SYHLTH
Syntax Stratified Indices

Syntax Stratified Healthcare Index

Index Facts

Number of Constituents 100
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 05/22/2020) 4345.31

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 Performance

Multi-Horizon Returns (% as of 03/31/2020)

YTD1Q201Y3Y5Y7Y10YSince 12/20/91
Stratified Healthcare-16.5-16.5-8.82.82.210.712.413.6
Cap-weighted Healthcare-13.6-13.6-2.86.95.111.212.510.1

Annual Index Performance (% as of 03/31/2020)

2019201820172016201520142013201220112010
Stratified Healthcare18.9-0.318.3-3.59.231.044.221.97.016.0
Cap-weighted Healthcare19.66.519.6-2.56.726.540.418.611.74.9

Index Statistics (as of 03/31/2020)

Vol.Sharpe RatioDiv. Yld.P / E RatioP / B Ratio
Stratified Healthcare14.50.841.5212.82.89
Cap-weighted Healthcare12.80.942.0814.24.16

Top Holdings (as of 03/31/2020)

CompanyWeight (%)
CVS Health Corporation5.40
Walgreens Boots Alliance Inc5.32
Prestige Consumer Healthcare Inc3.11
Perrigo Co. Plc2.98
Mylan N.V.2.56
Molina Healthcare Inc.2.03
Henry Schein Inc.1.93
Patterson Companies Inc.1.87
Centene Corporation1.86
AmerisourceBergen Corporation1.75