Just a few seconds, please.

Loading actualized data.

Global Financial Technology 25

Regional Swiss Top 25 Dividend Yield Analysis

Lapis Swiss Top 25 Dividend Yield

Lapis Swiss Top 25 Dividend Yield Analysis is composed of 25 equally weighted Swiss stocks with a minimum of CHF 2.5 billion of market capitalization and with uninterrupted and continuously increasing dividend payments over the last 5 years. The Analysis is rebalanced on a quarterly basis (end of January, April, July and October).

See the Factsheet of the Analysis for further information.

Regional Swiss Top 25

Analysis 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 CHF 01.01.2012 CHF 100.- 402.83 30.04.2024

Analysis facts

PERFORMANCE

empty 2014 2015 2016 2017 2018 cancel
Analysis 17.58% 10.26% 8.98% 19.70% -9.39%
Benchmark 12.02% 1.66% -1.58% 17.90% -7.04%
2019 2020 2021 2022 2023
Analysis 31.89% 4.98% 21.01% -11.13% 18.13%
Benchmark 29.60% 3.54% 23.74% -14.29% 7.09%
YTD 1 Yr 3 Yr avg since inception avg
Analysis 5.31% 10.04% 6.79% 11.78%
Benchmark 3.87% 1.61% 3.75% 8.72%

PERFORMANCE

empty Analysis Benchmark cancel
2014 17.58% 12.02%
2015 10.26% 1.66%
2016 8.98% -1.58%
2017 19.70% 17.90%
2018 -9.39% -7.04%
2019 31.89% 29.60%
2020 4.98% 3.54%
2021 21.01% 23.74%
2022 -11.13% -14.29%
2023 18.13% 7.09%
YTD 5.31% 3.87%
1 Yr 10.04% 1.61%
3 Yr avg 6.79% 3.75%
since inception avg 11.78% 8.72%

Constituents

Sector Breakdown

Market Cap Breakdown

RATIOS

RATIOS