SYHLTH | Syntax Stratified Healthcare Index

Index Description

The Syntax Stratified Healthcare Index is a stratified-weight index of S&P 900 companies that operate in the healthcare 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 108
Weighting Methodology Stratified
Rebalancing Frequency Quarterly
Currency USD
Exchange Symbol/Ticker SYHLTH
Index Inception Date December 27, 2016
Base Index Value 100
Total Return Index Value (as of 05/25/2023) 5475.39

Index Performance

Multi-Horizon Returns
(% as of 03/31/2023)
YTD1Q231Y3Y5Y7Y10YSince 12.20.91
Stratified Healthcare-3.30-3.30-6.8714.698.828.7111.9113.76
Cap-weight Healthcare-4.36-4.36-4.8714.7811.0810.6712.2411.31

Annual Index Performance
(% as of 03/31/2023)
Stratified Healthcare-6.4422.5713.5418.90-0.2518.30-3.539.2230.9644.25
Cap-weight Healthcare-3.2425.2812.7119.616.5019.63-2.546.7326.4940.38

Index Statistics
(as of 03/31/2023)
Vol.Sharpe RatioTrack. Err.Upside CaptureDown. Capture
Stratified Healthcare15.70.708.1084.775.5
Cap-weight Healthcare17.10.63-100.0100.0

Top Holdings
(as of 03/31/2023)
CompanyWeight (%)
Walgreens Boots Alliance Inc5.56
CVS Health Corporation5.15
Progyny Inc.1.87
Unitedhealth Group Inc1.83
Molina Healthcare1.82
Humana Inc1.80
Elevance Health Inc.1.80
Centene Corp1.73
Exelixis Inc1.55
Moderna Inc.1.48