
29 Mar Global Natural Resources Dividend Yield Index
Lapis Global Natural Resources 25 Dividend Yield
The Lapis Global Natural Resources 25 Dividend Yield Index is composed of 25 worldwide leading natural resources companies. All companies in our equally weighted equity index have a market capitalization greater than USD 10 billion and have paid uninterrupted and continuously increasing dividends over the last 5 years. Our rule-based criteria for selecting the most promising companies are applied during the quarterly rebalancing process (end of January, April, July and October).
This Lapis equity index is suitable for investors who are seeking a reliable strong income stream from companies operating in the global natural resources industry. The sector shows a cyclical growing with a positive diversification benefits relative to traditional asset classes. The demand for natural resources is expected to increase due to growing populations and rising per capita income in global markets. These factors make natural resources one of the most interesting sectors in the medium-long term.

index facts
Weighting Method | Rebalancing Frequency | Calculation Frequency | Calculation Currency | Launch Date | Initial Price | Nav | Last Update | cancel |
---|---|---|---|---|---|---|---|---|
Equal weighted | Quarterly: end of January, April, July, October | Daily | USD | 01.01.2012 | USD 100.- | 281.51 | 31.07.2023 |
index facts
Weighting Method | Equal weighted | empty |
---|---|---|
Rebalancing Frequency | Quarterly: end of January, April, July, October | |
Calculation Frequency | Daily | |
Calculation Currency | USD | |
Launch Date | 01.01.2012 | |
Initial Price | USD 100.- | |
Nav 31.07.2023 | 281.51 | |
PERFORMANCE
empty | 2013 | 2014 | 2015 | 2016 | 2017 | cancel |
---|---|---|---|---|---|---|
Index | 17.68% | 0.57% | -11.19% | 33.15% | 19.54% | |
Benchmark | 1.55% | -9.66% | -24.00% | 32.28% | 22.66% | |
2018 | 2019 | 2020 | 2021 | 2022 | ||
Index | -10.56% | 27.38% | -20.79% | 32.12% | 22.59% | |
Benchmark | -12.57% | 17.20% | 0.68% | 25.20% | 10.32% | |
YTD | 1 Yr | 3 Yr avg | since inception avg | |||
Index | 5.81% | 15.14% | 24.19% | 9.35% | ||
Benchmark | 4.35% | 12.75% | 18.96% | 5.19% |
PERFORMANCE
empty | Index | Benchmark | cancel |
---|---|---|---|
2013 | 17.68% | 1.55% | |
2014 | 0.57% | -9.66% | |
2015 | -11.19% | -24.00% | |
2016 | 33.15% | 32.28% | |
2017 | 19.54% | 22.66% | |
2018 | -10.56% | -12.57% | |
2019 | 27.38% | 17.20% | |
2020 | -20.79% | 0.68% | |
2021 | 32.12% | 25.20% | |
2022 | 22.59% | 10.32% | |
YTD | 5.81% | 4.35% | |
1 Yr | 15.14% | 12.75% | |
3 Yr avg | 24.19% | 18.96% | |
since inception avg | 9.35% | 5.19% |
Constituents
Sector Breakdown
Country Breakdown
RATIOS
Void | empty | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 |
---|---|---|---|---|---|---|---|---|---|---|---|
