Market-Value Investment
TIP TAIEX+ IT Elite 30 Total Return Index
Overview
More than 40% of the listed companies come from IT industry in Taiwan, which is a unique feature in capital market. Instead of taking financial indicators such as operational stability, the current IT-related indices only consider the market value as standard. Therefore, TIP launched the "TIP TAIEX+ IT Elite 30 Index" (called "TIP ITE 30 Index" or "ITE30" for short) on December 19th,2016. The methodology balances the long-term operational stability, competitiveness of products, shareholders’ rewards, and constant high dividends strategy.
Index Performance
| Accumulated Return | |
|---|---|
| 1 Month | 9.4% |
| 3 Months | 8.41% |
| 6 Months | 23.48% |
| 1 Year | 53.74% |
| 3 Years | 60.3% |
| 5 Years | 179.98% |
| Annualized Return | |
|---|---|
| 1 Year | 53.74% |
| 3 Years | 17.03% |
| 5 Years | 22.86% |
| Annualized Standard Deviation | |
|---|---|
| 1 Year | 18.15% |
| 3 Years | 20.16% |
| 5 Years | 20.15% |
※The index performance is calculated through its total return index values.