Global Top 50 Dividend Yield Index

29 Mar Global Top 50 Dividend Yield Index

Posted at 10:14h in Analytics, Global, Lapis Dividend Yield Indices by Lapis_am

Lapis Global Top 50 Dividend Yield

Lapis Global Top 50 Dividend Yield Index is composed of 50 worldwide equally weighted stocks with a minimum of USD 25 billion of market capitalization and with uninterrupted and continuously increasing dividend payments over the last 25 years. The Index is rebalanced on a quarterly basis (end of March, June, September and December).

index facts

Weighting Method	Rebalancing Frequency	Calculation Frequency	Calculation Currency	Launch Date	Initial Price	Nav 31.05.2022
Equal weighted	Quarterly: end of March, June, September, December	Daily	USD	01/01/2012	USD 100.-	278,47

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 31.05.2022	278,47

PERFORMANCE

empty	2012	2013	2014	2015	2016
Index	14,67%	21,85%	8,38%	-1,01%	10,55%
Benchmark	15,60%	22,96%	3,30%	-5,63%	13,29%
	2017	2018	2019	2020	2021
Index	21,72%	-10,00%	24,32%	-3,59%	22,60%
Benchmark	18,59%	-9,70%	21,35%	0,07%	20,24%
	YTD	1 Yr	3 Yr avg	since inception avg
Index	4,40%	10,88%	11,99%	10,33%
Benchmark	-3,13%	0,79%	9,44%	8,67%

PERFORMANCE

empty	Index	Benchmark
2012	14,67%	15,60%
2013	21,85%	22,96%
2014	8,38%	3,30%
2015	-1,01%	-5,63%
2016	10,55%	13,29%
2017	21,72%	18,59%
2018	-10,00%	-9,70%
2019	24,32%	21,35%
2020	-3,59%	0,07%
2021	22,60%	20,24%
YTD	4,40%	-3,13%
1 Yr	10,88%	0,79%
3 Yr avg	11,99%	9,44%
since inception avg	10,33%	8,67%

Constituents

Sector Breakdown

Country Breakdown

RATIOS

Void	empty	2012	2013	2014	2015	2016	2017	2018	2019	2020	2021
P/E	Lapis Global Top 50 DY Index	14,45	16,07	16,71	17,83	21,06	22,51	14,81	16,96	19,08	15,80
	Benchmark	15,42	16,78	17,22	19,45	20,91	20,48	14,98	19,75	31,97	21,59

P/S	Lapis Global Top 50 DY Index	1,49	1,70	1,72	1,65	1,71	1,93	1,44	1,65	1,60	1,64
	Benchmark	1,08	1,31	1,35	1,43	1,49	1,71	1,41	1,72	2,14	2,26

Jensen Alpha	Lapis Global Top 50 DY Index	3,20%	2,20%	4,30%	0,30%	2,90%	2,30%	-3,90%	2,40%	-18,60%	9,40%

Volatility	Lapis Global Top 50 DY Index	9,42%	8,87%	7,62%	12,02%	11,53%	5,38%	10,58%	8,18%	27,00%	9,16%
	Benchmark	12,49%	9,49%	8,83%	13,04%	12,78%	5,72%	12,54%	9,98%	28,02%	10,92%

Dividend Yield	Lapis Global Top 50 DY Index	3,62%	3,17%	3,67%	3,57%	3,61%	3,51%	4,16%	3,92%	4,12%	3,68%
	Benchmark	2,82%	2,43%	2,52%	2,61%	2,50%	2,32%	2,76%	2,40%	1,83%	1,76%

RATIOS

empty	P/E	Void
Void	Lapis Global Top 50 DY Index	Benchmark
2012	14,45	15,42
2013	16,07	16,78
2014	16,71	17,22
2015	17,83	19,45
2016	21,06	20,91
2017	22,51	20,48
2018	14,81	14,98
2019	16,96	19,75
2020	19,08	31,97
2021	15,8	21,59
empty	empty	empty
empty	P/S	empty
Void	Lapis Global Top 50 DY Index	Benchmark
2012	1,49	1,08
2013	1,7	1,31
2014	1,72	1,35
2015	1,65	1,43
2016	1,71	1,49
2017	1,93	1,71
2018	1,44	1,41
2019	1,65	1,72
2020	1,6	2,14
2021	1,64	2,26
empty	empty	empty
empty	Jensen Alpha	empty
Void	Lapis Global Top 50 DY Index	empty
2012	3,20%	empty
2013	2,20%	empty
2014	4,30%	empty
2015	0,30%	empty
2016	2,90%	empty
2017	2,30%	empty
2018	-3,90%	empty
2019	2,40%	empty
2020	-18,60%	empty
2021	9,40%	empty
empty	empty	empty
empty	Volatility	empty
Void	Lapis Global Top 50 DY Index	Benchmark
2012	9,42%	12,49%
2013	8,87%	9,49%
2014	7,62%	8,83%
2015	12,02%	13,04%
2016	11,53%	12,78%
2017	5,38%	5,72%
2018	10,58%	12,54%
2019	8,18%	9,98%
2020	27,00%	28,02%
2021	9,16%	10,92%
empty	empty	empty
empty	Dividend Yield	empty
Void	Lapis Global Top 50 DY Index	Benchmark
2012	3,62%	2,82%
2013	3,17%	2,43%
2014	3,67%	2,52%
2015	3,57%	2,61%
2016	3,61%	2,50%
2017	3,51%	2,32%
2018	4,16%	2,76%
2019	3,92%	2,40%
2020	4,12%	1,83%
2021	3,68%	1,76%