SYTXSX | Texas Capital Texas Equity Index

Index Description

The Texas Capital Texas Equity Index measures the performance of the subset of companies in the Syntax US 3000 Index that are domiciled in the State of Texas. The index is weighted by float-adjusted market capitalization with industry weights set proportional to the state of Texas's industry GDP at each rebalance.

Index Facts

Number of Constituents 220
Weighting Methodology Float Market Cap, Industry Constrained
Rebalancing Frequency Quarterly
Currency USD
Exchange Symbol/Ticker SYTXSX
Index Inception Date March 30, 2023
Base Index Value 1000
Total Return Index Value (as of 05/25/2023) 5036.96

Index Performance

Multi-Horizon Returns
(% as of 03/31/2023)
YTD1Q231Y3Y5Y7Y10YSince 09.16.05
Texas Capital Texas Equity3.913.91-7.1934.0313.1412.689.669.81
S&P 5007.507.50-7.7318.6011.1912.4212.249.35

Annual Index Performance
(% as of 03/31/2023)
Texas Capital Texas Equity-8.1756.666.9226.16-7.9510.2014.15-8.532.1130.53
S&P 500-18.1128.7118.4031.49-4.3821.8311.961.3813.6932.39

Index Statistics
(as of 03/31/2023)
Vol.Sharpe RatioTrack. Err.Upside CaptureDown. Capture
Texas Capital Texas Equity21.40.7313.25100.497.9
S&P 50015.40.95-100.0100.0

Index Fundamentals
(as of 03/31/2023)
BetaDividend YieldP / E Ratio
Texas Capital Texas Equity1.092.1117.2
S&P 5001.001.7023.0

Top Holdings
(as of 03/31/2023)
CompanyWeight (%)
Tesla Inc4.71
Crown Castle Inc4.33
Waste Management Inc3.94
Exxon Mobil Corp3.50
Mckesson Corp3.46
Sysco Corp2.93
Charles Schwab Corp2.77
Cheniere Energy Inc2.72
CrowdStrike Holdings Inc2.61