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 107
Weighting Methodology Stratified
Rebalancing Frequency Quarterly
Currency USD
Exchange Symbol/Ticker SYHLTH
Index Inception Date December 27, 2016
Total Return Index Value as of 12/13/2023 5774.51

Index Performance

Multi-Horizon Returns % as of 2023-09-30
YTD3Q231Y3Y5Y7Y10YSince 12.20.91
Stratified Healthcare-6.96-5.784.436.663.987.1410.0613.39
Cap-weight Healthcare-4.08-2.837.858.107.399.7311.2010.44
Annual Index Performance % as of 2023-09-30
Stratified Healthcare-6.4422.5713.5418.90-0.2518.30-3.539.2230.9644.25
Cap-weight Healthcare-3.2425.2812.7119.616.5019.63-2.546.7326.4940.38
Index Statistics as of 2023-09-30
Vol.Sharpe RatioTrack. Err.Upside CaptureDown. Capture
Stratified Healthcare15.80.565.01104.3114.0
Cap-weight Healthcare13.90.72-100.0100.0
Top Holdings as of 2023-09-30
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Company Weight (%)
CVS Health Corporation 6.08
Walgreens Boots Alliance Inc 5.80
Centene Corp 2.01
Unitedhealth Group Inc 2.01
Humana Inc 1.99
Molina Healthcare 1.96
Elevance Health Inc. 1.86
Progyny Inc. 1.79
Amgen Inc 1.49
McKesson Corp 1.48