Syntax Stratified Indices

Syntax Stratified Food Index

Index Facts

Number of Constituents 51
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 02/25/2020) 2702.77

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 12/31/2019)

YTD4Q191Y3Y5Y7Y10YSince 12/20/91
Stratified Food26.24.926.210.510.815.216.412.6
Cap-weighted Food26.22.826.210.810.412.813.810.8

Annual Index Performance (% as of 12/31/2019)

Stratified Food-5.012.611.111.119.335.314.317.027.128.4
Cap-weighted Food-7.416.58.111.613.324.

Index Statistics (as of 12/31/2019)

Vol.Sharpe RatioDiv. Yld.P / E RatioP / B Ratio
Stratified Food11.01.391.9422.45.36
Cap-weighted Food10.21.262.6023.36.79

Top Holdings (as of 12/31/2019)

CompanyWeight (%)
BJ's Wholesale Club Holdings Inc.4.21
Chipotle Mexican Grill Inc.4.19
Sysco Corporation4.18
Kroger Co.4.17
Costco Wholesale Corporation4.16
Starbucks Corporation4.15
Walmart Inc.4.12
Sprouts Farmers Markets Inc.4.09
Ingredion Incorporated3.18
Archer-Daniels-Midland Company3.17