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 105
Weighting Methodology Stratified
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 06/30/2022) 5492.81

Index Performance

Multi-Horizon Returns
(% as of 03/31/2022)
YTD1Q221Y3Y5Y7Y10YSince 12/20/91
Stratified Healthcare-2.9-2.910.513.912.08.815.114.5
Cap-weighted Healthcare-2.7-2.717.615.614.210.715.411.1

Annual Index Performance
(% as of 03/31/2022)
2021202020192018201720162015201420132012
Stratified Healthcare22.613.518.9-0.318.3-3.59.231.044.221.9
Cap-weighted Healthcare25.312.719.66.519.6-2.56.726.540.418.6

Index Statistics
(as of 03/31/2022)
Vol.Sharpe RatioDiv. Yld.P / E RatioP / B Ratio
Stratified Healthcare14.90.981.3115.83.19
Cap-weighted Healthcare13.41.101.4816.74.78

Top Holdings
(as of 03/31/2022)
CompanyWeight (%)
Walgreens Boots Alliance Inc5.26
CVS Health Corporation5.25
Progyny Inc.1.95
Anthem Inc.1.91
UnitedHealth Group Incorporated1.87
Humana Inc.1.83
Molina Healthcare Inc.1.80
Centene Corporation1.78
Halozyme Therapeutics Inc.1.49
Exelixis Inc.1.47