Global Luxury Brands 20 Dividend Yield Index

29 Mar Global Luxury Brands 20 Dividend Yield Index

Posted at 17:41h in Analytics, Global, Lapis Dividend Yield Indices by Lapis_am

Lapis Global Luxury Brands 20 Dividend Yield

The Lapis Global Luxury Brands 20 Dividend Yield Index is composed of the top 20 best-known worldwide luxury brands based on an international ranking. The stocks are equally weighted and part of them have paid uninterrupted and continuously increasing dividends over the last 5 years. The rest of the companies do not apply to the strict dividend payment policy and are ranked according to this international luxury brands ranking. The Index is rebalanced on a quarterly basis (end of March, June, September, and December).

See the factsheet of the index for further information.

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.-	396.89	28.02.2023

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 28.02.2023	396.89

PERFORMANCE

empty	2013	2014	2015	2016	2017
Index	24.92%	-7.07%	-0.14%	12.62%	49.52%
Benchmark	23.44%	4.71%	-1.84%	8.49%	24.62%
	2018	2019	2020	2021	2022
Index	-6.76%	25.63%	18.68%	26.29%	-20.92%
Benchmark	-8.93%	27.30%	16.82%	19.04%	-17.96%
	YTD	1 Yr	3 Yr avg	since inception avg
Index	13.78%	-1.13%	17.32%	13.14%
Benchmark	4.16%	-7.80%	9.31%	9.49%

PERFORMANCE

empty	Index	Benchmark
2013	24.92%	23.44%
2014	-7.07%	4.71%
2015	-0.14%	-1.84%
2016	12.62%	8.49%
2017	49.52%	24.62%
2018	-6.76%	-8.93%
2019	25.63%	27.30%
2020	18.68%	16.82%
2021	26.29%	19.04%
2022	-20.92%	-17.96%
YTD	13.78%	4.16%
1 Yr	-1.13%	-7.80%
3 Yr avg	17.32%	9.31%
since inception avg	13.14%	9.49%

Constituents

Sector Breakdown

Country Breakdown

RATIOS

Void	empty	2013	2014	2015	2016	2017	2018	2019	2020	2021	2022
P/E	Lapis Gl. Luxury Brands 20 DY Index	15.64	15.87	14.89	27.58	26.86	6.59	22.37	38.23	24.54	14.12
	Benchmark	16.78	17.22	19.45	20.91	20.48	14.89	19.75	31.97	21.59	15.71
P/S	Lapis Gl. Luxury Brands 20 DY Index	1.64	1.53	1.47	1.61	2.03	0.51	1.74	2.14	2.13	1.75
	Benchmark	1.31	1.35	1.43	1.49	1.71	1.41	1.72	2.14	2.26	1.72
Jensen Alpha	Lapis Gl. Luxury Brands 20 DY Index	-1.80%	-10.80%	1.80%	2.30%	18.30%	1.30%	-5.50%	1.40%	3.70%	-0.50%
Volatility	Lapis Gl. Luxury Brands 20 DY Index	13.68%	10.01%	17.56%	18.03%	8.59%	15.64%	14.71%	32.33%	17.87%	30.68%
	Benchmark	9.49%	8.83%	13.04%	12.78%	5.72%	12.54%	9.98%	28.02%	10.92%	19.70%
Dividend Yield	Lapis Gl. Luxury Brands 20 DY Index	1.76%	1.98%	2.21%	1.81%	1.55%	2.06%	3.12%	1.26%	1.92%	3.02%
	Benchmark	2.43%	2.52%	2.61%	2.50%	2.32%	2.76%	2.40%	1.83%	1.76%	2.38%

RATIOS

empty	P/E	Void
Void	Lapis Gl. Luxury Brands 20 DY Index	Benchmark
2013	15.64	16.78
2014	15.87	17.22
2015	14.89	19.45
2016	27.58	20.91
2017	26.86	20.48
2018	6.59	14.89
2019	22.37	19.75
2020	38.23	31.97
2021	24.54	21.59
2022	14.12	15.71
empty	empty	empty
empty	P/S	empty
Void	Lapis Gl. Luxury Brands 20 DY Index	Benchmark
2013	1.64	1.31
2014	1.53	1.35
2015	1.47	1.43
2016	1.61	1.49
2017	2.03	1.71
2018	0.51	1.41
2019	1.74	1.72
2020	2.14	2.14
2021	2.13	2.26
2022	1.75	1.72
empty	empty	empty
empty	Jensen Alpha	empty
Void	Lapis Gl. Luxury Brands 20 DY Index	empty
2013	-1.80%	empty
2014	-10.80%	empty
2015	1.80%	empty
2016	2.30%	empty
2017	18.30%	empty
2018	1.30%	empty
2019	-5.50%	empty
2020	1.40%	empty
2021	3.70%	empty
2022	-0.50%	empty
empty	empty	empty
empty	Volatility	empty
Void	Lapis Gl. Luxury Brands 20 DY Index	Benchmark
2013	13.68%	9.49%
2014	10.01%	8.83%
2015	17.56%	13.04%
2016	18.03%	12.78%
2017	8.59%	5.72%
2018	15.64%	12.54%
2019	14.71%	9.98%
2020	32.33%	28.02%
2021	17.87%	10.92%
2022	30.68%	19.70%
empty	empty	empty
empty	Dividend Yield	empty
Void	Lapis Gl. Luxury Brands 20 DY Index	Benchmark
2013	1.76%	2.43%
2014	1.98%	2.52%
2015	2.21%	2.61%
2016	1.81%	2.50%
2017	1.55%	2.32%
2018	2.06%	2.76%
2019	3.12%	2.40%
2020	1.26%	1.83%
2021	1.92%	1.76%
2022	3.02%	2.38%