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 51
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 03/23/2023) 4044.15

Index Performance

Multi-Horizon Returns
(% as of 12/31/2022)
YTD4Q221Y3Y5Y7Y10YSince 12.20.91
Stratified Food2.5310.482.5313.0511.6111.6814.5412.65
Cap-weight Food0.6011.220.6010.409.4710.2412.0610.76

Annual Index Performance
(% as of 12/31/2022)
Stratified Food2.5320.0617.3826.18-5.0312.6411.1311.1419.3035.29
Cap-weight Food0.6019.2512.1626.19-7.4116.468.1111.5813.3224.73

Index Statistics
(as of 12/31/2022)
Vol.Sharpe RatioTrack. Err.Upside CaptureDown. Capture
Stratified Food13.41.025.9698.078.4
Cap-weight Food12.70.89-100.0100.0

Top Holdings
(as of 12/31/2022)
CompanyWeight (%)
Grocery Outlet Holding Corp.3.29
Archer-Daniels-Midland Co3.25
Ingredion Inc3.20
Philip Morris International3.19
Altria Group Inc3.15
Performance Food Group Co3.15
Walmart Inc.3.14
Kroger Co3.08
Sprouts Farmers Markets Inc3.08
Costco Wholesale Corp3.04