SY1KPR | Syntax Stratified 1000 Index

Index Description

The Syntax Stratified 1000 Index is the stratified-weight version of the Syntax US 1000 Index (SY1000), a float market cap-weighted benchmark comprising the 1000 largest and sufficiently liquid publicly traded US companies. The Syntax Stratified 1000 Index holds the same constituents as the SY1000, but the weight of each company in the Syntax Stratified 1000 Index is based on Syntax’s patented methodology to control exposure to related business risks (RBRs).

Index Facts

Number of Constituents 1000
Weighting Methodology Stratified
Rebalancing Frequency Quarterly
Currency USD
Exchange Symbol/Ticker SY1KPR
Index Inception Date August 21, 2019
Total Return Index Value as of 07/12/2024 167.12

Index Performance

Multi-Horizon Returns % as of 2024-06-30
YTD 2Q24 1Y 3Y 5Y 7Y 10Y Since 09.30.98
Stratified 10006.83-1.6614.863.8610.2610.279.8111.85
Syntax US 100014.583.7824.28.7414.5713.9712.557.4
Annual Index Performance % as of 2024-06-30
2023 2022 2021 2020 2019 2018 2017 2016 2015 2014
Stratified 100016.41-13.2822.1114.728.58-7.3819.3214.51-1.314.04
Syntax US 100026.46-19.3926.2821.131.48-4.7221.9512.350.6513.19
Index Statistics as of 2024-06-30
Vol. Sharpe Ratio Track. Err. Upside Capture Down. Capture
Stratified 100017.10.485.0092.3102.3
Syntax US 100015.60.7-100.0100.0
Index Fundamentals as of 2024-06-30
Beta Dividend Yield P / E Ratio P / B Ratio
Stratified 10001.051.924.92.79
Syntax US 10001.01.3227.84.7
Top Holdings as of 2024-06-30
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Company Weight (%)
CVS Health Corporation 0.67
Exxon Mobil Corp 0.54
Walgreens Boots Alliance Inc 0.54
Altria Group Inc 0.53
Chevron Corp 0.53
Clorox Co 0.53
Texas Roadhouse 0.53
American Water Works Co Inc 0.52
Darden Restaurants Inc 0.52
Essential Utilities Inc 0.52
Sector Allocation as of 2024-06-30
  • Energy
  • Food
  • Consumer
  • Info. Tools
  • Information
  • Industrials
  • Healthcare
  • Financials