
29 Mar Global Clean Energy 25 Dividend Yield Index
Lapis Global
Clean Energy 25
Dividend Yield
The Lapis Global Clean Energy 25 Dividend Yield Index is composed of 25 equally weighted Clean Energy related companies, with a mini-mum of USD 2.5 billion of market capitalization and with uninterrupt-ed and continuously increasing dividend payments over the last 5 years. Our rule-based criteria for selecting the most promising com-panies are applied during the quarterly rebalancing process (end of March, June, September, and December).
This Lapis equity index is suitable for investors who are seeking a reliable income stream from companies operating in the clean energy sector. Several factors are responsible to drive the usage of clean energy, the most crucial being the attribution of global warming due to CO2 emission and the aversion to traditional energies. The huge demand of the clean energy generates hundreds of billions in econom-ic activity, and is expected to continue to grow rapidly in the coming years.

index facts
Weighting Method | Rebalancing Frequency | Calculation Frequency | Calculation Currency | Launch Date | Initial Price | Nav | Last Update | cancel |
---|---|---|---|---|---|---|---|---|
Equal weighted | Quarterly: end of March, June, September, December | Daily | USD | 01.01.2012 | USD 100.- | 430.65 | 31.07.2023 |
index facts
Weighting Method | Equal weighted | empty |
---|---|---|
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 31.07.2023 | 430.65 | |
PERFORMANCE
empty | 2013 | 2014 | 2015 | 2016 | 2017 | cancel |
---|---|---|---|---|---|---|
Index | 24.47% | 8.81% | -0.40% | 18.39% | 28.11% | |
Benchmark | 48.58% | -4.89% | 1.73% | -17.03% | 20.98% | |
2018 | 2019 | 2020 | 2021 | 2022 | ||
Index | -7.99% | 33.80% | 33.48% | 23.85% | -14.02% | |
Benchmark | -8.44% | 45.09% | 142.13% | -23.14% | -4.74% | |
YTD | 1 Yr | 3 Yr avg | since inception avg | |||
Index | 6.58% | 0.30% | 12.79% | 13.43% | ||
Benchmark | -2.21% | -12.43% | 7.69% | 8.12% |
PERFORMANCE
empty | Index | Benchmark | cancel |
---|---|---|---|
2013 | 24.47% | 48.58% | |
2014 | 8.81% | -4.89% | |
2015 | -0.40% | 1.73% | |
2016 | 18.39% | -17.03% | |
2017 | 28.11% | 20.98% | |
2018 | -7.99% | -8.44% | |
2019 | 33.80% | 45.09% | |
2020 | 33.48% | 142.13% | |
2021 | 23.85% | -23.14% | |
2022 | -14.02% | -4.74% | |
YTD | 6.58% | -2.21% | |
1 Yr | 0.30% | -12.43% | |
3 Yr avg | 12.79% | 7.69% | |
since inception avg | 13.43% | 8.12% |
Constituents
Sector Breakdown
Country Breakdown
RATIOS
Void | empty | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 |
---|---|---|---|---|---|---|---|---|---|---|---|
P/E | Lapis Global Clean Energy 25 DY Index | 19.24 | 18.48 | 21.10 | 21.73 | 19.27 | 13.52 | 19.32 | 22.89 | 23.32 | 17.57 |
