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
Base Index Value 100
Total Return Index Value (as of 05/25/2023) 4257.83

Index Performance

Multi-Horizon Returns
(% as of 03/31/2023)
YTD1Q231Y3Y5Y7Y10YSince 12.20.91
Stratified Food4.474.478.1422.3813.4311.7613.3412.70
Cap-weight Food2.882.884.4617.7111.389.8310.9611.77

Annual Index Performance
(% as of 03/31/2023)
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 03/31/2023)
Vol.Sharpe RatioTrack. Err.Upside CaptureDown. Capture
Stratified Food13.30.938.0980.658.5
Cap-weight Food15.50.69-100.0100.0

Top Holdings
(as of 03/31/2023)
CompanyWeight (%)
Darden Restaurants Inc4.27
Texas Roadhouse4.22
Philip Morris International2.94
Wingstop Inc.2.94
Performance Food Group Co2.92
Chipotle Mexican Grill Inc.2.91
Altria Group Inc2.85
Walmart Inc.2.84
Sprouts Farmers Markets Inc2.80
Grocery Outlet Holding Corp.2.80