SYBENS | Syntax Battery and Energy Storage Index

Index Description

The Syntax Battery and Energy Storage Index equally weights up to 50 publicly traded US companies that produce batteries or battery materials or are involved in the clean energy vehicle supply chain. The Index applies screens for thematic purity of exposure, liquidity, and size, and defines business segments including clean energy vehicles, diversified electronic materials, fuel cells, and charging stations.

The Index uses company classification data structured in Syntax's proprietary Functional Information System (FIS)®, which draws primarily from audited annual reports (e.g., 10-K filings) and secondarily from unaudited documents (e.g., news articles, company websites) to allow granular groupings and comparisons of companies by the characteristics of their various product lines.

Index Facts

Number of Constituents 49
Weighting Methodology Equal
Rebalancing Frequency Quarterly
Currency USD
Exchange Symbol/Ticker SYBENS
Index Inception Date December 16, 2022
Total Return Index Value as of 12/13/2023 679.42

Index Performance

Multi-Horizon Returns % as of 2023-09-30
YTD3Q231Y3Y5Y7Y10YSince 09.18.20
Battery & Energy Storage-6.07-15.11-15.880.18---0.18
S&P 50013.07-3.2821.6110.159.9212.2411.918.64
Annual Index Performance % as of 2023-09-30
Battery & Energy Storage-38.0823.86--------
S&P 500-18.1128.7118.4031.49-4.3821.8311.961.3813.6932.39
Index Statistics as of 2023-09-30
Vol.Sharpe RatioTrack. Err.Upside CaptureDown. Capture
Battery & Energy Storage37.2-0.0526.58102.2146.1
S&P 50017.90.46-100.0100.0
Index Fundamentals as of 2023-09-30
BetaDividend YieldP / E Ratio
Battery & Energy Storage1.560.90NA
S&P 5001.001.6723.0

NA denotes negative valuation.

Top Holdings as of 2023-09-30
Click on a company name to view more information on key statistics, classification and more. Premium data requires an Affinity login.
Company Weight (%)
Nikola Corp 3.13
GrafTech International Ltd 2.38
Fisker Inc 2.32
Rivian Automotive Inc 2.31
Ford Motor Co 2.28
PACCAR Inc 2.28
General Motors Company 2.23
Borgwarner Inc 2.21
Tesla Inc 2.20
Visteon Corp 2.18