P/E | Lapis Gl. Nat. Resources 25 DY Index | 14.94 | 11.31 | 28.58 | 32.64 | 23.03 | 10.08 | 11.57 | 41.49 | 12.11 | 8.31 |
Benchmark | 20.58 | 18.28 | 431.64 | 157.56 | 20.48 | 12.06 | 19.19 | 128.84 | 12.33 | 7.35 | |
P/S | Lapis Gl. Nat. Resources 25 DY Index | 0.88 | 0.98 | 0.76 | 1.37 | 1.24 | 0.91 | 1.02 | 0.89 | 0.85 | 0.84 |
Benchmark | 0.84 | 0.78 | 0.64 | 1.01 | 1.06 | 0.75 | 0.91 | 1.15 | 1.14 | 0.89 | |
Jensen Alpha | Lapis Gl. Nat. Resources 25 DY Index | 15.10% | 9.90% | 11.20% | 4.80% | 1.30% | 0.80% | 9.50% | -24.00% | 8.70% | 11.40% |
Volatility | Lapis Gl. Nat. Resources 25 DY Index | 10.42% | 11.75% | 16.95% | 18.46% | 8.91% | 14.59% | 12.93% | 42.44% | 16.77% | 23.17% |
Benchmark | 12.51% | 11.32% | 18.92% | 20.44% | 9.40% | 14.98% | 13.18% | 36.20% | 18.29% | 25.10% | |
Dividend Yield | Lapis Gl. Nat. Resources 25 DY Index | 2.71% | 3.23% | 4.21% | 3.71% | 5.24% | 6.52% | 6.28% | 5.30% | 4.95% | 5.44% |
Benchmark | 3.13% | 3.54% | 5.14% | 2.76% | 3.06% | 4.08% | 4.17% | 3.71% | 4.41% | 4.66% |
RATIOS
empty | P/E | Void | cancel |
---|---|---|---|
Void | Lapis Gl. Nat. Resources 25 DY Index | Benchmark | |
2013 | 14.94 | 20.58 | |
2014 | 11.31 | 18.28 | |
2015 | 28.58 | 431.64 | |
2016 | 32.64 | 157.56 | |
2017 | 23.03 | 20.48 | |
2018 | 10.08 | 12.06 | |
2019 | 11.57 | 19.19 | |
2020 | 41.49 | 128.84 | |
2021 | 12.11 | 12.33 | |
2022 | 8.31 | 7.35 | |
empty | empty | empty | |
empty | P/S | empty | |
Void | Lapis Gl. Nat. Resources 25 DY Index | Benchmark | |
2013 | 0.88 | 0.84 | |
2014 | 0.98 | 0.78 | |
2015 | 0.76 | 0.64 | |
2016 | 1.37 | 1.01 | |
2017 | 1.24 | 1.06 | |
2018 | 0.91 | 0.75 | |
2019 | 1.02 | 0.91 | |
2020 | 0.89 | 1.15 | |
2021 | 0.85 | 1.14 | |
2022 | 0.84 | 0.89 | |
empty | empty | empty | |
empty | Jensen Alpha | empty | |
Void | Lapis Gl. Nat. Resources 25 DY Index | empty | |
2013 | 15.10% | empty | |
2014 | 9.90% | empty | |
2015 | 11.20% | empty | |
2016 | 4.80% | empty | |
2017 | 1.30% | empty | |
2018 | 0.80% | empty | |
2019 | 9.50% | empty | |
2020 | -24.00% | empty | |
2021 | 8.70% | empty | |
2022 | 11.40% | empty | |
empty | empty | empty | |
empty | Volatility | empty | |
Void | Lapis Gl. Nat. Resources 25 DY Index | Benchmark | |
2013 | 10.42% | 12.51% | |
2014 | 11.75% | 11.32% | |
2015 | 16.95% | 18.92% | |
2016 | 18.46% | 20.44% | |
2017 | 8.91% | 9.40% | |
2018 | 14.59% | 14.98% | |
2019 | 12.93% | 13.18% | |
2020 | 42.44% | 36.20% | |
2021 | 16.77% | 18.29% | |
2022 | 23.17% | 25.10% | |
empty | empty | empty | |
empty | Dividend Yield | empty | |
Void | Lapis Gl. Nat. Resources 25 DY Index | Benchmark | |
2013 | 2.71% | 3.13% | |
2014 | 3.23% | 3.54% | |
2015 | 4.21% | 5.14% | |
2016 | 3.71% | 2.76% | |
2017 | 5.24% | 3.06% | |
2018 | 6.52% | 4.08% | |
2019 | 6.28% | 4.17% | |
2020 | 5.30% | 3.71% | |
2021 | 4.95% | 4.41% | |
2022 | 5.44% | 4.66% |