SYCPS | Syntax Stratified Consumer Index

Index Description

The Syntax Stratified Consumer Index is a stratified-weight index of S&P 900 companies that operate in the consumer products sector. It uses Syntax’s patented methodology to control exposure to related business risks (RBRs). The Syntax Sector Indices hold the constituents of the S&P 900, with every constituent in the S&P 900 assigned to exactly one sector index.

Index Facts

Number of Constituents 100
Weighting Methodology Stratified
Rebalancing Frequency Quarterly
Currency USD
Exchange Symbol/Ticker SYCPS
Index Inception Date December 27, 2016
Base Index Value 100
Total Return Index Value (as of 06/30/2022) 1992.12

Index Performance

Multi-Horizon Returns
(% as of 03/31/2022)
YTD1Q221Y3Y5Y7Y10YSince 12/20/91
Stratified Consumer-13.5-13.5-9.810.87.85.59.611.0
Cap-weighted Consumer-12.0-12.010.616.513.29.912.610.5

Annual Index Performance
(% as of 03/31/2022)
2021202020192018201720162015201420132012
Stratified Consumer23.316.124.3-13.912.19.5-7.814.441.018.4
Cap-weighted Consumer34.716.630.6-8.016.53.2-1.017.036.217.9

Index Statistics
(as of 03/31/2022)
Vol.Sharpe RatioDiv. Yld.P / E RatioP / B Ratio
Stratified Consumer18.40.561.4314.13.25
Cap-weighted Consumer15.10.821.0721.96.18

Top Holdings
(as of 03/31/2022)
CompanyWeight (%)
Clorox Company2.97
Church & Dwight Co. Inc.2.93
Kimberly-Clark Corporation2.91
Procter & Gamble Company2.91
Energizer Holdings Inc.2.88
Scotts Miracle-Gro Company Class A2.67
Colgate-Palmolive Company2.25
Nu Skin Enterprises Inc. Class A2.16
Coty Inc. Class A2.13
Estee Lauder Companies Inc. Class A2.11