Market-Value Investment

TIP TAIEX+ Small/Mid-Cap Alpha Momentum 50 Index

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

Overview

According to financial theories, Alpha can be regarded as an excess return of individual stocks. Therefore, high-alpha stocks tend to capture the upward momentum; Followed by sampling from the TWSE-listed small and medium-sized companies that profits, Taiwan Index Plus Corporation(TIP) utilizes this characteristic to construct the high-alpha portfolio with similar price trends to the market index and compiles the TIP TAIEX+ Small/Mid-Cap Alpha Momentum 50 Index

Index Performance

Accumulated Return
1 Month 0.56%
3 Months -2.5%
6 Months -4.71%
1 Year 23.2%
3 Years 61.46%
5 Years 298.28%
Annualized Return
1 Year 23.2%
3 Years 17.32%
5 Years 31.84%
Annualized Standard Deviation
1 Year 23.7%
3 Years 24.58%
5 Years 26.77%
※The index performance is calculated through its total return index values.

Download

Title Index Rules for TIP TAIEX+ Small/Mid-Cap Alpha Momentum 50 Index
File Date 2024/07/16
Link Download
Title ETF Information: Fubon TAIEX+ Small/Mid-Cap Alpha Momentum 50 ETF
File Date -
Link Link
Title File Date Link
Index Rules for TIP TAIEX+ Small/Mid-Cap Alpha Momentum 50 Index 2024/07/16 Download
ETF Information: Fubon TAIEX+ Small/Mid-Cap Alpha Momentum 50 ETF - Link