SYBREV | Syntax Bio Revolution Index

Index Description

The Syntax Bio Revolution Index comprises up to 50 equally weighted publicly traded US companies that are developing innovative biological products that aim to improve human health and address climate change problems. The Index applies screens for thematic purity of exposure, liquidity and size, and defines business segments including biofuels, food, biomaterials, life science and agriculture.

The Index uses company classification data structured in Syntax's proprietary Functional Information System (FIS), which draws primarily from audited annual reports (e.g., 10-K filings) and secondarily from unaudited documents (e.g., news articles, company websites) to allow granular groupings and comparisons of companies by the characteristics of their various product lines.

Index Facts

Number of Constituents 45
Weighting Methodology Equal
Rebalancing Frequency Quarterly
Currency USD
Exchange Symbol/Ticker SYBREV
Index Inception Date December 16, 2022
Base Index Value 1000
Total Return Index Value (as of 05/25/2023) 1035.74

Index Performance

Multi-Horizon Returns
(% as of 03/31/2023)
YTD1Q231Y3Y5Y7Y10YSince 09.20.19
Bio Revolution2.372.37-35.0110.55---3.19
S&P 5007.507.50-7.7318.6011.1912.4212.2411.98

Annual Index Performance
(% as of 03/31/2023)
Bio Revolution-47.576.3480.91-------
S&P 500-18.1128.7118.4031.49-4.3821.8311.961.3813.6932.39

Index Statistics
(as of 03/31/2023)
Vol.Sharpe RatioTrack. Err.Upside CaptureDown. Capture
Bio Revolution38.00.2529.1493.7122.5
S&P 50019.20.91-100.0100.0

Index Fundamentals
(as of 03/31/2023)
BetaDividend YieldP / E Ratio
Bio Revolution1.300.25NA
S&P 5001.001.7023.0

NA denotes negative valuation.

Top Holdings
(as of 03/31/2023)
CompanyWeight (%)
Danimer Scientific Inc3.12
Lanzatech Global Inc2.28
Azenta Inc2.23
10X Genomics Inc2.21
Regeneron Pharmaceuticals Inc2.19
NuVasive Inc2.17
BioLife Solutions Inc2.17
NVIDIA Corp2.17
Corteva Inc2.11
PerkinElmer Inc2.11