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
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 06/18/2021) 3590.29

Index Performance

Multi-Horizon Returns (% as of 03/31/2021)

YTD1Q211Y3Y5Y7Y10YSince 12/20/91
Stratified Food8.68.654.816.613.013.515.812.9
Cap-weighted Food2.32.335.212.49.811.512.810.8

Annual Index Performance (% as of 03/31/2021)

2020201920182017201620152014201320122011
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 03/31/2021)

Vol.Sharpe RatioDiv. Yld.P / E RatioP / B Ratio
Stratified Food12.31.201.8424.35.81
Cap-weighted Food11.61.052.4626.27.14

Top Holdings (as of 03/31/2021)

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