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TIP TAIEX+ Customized High Dividend Minimum Variance Index

※ Automatically update every minute.The official end-of-day index value is provided on the "Historical date."

Overview

Retirement preparation is an urgent issue for an aging society. The securities investment concept of consolidating principal and depositing interest can be adopted when planning for retirement cash flow. In order to compile the "TIP TAIEX+ Customized High Dividend Minimum Variance Index" (abbr., "TIP HDMV Index"), TIP applies multiple financial indicators and market exposure factors for integrating multi-factor investment methods, selects high cash dividend constituents, and then optimizes weight distribution through the minimum variance model to reduce index volatility.

Index Performance

Accumulated Return
1 Month 5.2%
3 Months 14.4%
6 Months 21.74%
1 Year 45.14%
3 Years 79.19%
5 Years 171.43%
Annualized Return
1 Year 45.14%
3 Years 21.46%
5 Years 22.1%
Annualized Standard Deviation
1 Year 10.78%
3 Years 10.86%
5 Years 12.9%
※The index performance is calculated through its total return index values.

Download

Title ETF Information: Yuanta Taiwan High Dividend Low Volatility ETF
File Date -
Link Link
Title Index Rules for TIP TAIEX+ Customized High Dividend Minimum Variance Index
File Date 2023/11/30
Link Download
Title File Date Link
ETF Information: Yuanta Taiwan High Dividend Low Volatility ETF - Link
Index Rules for TIP TAIEX+ Customized High Dividend Minimum Variance Index 2023/11/30 Download