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 51
Weighting Methodology Stratified
Rebalancing Frequency Quarterly
Currency USD
Exchange Symbol/Ticker SYFOOD
Index Inception Date December 27, 2016
Total Return Index Value as of 07/12/2024 4898.79

Index Performance

Multi-Horizon Returns % as of 2024-06-30
YTD 2Q24 1Y 3Y 5Y 7Y 10Y Since 12.20.91
Stratified Food8.94-1.6312.5110.1414.212.7912.4412.72
Cap-weight Food6.120.157.218.2710.399.5610.4510.66
Annual Index Performance % as of 2024-06-30
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 2024-06-30
Vol. Sharpe Ratio Track. Err. Upside Capture Down. Capture
Stratified Food13.50.85.9098.883.9
Cap-weight Food12.60.7-100.0100.0
Index Fundamentals as of 2024-06-30
Beta Dividend Yield P / E Ratio
Stratified Food0.962.2520.2
Cap-weight Food1.00.9839.7
Top Holdings as of 2024-06-30
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Company Weight (%)
Texas Roadhouse 4.22
Darden Restaurants Inc 4.18
Sprouts Farmers Markets Inc 3.41
Altria Group Inc 3.17
US Foods Holding Corp. 3.15
BJ's Wholesale Club Holdings 3.12
Sysco Corp 3.11
Walmart Inc. 3.11
Costco Wholesale Corp 3.06
Philip Morris International 3.06