Lapis Nextgen Analytics
Global Aerospace & Defense 25 Analysis
The LAPIS Global Aerospace & Defense 25 Analysis is composed of the worldwide best-known and leading 25 companies in the aerospace and defense sector. All stocks are equally weighted.
Analysis facts
Transparent rules and disciplined signals that guide allocation through changing markets.
Asset class
EquityRegion
Lapis Nextgen AnalyticsCurrency
USDLaunch Date
01/01/2012Rebalancing
Semi-annually: end of April and OctoberCalculation
DailyNAV
1'151.41Chart performance
Jan 1, 2025
Jan 1, 2026
201220132014201520162017201820192020202120222023202420252026
1'1009177335503671830
JanuaryFebruaryMarchAprilMayJuneJulyAugustSeptemberOctoberNovemberDecember
LAPISBenchmark
Performance
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD | 1 Yr | 3 Yr avg | since inception avg | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LAPIS | 19.22% | 23.67% | -8.28% | 36.87% | 0.06% | 14.02% | 4.27% | 29.46% | 32.94% | 46.50% | 7.77% | 40.40% | 36.64% | 18.70% |
| Benchmark | 8.15% | 23.14% | -8.16% | 28.40% | 16.45% | 22.35% | -17.78% | 24.49% | 19.19% | 21.60% | -3.47% | 19.39% | 17.27% | 11.93% |
Constituents
Country breakdown
- Country
- USA64.00%
- France12.00%
- Others24.00%
Sector breakdown
- Sector
- Industrials88.00%
- Information Technology12.00%
