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Sofina SA
ISIN BE0003717312
|WKN 852448
Marktkapitalisatie (in EUR)
7,882 m
Land
Belgium
Sector
Finance
Dividendrendement
1.13%
Overzicht
Koers
Beschrijving
Sofina SA is a traded investment company invest in both private and listed companies located in North America, Asia Pacific and Europe primarily in Western Europe, India, China and the United States. It targets companies operating in the fields of digital transformation, consumer & retail, education, healthcare, energy and services, e-commerce, consumer goods, digital, satellite operations, industry, finance companies, financial services, media, communications, insurance, property development and life sciences. It provides financing for early stage, later stage, buyout and growth capital requirements with an investment size of €5 to €300 million. It acts as a lead investor, considers co-investments and takes a minority interest.
Finance Investment Services Belgium
Grafiek
Financiële kerngegevens
Kerncijfers
| Marktkapitalisatie, EUR | 7,882 m |
| WPA, EUR | - |
| KBV | 0.7 |
| K/W | 64.2 |
| Dividendrendement | 1.13% |
Winst- en verliesrekening (2025)
| Omzet, EUR | 129 m |
| Netto-inkomen, EUR | 113 m |
| Winstmarge | 87.38% |
In welke ETF zit Sofina SA?
Er zijn 53 ETF's die Sofina SA bevatten. Al deze ETF's staan in de tabel hieronder. De ETF met de grootste weging van Sofina SA is de Amundi BEL 20 UCITS ETF Dist.
Prestaties
Rendementsoverzicht
| YTD | -12,76% |
| 1 maand | -12,22% |
| 3 maanden | -13,29% |
| 6 maanden | -16,91% |
| 1 jaar | -9,75% |
| 3 jaar | +4,02% |
| 5 jaar | -26,62% |
| Since inception | +27,04% |
| 2025 | +13,31% |
| 2024 | -3,64% |
| 2023 | +8,26% |
| 2022 | -51,42% |
Maandelijks rendement in een heat map
Risico
Risk metrics in this section:
- Volatility, annualised, measured for 1, 3 and 5 year periods. The annualised volatility reflects the degree of price fluctuations during a one year period. The higher the volatility, the more significantly the price of the asset (stock, ETF, etc.) has changed in the past. Assets with higher volatility are generally considered more risky. We calculate the volatility based on the data for the past 1, 3 and 5 years so that you can see if price fluctuations for the ETF became stronger or weaker over time.
- Return per risk for 1, 3 and 5 year periods. This is the annualised (i.e. converted to a one year period) past return divided by the past annualised volatility. The metric puts the historical return of an asset in relation to its historical risk and gives you a retrospective indication of the degree of price fluctuation you had to bear with in order to obtain the return. We calculate this parameter for 1, 3 and 5 year periods to display its evolution over time.
- Maximum drawdown for a period. This shows the worst possible loss an investor could have suffered during the respective period, by first buying and subsequently selling the asset at the least favourable prices. For example, if there was the following sequence of daily ETF prices: 10€, 5€, 12€, 20€, an investor would have suffered the worst loss by buying for 10€ and subsequently selling for 5€. Therefore in this case the maximum drawdown would be (5€ - 10€)/10€ = -50%.
Risico-overzicht
| Volatiliteit 1 jaar | 25,99% |
| Volatiliteit 3 jaar | 24,40% |
| Volatiliteit 5 jaar | 27,65% |
| Rendement/Risico 1 jaar | -0,38 |
| Rendement/Risico 3 jaar | 0,05 |
| Rendement/Risico 5 jaar | -0,22 |
| Maximaal waardedaling 1 jaar | -26,79% |
| Maximaal waardedaling 3 jaar | -26,79% |
| Maximaal waardedaling 5 jaar | -60,32% |
| Maximaal waardedaling sinds aanvang | -60,32% |
Voortschrijdende volatiliteit over 1 jaar
Nieuwste artikelen
— Gegevens verstrekt door Trackinsight, etfinfo, Xignite Inc., gettex, FactSet en justETF GmbH.
Standaard zijn ETF-rendementen inclusief dividenduitkeringen (indien van toepassing). Er is geen garantie voor de volledigheid, juistheid en correctheid van de getoonde informatie.