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Global Financial Technology 25

Global Gold Miners 20 Dividend Yield Analysis

Lapis Global Gold Miners 20 Dividend Yield

The Lapis Global Gold Miners 20 Dividend Yield Analysis is composed of 20 global gold mining stocks. All companies in our equity Analysis have a market capitalization greater than USD 2 billion and 50 % of them have paid uninterrupted and continuously increasing dividends over the last 3 years and are weighted with 6% each. In contrast, a maximum of 50 % of the companies included in our equity Analysis do not apply a strict dividend payment policy and are weighted with 4% each. Our rule-based criteria for selecting the most promising companies are applied during the quarterly rebalancing process (end of March, June, September, and December).

This Lapis equity Analysis is suitable for investors who are seeking a small but reliable income stream from gold mining companies with the potential of an important capital appreciation during market disruptions. The performance of gold miners’ companies is highly dependent on the gold price and the respective production costs. Factors such as uncertainty and fear in traditional stocks, or a weak U.S. dollar can drive gold prices (and in turn, gold stocks) higher. Traditionally gold miners enjoy a low correlation with the broader market.

Analysis 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.- 107.85 29.12.2023

Analysis facts

PERFORMANCE

empty 2013 2014 2015 2016 2017 cancel
Analysis -50.98% -4.10% -26.17% 64.75% 17.01%
Benchmark -52.00% -16.43% -26.32% 62.93% 9.39%
2018 2019 2020 2021 2022
Analysis -2.49% 41.32% 31.75% -11.71% -9.87%
Benchmark -12.98% 51.05% 25.68% -7.72% -14.52%
YTD 1 Yr 3 Yr avg since inception avg
Analysis 12.12% 12.12% -4.04% 0.64%
Benchmark 13.88% 13.88% -3.99% -3.24%

PERFORMANCE

empty Analysis Benchmark cancel
2013 -50.98% -52.00%
2014 -4.10% -16.43%
2015 -26.17% -26.32%
2016 64.75% 62.93%
2017 17.01% 9.39%
2018 -2.49% -12.98%
2019 41.32% 51.05%
2020 31.75% 25.68%
2021 -11.71% -7.72%
2022 -9.87% -14.52%
YTD 12.12% 13.88%
1 Yr 12.12% 13.88%
3 Yr avg -4.04% -3.99%
since inception avg 0.64% -3.24%

Constituents

Sector Breakdown

Country Breakdown