Global Brands 50 Dividend Yield Index

29 Mar Global Brands 50 Dividend Yield Index

Posted at 13:12h in Analytics, Global, Lapis Dividend Yield Indices by Lapis_am

Lapis Global Brands 50 Dividend Yield

Lapis Global Brands 50 Dividend Yield Index is composed of the top 50 best-known worldwide brands based on an international ranking. The stocks are equal weighted with an uninterrupted and continuously increasing dividend payments over the last 5 years. The Index is rebalanced on a quarterly basis (end of March, June, September and December).

index facts

Weighting Method	Rebalancing Frequency	Calculation Frequency	Calculation Currency	Launch Date	Initial Price	Nav 31.05.2022
Equal weighted	Quarterly: end of March, June, September, December	Daily	USD	01/01/2012	USD 100.-	291,00

index facts

Weighting Method	Equal weighted
Rebalancing Frequency	Quarterly: end of March, June, September, December
Calculation Frequency	Daily
Calculation Currency	USD
Launch Date	01.01.2012
Initial Price	USD 100.-
Nav 31.05.2022	291,00

PERFORMANCE

empty	2012	2013	2014	2015	2016
Index	16,59%	29,56%	4,60%	-0,48%	10,98%
Benchmark	16,49%	23,44%	4,71%	-1,84%	8,49%
	2017	2018	2019	2020	2021
Index	23,21%	-10,56%	28,43%	13,47%	19,76%
Benchmark	24,62%	-8,93%	27,30%	16,82%	19,04%
	YTD	1 Yr	3 Yr avg	since inception avg
Index	-13,33%	-10,73%	10,53%	10,80%
Benchmark	-12,64%	-6,33%	11,64%	10,44%

PERFORMANCE

empty	Index	Benchmark
2012	16,59%	16,49%
2013	29,56%	23,44%
2014	4,60%	4,71%
2015	-0,48%	-1,84%
2016	10,98%	8,49%
2017	23,21%	24,62%
2018	-10,56%	-8,93%
2019	28,43%	27,30%
2020	13,47%	16,82%
2021	19,76%	19,04%
YTD	-13,33%	-12,64%
1 Yr	-10,73%	-6,33%
3 Yr avg	10,53%	11,64%
since inception avg	10,80%	10,44%

Constituents

Sector Breakdown

Country Breakdown

RATIOS

Void	empty	2012	2013	2014	2015	2016	2017	2018	2019	2020	2021
P/E	Lapis Global Brands 50 DY Index	15,07	16,58	15,36	14,38	16,03	16,52	10,90	16,54	22,93	15,09
	Benchmark	15,42	16,78	17,22	19,45	20,91	20,48	14,89	19,75	31,97	21,59

P/S	Lapis Global Brands 50 DY Index	1,47	1,50	1,26	1,07	1,07	1,12	0,88	1,16	1,60	1,59
	Benchmark	1,08	1,31	1,35	1,43	1,49	1,71	1,41	1,72	2,14	2,26

Jensen Alpha	Lapis Global Brands 50 DY Index	1,00%	5,20%	0,30%	1,30%	1,70%	-1,10%	-3,00%	-0,80%	-3,60%	2,10%

Volatility	Lapis Global Brands 50 DY Index	12,41%	10,13%	8,67%	12,97%	14,02%	6,25%	11,53%	11,03%	29,30%	11,22%
	Benchmark	12,49%	9,49%	8,83%	13,04%	12,78%	5,72%	12,54%	9,98%	28,02%	10,92%

Dividend Yield	Lapis Global Brands 50 DY Index	2,59%	2,28%	2,53%	2,90%	2,92%	2,82%	3,55%	2,84%	2,07%	2,10%
	Benchmark	2,82%	2,43%	2,52%	2,61%	2,50%	2,32%	2,76%	2,40%	1,83%	1,76%

RATIOS

empty	P/E	Void
Void	Lapis Global Brands 50 DY Index	Benchmark
2012	15,07	15,42
2013	16,58	16,78
2014	15,36	17,22
2015	14,38	19,45
2016	16,03	20,91
2017	16,52	20,48
2018	10,9	14,89
2019	16,54	19,75
2020	22,93	31,97
2021	15,09	21,59
empty	empty	empty
empty	P/S	empty
Void	Lapis Global Brands 50 DY Index	Benchmark
2012	1,47	1,08
2013	1,5	1,31
2014	1,26	1,35
2015	1,07	1,43
2016	1,07	1,49
2017	1,12	1,71
2018	0,88	1,41
2019	1,16	1,72
2020	1,6	2,14
2021	1,59	2,26
empty	empty	empty
empty	Jensen Alpha	empty
Void	Lapis Global Brands 50 DY Index	empty
2012	1,00%	empty
2013	5,20%	empty
2014	0,30%	empty
2015	1,30%	empty
2016	1,70%	empty
2017	-1,10%	empty
2018	-3,00%	empty
2019	-0,80%	empty
2020	-3,60%	empty
2021	2,10%	empty
empty	empty	empty
empty	Volatility	empty
Void	Lapis Global Brands 50 DY Index	Benchmark
2012	12,41%	12,49%
2013	10,13%	9,49%
2014	8,67%	8,83%
2015	12,97%	13,04%
2016	14,02%	12,78%
2017	6,25%	5,72%
2018	11,53%	12,54%
2019	11,03%	9,98%
2020	29,30%	28,02%
2021	11,22%	10,92%
empty	empty	empty
empty	Dividend Yield	empty
Void	Lapis Global Brands 50 DY Index	Benchmark
2012	2,59%	2,82%
2013	2,28%	2,43%
2014	2,53%	2,52%
2015	2,90%	2,61%
2016	2,92%	2,50%
2017	2,82%	2,32%
2018	3,55%	2,76%
2019	2,84%	2,40%
2020	2,07%	1,83%
2021	2,10%	1,76%