SYFOOD | Syntax Stratified Food Index

Index Description

The Syntax Stratified Food Index is a stratified-weight index of S&P 900 companies that operate in the food 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 50
Weighting Methodology Stratified
Rebalancing Frequency Quarterly
Currency USD
Exchange Symbol/Ticker SYFOOD
Index Inception Date December 27, 2016
Base Index Value 100
Total Return Index Value (as of 06/30/2022) 3662.49

Index Performance

Multi-Horizon Returns
(% as of 03/31/2022)
YTD1Q221Y3Y5Y7Y10YSince 12/20/91
Stratified Food-1.0-1.09.516.012.911.814.912.8
Cap-weighted Food-0.9-0.915.514.211.211.212.211.0

Annual Index Performance
(% as of 03/31/2022)
2021202020192018201720162015201420132012
Stratified Food20.117.426.2-5.012.611.111.119.335.314.3
Cap-weighted Food19.212.226.2-7.416.58.111.613.324.79.2

Index Statistics
(as of 03/31/2022)
Vol.Sharpe RatioDiv. Yld.P / E RatioP / B Ratio
Stratified Food12.31.151.7319.93.73
Cap-weighted Food11.70.992.2722.05.39

Top Holdings
(as of 03/31/2022)
CompanyWeight (%)
Archer-Daniels-Midland Company3.31
Grocery Outlet Holding Corp.3.18
Coca-Cola Company3.17
Kroger Co.3.16
Costco Wholesale Corporation3.16
BJ's Wholesale Club Holdings Inc.3.15
Walmart Inc.3.15
Ingredion Incorporated3.13
Altria Group Inc3.11
Sysco Corporation3.09