Syntax Stratified Indices

Syntax Stratified Food Index

Index Facts

Number of Constituents 52
Strategy Stratified-Weight
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 01/21/2021) 3317.04

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 Performance

Multi-Horizon Returns (% as of 12/31/2020)

20204Q201Y3Y5Y7Y10YSince 12/20/91
Stratified Food17.49.017.412.012.012.915.512.7
Cap-weighted Food12.28.312.29.410.511.113.010.8

Annual Index Performance (% as of 12/31/2020)

Stratified Food17.426.2-5.012.611.111.119.335.314.317.0
Cap-weighted Food12.226.2-7.416.58.111.613.324.79.219.2

Index Statistics (as of 12/31/2020)

Vol.Sharpe RatioDiv. Yld.P / E RatioP / B Ratio
Stratified Food12.31.181.8424.35.81
Cap-weighted Food11.31.082.4626.27.14

Top Holdings (as of 12/31/2020)

CompanyWeight (%)
Kroger Co.3.69
Sysco Corporation3.68
Costco Wholesale Corporation3.68
Grocery Outlet Holding Corp.3.54
Walmart Inc.3.54
Sprouts Farmers Markets Inc.3.51
BJ's Wholesale Club Holdings Inc.3.49
Monster Beverage Corporation3.22
Coca-Cola Company3.20
Archer-Daniels-Midland Company3.18