SYHLTH | Syntax Stratified Healthcare Index

Index Description

The Syntax Stratified Healthcare Index is a stratified-weight index of S&P 900 companies that operate in the healthcare 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 106
Strategy Stratified-Weight
Rebalancing Frequency Quarterly
Currency USD
Exchange Symbol/Ticker SYHLTH
Index Inception Date December 27, 2016
Base Index Value 100
Total Return Index Value (as of 09/23/2021) 6025.76

Index Performance

Multi-Horizon Returns (% as of 06/30/2021)

YTD2Q211Y3Y5Y7Y10YSince 12/20/91
Stratified Healthcare14.96.632.314.512.412.215.114.7
Cap-weighted Healthcare12.08.128.416.313.212.515.311.1

Annual Index Performance (% as of 06/30/2021)

2020201920182017201620152014201320122011
Stratified Healthcare13.518.9-0.318.3-3.59.231.044.221.97.0
Cap-weighted Healthcare12.719.66.519.6-2.56.726.540.418.611.7

Index Statistics (as of 06/30/2021)

Vol.Sharpe RatioDiv. Yld.P / E RatioP / B Ratio
Stratified Healthcare14.70.991.1617.33.34
Cap-weighted Healthcare12.91.121.5217.94.81

Top Holdings (as of 06/30/2021)

CompanyWeight (%)
Walgreens Boots Alliance Inc5.67
CVS Health Corporation5.55
McKesson Corporation1.70
Cardinal Health Inc.1.67
Molina Healthcare Inc.1.65
AmerisourceBergen Corporation1.65
Humana Inc.1.64
Henry Schein Inc.1.63
Anthem Inc.1.62
UnitedHealth Group Incorporated1.61