SY1KPR | Syntax Stratified 1000 Index

Index Description

The Syntax Stratified 1000 Index is the Stratified-Weight version of the Syntax US 1000 Index (SY1000), a float market cap-weighted benchmark comprising the 1000 largest and sufficiently liquid publicly traded US companies. The Syntax Stratified 1000 index holds the same constituents as the SY1000, but the weight of each company in the Syntax Stratified 1000 Index is based on Syntax’s patented methodology to control exposure to related business risks (RBRs).

Index Facts

Number of Constituents 1000
Weighting Methodology Stratified
Rebalancing Frequency Quarterly
Currency USD
Exchange Symbol/Ticker SY1KPR
Index Inception Date August 21, 2019
Total Return Index Value as of 12/13/2023 149.27

Index Performance

Multi-Horizon Returns % as of 2023-09-30
YTD3Q231Y3Y5Y7Y10YSince 09.30.98
Stratified 10003.63-4.2814.3910.286.749.259.7411.41
Syntax US 100012.96-3.1821.039.379.5512.0111.616.56
Annual Index Performance % as of 2023-09-30
Stratified 1000-13.2822.1114.7028.58-7.3819.3214.51-1.3014.0438.20
Syntax US 1000-19.3926.2821.1031.48-4.7221.9512.350.6513.1933.04
Index Statistics as of 2023-09-30
Vol.Sharpe RatioTrack. Err.Upside CaptureDown. Capture
Stratified 100016.60.514.7193.5100.1
Syntax US 100015.20.68-100.0100.0
Index Fundamentals as of 2023-09-30
BetaDividend YieldP / E RatioP / B Ratio
Stratified 10001.052.1524.82.54
Syntax US 10001.001.6323.53.90
Top Holdings as of 2023-09-30
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Company Weight (%)
CVS Health Corporation 0.76
Walgreens Boots Alliance Inc 0.73
Exxon Mobil Corp 0.55
US Foods Holding Corp. 0.55
Chevron Corp 0.54
Performance Food Group Co 0.54
Philip Morris International 0.53
Church & Dwight Co 0.52
Darden Restaurants Inc 0.52
Altria Group Inc 0.51
Sector Allocation as of 2023-09-30
  • Energy
  • Food
  • Consumer
  • Info. Tools
  • Information
  • Industrials
  • Healthcare
  • Financials