Benchmark | 17.12 | 19.58 | 17.85 | 14.84 | 30.57 | 17.91 | 32.26 | 69.24 | 36.95 | 52.90 | |
P/S | Lapis Global Clean Energy 25 DY Index | 1.17 | 1.14 | 1.29 | 1.32 | 1.55 | 1.31 | 1.98 | 2.48 | 2.57 | 1.23 |
Benchmark | 0.95 | 1.29 | 1.23 | 0.81 | 1.07 | 1.11 | 1.39 | 4.54 | 2.37 | 2.10 | |
Jensen Alpha | Lapis Global Clean Energy 25 DY Index | 11.3% | 10.1% | -0.7% | 28.6% | 18.7% | -3.3% | 14.6% | -24.0% | 29.0% | -14.4% |
Volatility | Lapis Global Clean Energy 25 DY Index | 10.30% | 9.75% | 13.10% | 14.67% | 7.49% | 10.73% | 8.72% | 28.37% | 12.91% | 17.99% |
Benchmark | 17.92% | 16.77% | 20.67% | 20.60% | 10.60% | 14.61% | 13.40% | 40.38% | 30.77% | 32.54% | |
Dividend Yield | Lapis Global Clean Energy 25 DY Index | 2.82% | 2.55% | 2.79% | 2.62% | 3.06% | 3.83% | 3.40% | 3.23% | 3.13% | 3.76% |
Benchmark | 1.42% | 2.45% | 2.43% | 2.84% | 4.36% | 3.14% | 1.96% | 0.93% | 1.67% | 1.63% |
RATIOS
empty | P/E | Void | cancel |
---|---|---|---|
Void | Lapis Global Clean Energy 25 DY Index | Benchmark | |
2013 | 19.24 | 17.12 | |
2014 | 18.48 | 19.58 | |
2015 | 21.1 | 17.85 | |
2016 | 21.73 | 14.84 | |
2017 | 19.27 | 30.57 | |
2018 | 13.52 | 17.91 | |
2019 | 19.32 | 32.26 | |
2020 | 22.89 | 69.24 | |
2021 | 23.32 | 36.95 | |
2022 | 17.57 | 52.9 | |
empty | empty | empty | |
empty | P/S | empty | |
Void | Lapis Global Clean Energy 25 DY Index | Benchmark | |
2013 | 1.17 | 0.95 | |
2014 | 1.14 | 1.29 | |
2015 | 1.29 | 1.23 | |
2016 | 1.32 | 0.81 | |
2017 | 1.55 | 1.07 | |
2018 | 1.31 | 1.11 | |
2019 | 1.98 | 1.39 | |
2020 | 2.48 | 4.54 | |
2021 | 2.57 | 2.37 | |
2022 | 1.23 | 2.1 | |
empty | empty | empty | |
empty | Jensen Alpha | empty | |
Void | Lapis Global Clean Energy 25 DY Index | empty | |
2013 | 11.30% | empty | |
2014 | 10.10% | empty | |
2015 | -0.70% | empty | |
2016 | 28.60% | empty | |
2017 | 18.70% | empty | |
2018 | -3.30% | empty | |
2019 | 14.60% | empty | |
2020 | -24.00% | empty | |
2021 | 29.00% | empty | |
2022 | -14.40% | empty | |
empty | empty | empty | |
empty | Volatility | empty | |
Void | Lapis Global Clean Energy 25 DY Index | Benchmark | |
2013 | 10.30% | 17.92% | |
2014 | 9.75% | 16.77% | |
2015 | 13.10% | 20.67% | |
2016 | 14.67% | 20.60% | |
2017 | 7.49% | 10.60% | |
2018 | 10.73% | 14.61% | |
2019 | 8.72% | 13.40% | |
2020 | 28.37% | 40.38% | |
2021 | 12.91% | 30.77% | |
2022 | 17.99% | 32.54% | |
empty | empty | empty | |
empty | Dividend Yield | empty | |
Void | Lapis Global Clean Energy 25 DY Index | Benchmark | |
2013 | 2.82% | 1.42% | |
2014 | 2.55% | 2.45% | |
2015 | 2.79% | 2.43% | |
2016 | 2.62% | 2.84% | |
2017 | 3.06% | 4.36% | |
2018 | 3.83% | 3.14% | |
2019 | 3.40% | 1.96% | |
2020 | 3.23% | 0.93% | |
2021 | 3.13% | 1.67% | |
2022 | 3.76% | 1.63% |