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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 5.02%
3 Months 16.04%
6 Months 22.77%
1 Year 48.12%
3 Years 88.04%
5 Years 173.29%
Annualized Return
1 Year 48.12%
3 Years 23.43%
5 Years 22.27%
Annualized Standard Deviation
1 Year 10.79%
3 Years 11.22%
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