Indices

Indxx Multi Asset Income Index

The Indxx Multi Asset Income Index seeks to provide exposure to different asset classes, with an objective of providing a diversified portfolio of United States listed assets. The index has been backtested to May 31, 2017 and has a live calculation date of June 28, 2022.

IMAII
2023-02-03 00:00:00-1212.6400000000000
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Back-tested performance is hypothetical and has certain inherent limitations. Back-tested performance differs from live performance and is included for informational purposes only.

Index Characteristics

Base Date 05/31/2017
No. of Constituents 12
Dividend Yield
*
2.97%
52 Week High/Low
**
1283/1104
* Trailing 12 months data for current year portfolio
** Trailing 12 months

Top 5 Index Constituents

Company Name Weight(%)
Ishares 7-10 Year Treasury Bond Etf 15.03%
Ishares 3-7 Year Treasury Bo 14.91%
Schwab Us Dividend Equity Etf 14.69%
Vanguard High Dividend Yield Etf 14.58%
Ishares Iboxx High Yield Corporate Bond Etf 7.54%

Index Risk & Return Statistics

Statistic QTD YTD 1 Year 3 Year Since Base Date
Beta
1
0.38 0.35 0.34 0.40 0.38
Correlation
1
0.90 0.88 0.87 0.90 0.89
Returns
2
3.75% 3.75% -5.29% 1.89% 3.46%
Standard Deviation 8.33% 8.33% 10.82% 11.53% 8.93%
1W.R.T.: Indxx 500 Index
2As of last trading day.
Fact Sheet is not available