Regal Rexnord
ISIN US7587501039
|WKN 876288
Overview
Description
Regal Rexnord Corp. engages in engineering and manufacturing of factory automation sub-systems, industrial powertrain solutions, automation and mechanical power transmission components, electric motors and electronic controls, air moving products, and specialty electrical components and systems. Its segments include: Industrial Powertrain Solutions (“IPS”), Power Efficiency Solutions (“PES”), Automation & Motion Control (“AMC”) and Industrial Systems. The IPS segment designs, produces and services mounted and unmounted bearings, couplings, mechanical power transmission drives and components, gearboxes and gear motors, clutches, brakes, special components products and industrial powertrain components and solutions. The PES segment offers AC and DC motors, electronic variable speed controls, and blowers for residential, commercial HVAC, water heaters, commercial refrigeration, commercial building ventilation, pool and spa, irrigation, agriculture, conveying, and general commercial equipment markets. The AMC segment designs, produces and services conveyor products, conveying automation subsystems, aerospace components, rotary precision motion solutions, high-efficiency miniature motors and motion control products, automation transfer switches, switchgear for industrial applications and automation systems. The Industrial Systems segment designs and produces integral motors, alternators for industrial applications, along with aftermarket parts and kits to support such products. The company was founded in 1955 and is headquartered in Milwaukee, WI.
Industrials Industrial Manufacturing Electrical Equipment and Power Systems United States
Chart
Financials
Key metrics
| Market capitalisation, EUR | 10,439.78 m |
| EPS, EUR | -0.03 |
| P/B ratio | 1.77 |
| P/E ratio | 31.85 |
| Dividend yield | 0.83% |
Income statement (2023)
| Revenue, EUR | 5,781.79 m |
| Net income, EUR | -53.09 m |
| Profit margin | -0.92% |
What ETF is Regal Rexnord in?
There are 36 ETFs which contain Regal Rexnord. All of these ETFs are listed in the table below. The ETF with the largest weighting of Regal Rexnord is the Amundi MSCI Future Mobility ESG Screened UCITS ETF Acc.
| ETF | Weight | Investment focus | Holdings | TER | Fund size (in m EUR) | Return 1Y | WKN | ISIN |
|---|---|---|---|---|---|---|---|---|
| JPMorgan BetaBuilders US Small Cap Equity UCITS ETF USD (acc) | 0.21% | Equity United States Small Cap | 1,385 | 0.14% | 42 | +35.22% | A3DQ08 | IE000JNKVS10 |
| UBS ETF (IE) MSCI USA Select Factor Mix UCITS ETF (hedged to EUR) A-acc | 0.04% | Equity United States Multi-Factor Strategy | 1,947 | 0.28% | 7 | +34.99% | A2DWAC | IE00BDGV0746 |
| Ossiam Bloomberg USA PAB UCITS ETF 1A (EUR) | 0.03% | Equity United States Social/Environmental Climate Change | 579 | 0.12% | 767 | +37.77% | A3DQKK | IE000IIED424 |
| WisdomTree Global Quality Dividend Growth UCITS ETF USD (Inst) Dist | 0.02% | Equity World Fundamental/Quality | 586 | 0.38% | 668 | - | A401KR | IE00030Y2P41 |
