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 53
Weighting Methodology Stratified
Rebalancing Frequency Quarterly
Currency USD
Exchange Symbol/Ticker SYFOOD
Index Inception Date December 27, 2016
Total Return Index Value as of 09/22/2023 4225.3

Index Performance

Multi-Horizon Returns % as of 2023-06-30
YTD2Q231Y3Y5Y7Y10YSince 12.20.91
Stratified Food8.323.6819.2516.7913.2511.6313.3612.73
Cap-weight Food5.752.7913.6815.2412.339.5311.1210.77
Annual Index Performance % as of 2023-06-30
Stratified Food2.5320.0617.3826.18-5.0312.6411.1311.1419.3035.29
Cap-weight Food0.6019.2512.1626.19-7.4116.468.1111.5813.3224.73
Index Statistics as of 2023-06-30
Vol.Sharpe RatioTrack. Err.Upside CaptureDown. Capture
Stratified Food13.40.925.9597.980.7
Cap-weight Food12.70.79-100.0100.0
Top Holdings as of 2023-06-30
CompanyWeight (%)
Texas Roadhouse4.23
Darden Restaurants Inc4.20
Philip Morris International3.22
Altria Group Inc3.06
Grocery Outlet Holding Corp.2.98
Performance Food Group Co2.96
Sprouts Farmers Markets Inc2.94
Wingstop Inc.2.88
US Foods Holding Corp.2.87
Chipotle Mexican Grill Inc.2.85