SW5K | Syntax Stratified Wilshire 5000 Index

Index Description

The Syntax Stratified Wilshire 5000 Index is the stratified-weight version of the widely-used Wilshire 5000 Index. The index holds the same constituents as the Wilshire 5000, but the weight of each company in the Syntax Stratified Wilshire 5000 Index is based on Syntax's patented methodology to control exposure to related business risks (RBRs).

Index Facts

Number of Constituents 3447
Strategy Stratified-Weight
Rebalancing Frequency Quarterly
Currency USD
Exchange Symbol/Ticker SW5K
Index Inception Date March 31, 2017
Base Index Value 1000
Total Return Index Value (as of 05/13/2021) 1797.84

Index Performance

Multi-Horizon Returns (% as of 03/31/2021)

YTD1Q211Y3Y5Y7Y10YSince 03/31/17
Syntax Stratified Wilshire 500020.820.8113.219.4---16.0
Wilshire 50006.56.562.217.216.713.613.816.3

Annual Index Performance (% as of 03/31/2021)

2020201920182017201620152014201320122011
Syntax Stratified Wilshire 500027.722.0-11.1-------
Wilshire 500020.831.0-5.321.013.40.712.733.116.11.0

Index Fundamentals (as of 03/31/2021)

Div. Yld.P / E RatioP / B Ratio
Syntax Stratified Wilshire 50001.2355.02.2
Wilshire 50001.3424.94.0

Top Holdings (as of 03/31/2021)

CompanyWeight (%)
Exxon Mobil Corporation0.88
Chevron Corporation0.81
BSQUARE Corporation0.49
Walgreens Boots Alliance Inc0.40
MicroStrategy Incorporated Class A0.38
Rite Aid Corporation0.37
Sunworks Inc.0.37
Koss Corporation0.36
Spectrum Brands Holdings Inc.0.35
Church & Dwight Co. Inc.0.33