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
Strategy Stratified-Weight
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 01/26/2022) 2511.16

Index Performance

Multi-Horizon Returns (% as of 12/31/2021)

YTD4Q211Y3Y5Y7Y10YSince 12/20/91
Stratified Consumer23.38.923.321.211.48.212.711.6
Cap-weighted Consumer34.719.734.727.117.112.315.511.1

Annual Index Performance (% as of 12/31/2021)

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 12/31/2021)

Vol.Sharpe RatioDiv. Yld.P / E RatioP / B Ratio
Stratified Consumer18.20.721.1721.33.90
Cap-weighted Consumer14.71.010.9130.18.18

Top Holdings (as of 12/31/2021)

CompanyWeight (%)
Energizer Holdings Inc.2.82
Church & Dwight Co. Inc.2.78
Procter & Gamble Company2.76
Scotts Miracle-Gro Company Class A2.73
Kimberly-Clark Corporation2.73
Clorox Company2.66
Coty Inc. Class A2.15
Estee Lauder Companies Inc. Class A2.14
Colgate-Palmolive Company2.06
Nu Skin Enterprises Inc. Class A2.04