD | -34.21% | -15.89% |
| 6M | -29.72% | -14.39% |
| 1Y | -8.96% | -3.95% |
| 5Y | 17.85% | 10.99% |
| 10Y | 19.24% | 11.45% |
SOF.BRMonthly Returns Heatmap
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SOF.BRDividend History
Sofina Société Anonyme granted a 1.11% dividend yield in the last twelve months, as of May 17, 2022. The annual payout for that period amounted to €3.13 per share.
| Period | TTM | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | €3.13 | €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 | 1.11% | 0.70% | 1.07% | 1.50% | 1.69% | 2.09% | 2.13% | 2.46% | 2.85% | 2.92% | 3.42% | 3.88% | 6.50% |
SOF.BRDrawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
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 38.01%, recorded on May 9, 2022. The portfolio has not recovered from it yet.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -38.01% | Dec 17, 2021 | 100 | May 9, 2022 | — | — | — |
| -30.34% | Feb 20, 2020 | 20 | Mar 18, 2020 | 21 | Apr 20, 2020 | 41 |
| -20.93% | Jul 8, 2011 | 117 | Dec 19, 2011 | 268 | Jan 9, 2013 | 385 |
| -17.53% | Aug 6, 2021 | 39 | Sep 29, 2021 | 49 | Dec 7, 2021 | 88 |
| -16.08% | Jul 21, 2015 | 145 | Feb 11, 2016 | 41 | Apr 12, 2016 | 186 |
| -12.38% | Sep 3, 2020 | 40 | Oct 28, 2020 | 14 | Nov 17, 2020 | 54 |
| -12.34% | Jan 24, 2011 | 38 | Mar 16, 2011 | 28 | Apr 27, 2011 | 66 |
| -12.23% | Jan 5, 2010 | 24 | Feb 5, 2010 | 36 | Mar 29, 2010 | 60 |
| -12.03% | Apr 12, 2010 | 20 | May 7, 2010 | 129 | Nov 4, 2010 | 149 |
| -10.79% | Nov 15, 2018 | 29 | Dec 27, 2018 | 81 | Apr 24, 2019 | 110 |
SOF.BRVolatility Chart
Current Sofina Société Anonyme volatility is 38.56%. 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.
Portfolios with Sofina Société Anonyme
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