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
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 01/26/2022) 3704.62

Index Performance

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

YTD4Q211Y3Y5Y7Y10YSince 12/20/91
Stratified Food20.18.620.121.213.713.015.813.0
Cap-weighted Food19.210.919.219.112.711.913.011.1

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

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 12/31/2021)

Vol.Sharpe RatioDiv. Yld.P / E RatioP / B Ratio
Stratified Food12.21.211.6920.73.71
Cap-weighted Food11.71.052.2223.35.41

Top Holdings (as of 12/31/2021)

CompanyWeight (%)
Sysco Corporation3.29
Performance Food Group Company3.23
Sprouts Farmers Markets Inc.3.17
Monster Beverage Corporation3.17
Walmart Inc.3.15
Costco Wholesale Corporation3.13
Archer-Daniels-Midland Company3.13
Coca-Cola Company3.10
BJ's Wholesale Club Holdings Inc.3.09
Philip Morris International Inc.3.07