SYFOOD | Syntax Stratified Food Index

Index Description

The Syntax Stratified Food Index is a stratified-weight index of S&P 900 companies that operate in the food 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 52
Weighting Methodology Stratified
Rebalancing Frequency Quarterly
Currency USD
Exchange Symbol/Ticker SYFOOD
Index Inception Date December 27, 2016
Total Return Index Value as of 03/28/2024 4995.27

Index Performance

Multi-Horizon Returns % as of 2023-12-31
YTD 4Q23 1Y 3Y 5Y 7Y 10Y Since 12.20.91
Stratified Food11.867.9511.8611.2515.3211.7912.3912.63
Cap-weight Food6.836.376.838.6212.6510.0610.3310.63
Annual Index Performance % as of 2023-12-31
2023 2022 2021 2020 2019 2018 2017 2016 2015 2014
Stratified Food11.862.5320.0617.3826.18-5.0312.6411.1311.1419.3
Cap-weight Food6.830.619.2512.1626.19-7.4116.468.1111.5813.32
Index Statistics as of 2023-12-31
Vol. Sharpe Ratio Track. Err. Upside Capture Down. Capture
Stratified Food13.50.825.9497.581.8
Cap-weight Food12.80.7-100.0100.0
Index Fundamentals as of 2023-12-31
Beta Dividend Yield P / E Ratio
Stratified Food0.952.0821.5
Cap-weight Food1.02.3923.5
Top Holdings as of 2023-12-31
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Company Weight (%)
Texas Roadhouse 4.37
Darden Restaurants Inc 4.20
Philip Morris International 3.14
Altria Group Inc 2.98
Costco Wholesale Corp 2.93
Performance Food Group Co 2.86
Sprouts Farmers Markets Inc 2.83
Walmart Inc. 2.83
Wingstop Inc. 2.81
Kroger Co 2.78