
19 Mag Regional Swiss Small & MidCap 25 Dividend Yield Index
Lapis Swiss Small & MidCap 25 Dividend Yield
The Lapis Swiss Small & MidCap 25 Dividend Yield Index is composed of 25 equally weighted Swiss stocks with a market capitalization between CHF 2.5 billion and CHF 15 billion and with uninterrupted and continuously increasing dividend payments 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 seeking a reliable income stream from Swiss small and mid-sized companies which have demonstrated strong long-term returns and higher sales growth rates than Swiss large-cap companies. The stable economic environment of Switzerland its optimal economic conditions make this sector a very attractive consideration.

index facts
Weighting Method | Rebalancing Frequency | Calculation Frequency | Calculation Currency | Launch Date | Initial Price | Nav 30.04.2023 | cancel |
---|---|---|---|---|---|---|---|
Equal weighted | Quarterly: end of January, April, July, October | Daily | CHF | 01.01.2012 | CHF 100.- | 400.07 |
index facts
Weighting Method | Equal weighted | empty |
---|---|---|
Rebalancing Frequency | Quarterly: end of January, April, July, October | |
Calculation Frequency | Daily | |
Calculation Currency | CHF | |
Launch Date | 01.01.2012 | |
Initial Price | CHF 100.- | |
Nav 30.04.2023 | 400.07 | |
PERFORMANCE
empty | 2013 | 2014 | 2015 | 2016 | 2017 | cancel |
---|---|---|---|---|---|---|
Index | 24.29% | 19.42% | 19.36% | 13.37% | 26.85% | |
Benchmark | 31.36% | 12.30% | 11.26% | 6.91% | 33.04% | |
2018 | 2019 | 2020 | 2021 | 2022 | ||
Index | -11.11% | 30.93% | 7.53% | 14.50% | -14.69% | |
Benchmark | -17.14% | 35.00% | 5.72% | 22.35% | -26.25% | |
YTD | 1 Yr | 3 Yr avg | since inception avg | |||
Index | 12.19% | 0.74% | 11.15% | 12.81% | ||
Benchmark | 12.84% | -2.49% | 8.43% | 10.61% |
PERFORMANCE
empty | Index | Benchmark | cancel |
---|---|---|---|
2013 | 24.29% | 31.36% | |
2014 | 19.42% | 12.30% | |
2015 | 19.36% | 11.26% | |
2016 | 13.37% | 6.91% | |
2017 | 26.85% | 33.04% | |
2018 | -11.11% | -17.14% | |
2019 | 30.93% | 35.00% | |
2020 | 7.53% | 5.72% | |
2021 | 14.50% | 22.35% | |
2022 | -14.69% | -26.25% | |
YTD | 12.19% | 12.84% | |
1 Yr | 0.74% | -2.49% | |
3 Yr avg | 11.15% | 8.43% | |
since inception avg | 12.81% | 10.61% |