SYBREV | Syntax Bio Revolution Index

Index Description

The Syntax Bio Revolution Index comprises up to 50 equally weighted publicly traded US companies that are developing innovative biological products that aim to improve human health and address climate change problems. The Index applies screens for thematic purity of exposure, liquidity and size, and defines business segments including biofuels, food, biomaterials, life science and agriculture.

The Index uses company classification data structured in Syntax's proprietary Functional Information System (FIS), which draws primarily from audited annual reports (e.g., 10-K filings) and secondarily from unaudited documents (e.g., news articles, company websites) to allow granular groupings and comparisons of companies by the characteristics of their various product lines.

Index Facts

Number of Constituents 45
Weighting Methodology Equal
Rebalancing Frequency Quarterly
Currency USD
Exchange Symbol/Ticker SYBREV
Index Inception Date December 16, 2022
Base Index Value 1000
Total Return Index Value (as of 03/23/2023) 1006.55

Index Performance

Multi-Horizon Returns
(% as of 12/31/2022)
YTD4Q221Y3Y5Y7Y10YSince 09.20.19
Bio Revolution-42.192.48-42.19-3.59----3.11
S&P 500-18.117.56-18.117.669.4211.4812.5610.48
Bio Revolution Comp.-47.57-5.64-47.570.29---0.95

Annual Index Performance
(% as of 12/31/2022)
Bio Revolution-42.19-4.0461.52-------
S&P 500-18.1128.7118.431.49-4.3821.8311.961.3813.6932.39
Bio Revolution Comp.-47.576.3480.91-------

Index Statistics
(as of 12/31/2022)
Vol.Sharpe RatioTrack. Err.Upside CaptureDown. Capture
Bio Revolution32.2-0.1420.3883.9120.3
S&P 50021.20.32-100100
Bio Revolution Comp.38.6-0.0128.3496.2121

Index Fundamentals
(as of 12/31/2022)
BetaDividend YieldP / E RatioP / B Ratio
Bio Revolution1.190N/A1.9
S&P 50011.7719.93.8
Bio Revolution Comp.1.270N/A2.4

Top Holdings
(as of 12/31/2022)
CompanyWeight (%)
Prometheus Biosciences Inc2.74
REX American Resources Corp2.66
Exact Sciences Corp2.58
10X Genomics Inc2.54
Natera Inc2.5
Green Plains Inc2.49
NuVasive Inc2.46
Bio-Techne Corp2.45
Transmedics Group Inc2.45
Charles River Laboratories International Inc2.44