SYENY | Syntax Stratified Energy Index

Index Description

The Syntax Stratified Energy Index is a stratified-weight index of S&P 900 companies that operate in the energy 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 93
Weighting Methodology Stratified
Rebalancing Frequency Quarterly
Currency USD
Exchange Symbol/Ticker SYENY
Index Inception Date December 27, 2016
Total Return Index Value as of 12/13/2023 2878.91

Index Performance

Multi-Horizon Returns % as of 2023-09-30
YTD3Q231Y3Y5Y7Y10YSince 12.20.91
Stratified Energy-2.342.2311.7426.435.987.614.8311.06
Cap-weight Energy-1.854.0314.4926.206.736.905.258.90
Annual Index Performance % as of 2023-09-30
Stratified Energy27.6530.06-13.4913.56-7.237.1026.48-22.16-3.7723.35
Cap-weight Energy33.0733.65-18.6816.64-10.832.8023.77-16.53-0.5722.90
Index Statistics as of 2023-09-30
Vol.Sharpe RatioTrack. Err.Upside CaptureDown. Capture
Stratified Energy21.40.176.07108.0111.3
Cap-weight Energy18.80.22-100.0100.0
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 (%)
Exxon Mobil Corp 6.54
Chevron Corp 6.49
Constellation Energy Corp 2.15
NRG Energy 2.09
Vistra Corp. 2.09
Casey's General Stores Inc 2.06
Essential Utilities Inc 2.01
Murphy USA Inc 2.01
Ormat Technologies 2.01
American Water Works Co Inc 1.93