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 104
Weighting Methodology Stratified
Rebalancing Frequency Quarterly
Currency USD
Exchange Symbol/Ticker SYHLTH
Index Inception Date December 27, 2016
Total Return Index Value as of 02/27/2024 6040.39

Index Performance

Multi-Horizon Returns % as of 2023-12-31
YTD 4Q23 1Y 3Y 5Y 7Y 10Y Since 12.20.91
Stratified Healthcare0.968.510.965.09.349.149.7913.57
Cap-weight Healthcare2.066.392.067.3510.7711.3710.8310.57
Annual Index Performance % as of 2023-12-31
2023 2022 2021 2020 2019 2018 2017 2016 2015 2014
Stratified Healthcare0.96-6.4422.5713.5418.9-0.2518.3-3.539.2230.96
Cap-weight Healthcare2.06-3.2425.2812.7119.616.519.63-2.546.7326.49
Index Statistics as of 2023-12-31
Vol. Sharpe Ratio Track. Err. Upside Capture Down. Capture
Stratified Healthcare16.10.525.26105.4115.0
Cap-weight Healthcare14.00.68-100.0100.0
Index Fundamentals as of 2023-12-31
Beta Dividend Yield P / E Ratio
Stratified Healthcare1.11.8247.3
Cap-weight Healthcare1.01.6527.4
Top Holdings as of 2023-12-31
Click on a company name to view more information on key statistics, classification and more. Premium data requires an Affinity login.
Company Weight (%)
Walgreens Boots Alliance Inc 5.88
CVS Health Corporation 5.48
Progyny Inc. 1.78
Centene Corp 1.75
Arrowhead Pharmaceuticals Inc 1.74
Elevance Health Inc. 1.71
Molina Healthcare 1.71
Moderna Inc. 1.68
Unitedhealth Group Inc 1.66
Humana Inc 1.65