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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.- 381.68 29.12.2023

Analysis facts

PERFORMANCE

empty 2013 2014 2015 2016 2017 cancel
Analysis 24.07% 17.58% 10.26% 8.98% 19.70%
Benchmark 20.41% 12.02% 1.66% -1.58% 17.90%
2018 2019 2020 2021 2022
Analysis -9.39% 31.89% 4.98% 21.01% -11.13%
Benchmark -7.04% 29.60% 3.54% 23.74% -14.29%
YTD 1 Yr 3 Yr avg since inception avg
Analysis 18.13% 18.13% 8.35% 11.62%
Benchmark 7.09% 7.09% 4.34% 8.64%

PERFORMANCE

empty Analysis Benchmark cancel
2013 24.07% 20.41%
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%
YTD 18.13% 7.09%
1 Yr 18.13% 7.09%
3 Yr avg 8.35% 4.34%
since inception avg 11.62% 8.64%

Constituents

Sector Breakdown

Market Cap Breakdown

RATIOS

RATIOS