SmartBeta Investment

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 -4.47%
3 Months -2.31%
6 Months 1.03%
1 Year 21.78%
3 Years 59.86%
5 Years 146.51%
Annualized Return
1 Year 21.78%
3 Years 16.93%
5 Years 19.77%
Annualized Standard Deviation
1 Year 11.48%
3 Years 11.4%
5 Years 13.3%
※The index performance is calculated through its total return index values.

Download

Title Index Rules for TIP TAIEX+ Customized High Dividend Minimum Variance Index
File Date 2024/11/15
Link Download
Title ETF Information: Yuanta Taiwan High Dividend Low Volatility ETF
File Date -
Link Link
Title File Date Link
Index Rules for TIP TAIEX+ Customized High Dividend Minimum Variance Index 2024/11/15 Download
ETF Information: Yuanta Taiwan High Dividend Low Volatility ETF - Link