| JPMorgan Active US Value UCITS ETF USD (acc) | 0.34% | Equity United States Value | 156 | 0.49% | 5 | - | A3EW6J | IE000TD3TI26 |
| JPMorgan Active US Value UCITS ETF EUR Hedged (acc) | 0.34% | Equity United States Value | 156 | 0.49% | 2 | - | A3EW6T | IE000CQQ22C8 |
| Amundi MSCI Robotics & AI ESG Screened UCITS ETF Acc | 0.41% | Equity World Technology Social/Environmental Artificial Intelligence | 165 | 0.40% | 872 | +34.62% | A2JSC9 | LU1861132840 |
| Amundi MSCI Future Mobility ESG Screened UCITS ETF Acc | 1.53% | Equity World Technology Social/Environmental Future Mobility | 87 | 0.45% | 252 | +31.77% | LYX0ZJ | LU2023679090 |
| JPMorgan BetaBuilders US Small Cap Equity UCITS ETF USD (dist) | 0.21% | Equity United States Small Cap | 1,385 | 0.14% | 137 | +35.42% | A3DQ09 | IE0001O84583 |
| UBS ETF (IE) MSCI USA Select Factor Mix UCITS ETF (USD) A-dis | 0.04% | Equity United States Multi-Factor Strategy | 1,947 | 0.25% | 32 | +34.00% | A2DND0 | IE00BDGV0308 |
| Global X U.S. Infrastructure Development UCITS ETF USD Distributing | 0.86% | Equity United States Infrastructure | 99 | 0.47% | 16 | +43.38% | A2QR35 | IE00BLCHJ641 |
| L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing | 0.01% | Equity World Multi-Factor Strategy | 3,612 | 0.50% | 58 | +27.79% | WELT0B | IE000FPWSL69 |
| UBS ETF (IE) MSCI USA Small Cap ESG Leaders UCITS ETF (USA) A-acc | 0.47% | Equity United States Small Cap | 722 | 0.20% | 533 | - | A40EWV | IE000XFXBGR0 |
| Lyxor Core US Equity (DR) UCITS ETF - Dist | 0.03% | Equity United States | 608 | 0.04% | 31 | +39.08% | LYX0YB | LU1781540957 |
| iShares MSCI World Small Cap UCITS ETF | 0.14% | Equity World Small Cap | 3,313 | 0.35% | 4,040 | +29.25% | A2DWBY | IE00BF4RFH31 |
| WisdomTree Global Quality Dividend Growth UCITS ETF EUR Hedged Acc | 0.02% | Equity World Fundamental/Quality | 586 | 0.43% | 5 | +26.60% | A3D10A | IE0007M3MLF3 |
| WisdomTree Global Quality Dividend Growth UCITS ETF USD | 0.02% | Equity World Fundamental/Quality | 586 | 0.38% | 331 | +26.86% | A2AG1D | IE00BZ56RN96 |
| Xtrackers MSCI Innovation UCITS ETF 1C | 0.06% | Equity World Social/Environmental Innovation | 196 | 0.30% | 8 | +38.06% | DBX0R4 | IE0006FFX5U1 |
| SPDR MSCI ACWI IMI UCITS ETF USD Unhedged (Acc) | 0.05% | Equity World | 3,487 | 0.17% | 1,905 | +31.60% | A1JJTD | IE00B3YLTY66 |
| UBS ETF (IE) MSCI USA Select Factor Mix UCITS ETF (USD) A-acc | 0.04% | Equity United States Multi-Factor Strategy | 1,947 | 0.25% | 81 | +33.36% | A2JSD1 | IE00BDGV0415 |
| WisdomTree Global Quality Dividend Growth UCITS ETF GBP Hedged Dist | 0.02% | Equity World Fundamental/Quality | 586 | 0.43% | 1 | +33.88% | A3D88W | IE000LRRPK60 |
| WisdomTree Global Quality Dividend Growth UCITS ETF USD Acc | 0.02% | Equity World Fundamental/Quality | 586 | 0.38% | 664 | +26.80% | A2AG1E | IE00BZ56SW52 |
| SPDR MSCI World Small Cap UCITS ETF | 0.13% | Equity World Small Cap | 3,560 | 0.45% | 864 | +28.92% | A1W56P | IE00BCBJG560 |
