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	Last Update	cancel
Equal weighted	Quarterly: end of March, June, September, December	Daily	USD	01.01.2012	USD 100.-	280.78	31.07.2023

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 31.07.2023	280.78

PERFORMANCE

empty	2013	2014	2015	2016	2017
Index	21.85%	8.38%	-1.01%	10.55%	21.72%
Benchmark	22.96%	3.30%	-5.63%	13.29%	18.59%
	2018	2019	2020	2021	2022
Index	-10.00%	24.32%	-3.59%	22.60%	0.56%
Benchmark	-9.70%	21.35%	0.07%	20.24%	-5.55%
	YTD	1 Yr	3 Yr avg	since inception avg
Index	4.47%	5.17%	12.56%	9.32%
Benchmark	8.88%	11.49%	12.39%	8.32%

PERFORMANCE

empty	Index	Benchmark
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%
2022	0.56%	-5.55%
YTD	4.47%	8.88%
1 Yr	5.17%	11.49%
3 Yr avg	12.56%	12.39%
since inception avg	9.32%	8.32%

Constituents

Sector Breakdown

Country Breakdown

RATIOS

empty	Void	2013	2014	2015	2016	2017	2018	2019	2020	2021	2022
P/E	Lapis Global Top 50 DY Index	16.07	16.71	17.83	21.06	22.51	14.81	16.96	19.08	15.80	13.03
	Benchmark	16.78	17.22	19.45	20.91	20.48	14.98	19.75	31.97	21.59	15.71
P/S	Lapis Global Top 50 DY Index	1.70	1.72	1.65	1.71	1.93	1.44	1.65	1.60	1.64	1.67
	Benchmark	1.31	1.35	1.43	1.49	1.71	1.41	1.72	2.14	2.26	1.72
Jensen Alpha	Lapis Global Top 50 DY Index	2.20%	4.30%	0.30%	2.90%	2.30%	-3.90%	2.40%	-18.60%	9.40%	13.00%
Volatility	Lapis Global Top 50 DY Index	8.87%	7.62%	12.02%	11.53%	5.38%	10.58%	8.18%	27.00%	9.16%	14.68%
	Benchmark	9.49%	8.83%	13.04%	12.78%	5.72%	12.54%	9.98%	28.02%	10.92%	19.70%
Dividend Yield	Lapis Global Top 50 DY Index	3.17%	3.67%	3.57%	3.61%	3.51%	4.16%	3.92%	4.12%	3.68%	3.97%
	Benchmark	2.43%	2.52%	2.61%	2.50%	2.32%	2.76%	2.40%	1.83%	1.76%	2.38%

RATIOS

empty	P/E	Void
empty	Lapis Global Top 50 DY Index	Benchmark
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
2022	13.03	15.71
empty	empty	empty
empty	P/S	empty
empty	Lapis Global Top 50 DY Index	Benchmark
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
2022	1.67	1.72
empty	empty	empty
empty	Jensen Alpha	empty
Void	Lapis Global Top 50 DY Index	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
2022	13.00%	empty
empty	empty	empty
empty	Volatility	empty
empty	Lapis Global Top 50 DY Index	Benchmark
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%
2022	14.68%	19.70%
empty	empty	empty
empty	Dividend Yield	empty
empty	Lapis Global Top 50 DY Index	Benchmark
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%
2022	3.97%	2.38%