| Ossiam Bloomberg USA PAB UCITS ETF 1A (EUR Hedged) | 0.03% | Equity United States Social/Environmental Climate Change | 579 | 0.15% | 11 | +39.53% | A3DQKM | IE000JCGTOP1 |
| Global X U.S. Infrastructure Development UCITS ETF USD Accumulating | 0.86% | Equity United States Infrastructure | 99 | 0.47% | 419 | +43.72% | A2QPB5 | IE00BLCHJ534 |
| SPDR MSCI ACWI IMI UCITS ETF USD Unhedged (Dist) | 0.05% | Equity World | 3,487 | 0.17% | 8 | - | A40F93 | IE000DD75KQ5 |
| UBS ETF (IE) MSCI USA Select Factor Mix UCITS ETF (hedged to CHF) A-acc | 0.04% | Equity United States Multi-Factor Strategy | 1,947 | 0.28% | 24 | +33.77% | A2DWAB | IE00BDGV0C91 |
| iShares MSCI USA Small Cap ESG Enhanced UCITS ETF (Acc) | 0.18% | Equity United States Small Cap | 1,598 | 0.43% | 1,711 | +32.65% | A0X8SB | IE00B3VWM098 |
| iShares Russell 1000 Value UCITS ETF USD (Acc) | 0.05% | Equity United States Value | 850 | 0.18% | 55 | +30.54% | A3ECC2 | IE0002EKOXU6 |
| Invesco FTSE RAFI US 1000 UCITS ETF | 0.03% | Equity United States Fundamental/Quality | 1,008 | 0.39% | 394 | +31.59% | A0M2EA | IE00B23D8S39 |
| L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating | 0.01% | Equity World Multi-Factor Strategy | 3,612 | 0.50% | 311 | +28.30% | WELT0A | IE0001UQQ933 |
| SPDR MSCI USA Small Cap Value Weighted UCITS ETF | 0.20% | Equity United States Small Cap | 1,705 | 0.30% | 500 | +34.28% | A12HU5 | IE00BSPLC413 |
| SPDR S&P 400 US Mid Cap UCITS ETF | 0.39% | Equity United States Mid Cap | 401 | 0.30% | 2,399 | +32.58% | A1JSHV | IE00B4YBJ215 |
| iShares MSCI World Small Cap ESG Enhanced UCITS ETF USD (Acc) | 0.05% | Equity World Small Cap | 2,240 | 0.35% | 67 | +29.03% | A3C14G | IE000T9EOCL3 |
| HSBC MSCI World Small Cap ESG UCITS ETF USD (Acc) | 0.31% | Equity World Small Cap | 1,149 | 0.25% | 59 | +29.14% | A3DUNV | IE000C692SN6 |
| JPMorgan Active US Value UCITS ETF USD (dist) | 0.34% | Equity United States Value | 156 | 0.49% | 5 | - | A3EW6N | IE000DTA2ZH9 |
Performance
Returns overview
| YTD | +11.27% |
| 1 month | +5.30% |
| 3 months | +6.16% |
| 6 months | +1.27% |
| 1 year | +35.14% |
| 3 years | +19.28% |
| 5 years | - |
| Since inception (MAX) | +25.11% |
| 2023 | +18.53% |
| 2022 | -21.61% |
| 2021 | - |
| 2020 | - |
Monthly returns in a heat map
Risk
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%.
Risk overview
| Volatility 1 year | 37.88% |
| Volatility 3 years | 34.55% |
| Volatility 5 years | - |
| Return per risk 1 year | 0.92 |
| Return per risk 3 years | 0.17 |
| Return per risk 5 years | - |
| Maximum drawdown 1 year | -28.15% |
| Maximum drawdown 3 years | -41.75% |
| Maximum drawdown 5 years | - |
| Maximum drawdown since inception | -41.75% |
Rolling 1 year volatility
— Data provided by Trackinsight, etfinfo, Xignite Inc., gettex, FactSet and justETF GmbH. Quotes are either real-time (gettex) or 15 minutes delayed stock exchange quotes or NAVs (daily published by the fund provider). By default, ETF returns include dividend payments (if applicable). There is no warranty for completeness, accuracy and correctness for the displayed information.