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.
Index Characteristics
Base Date | 05/31/2017 |
No. of Constituents | 12 |
Dividend Yield * |
3.74% |
52 Week High/Low ** |
1223/1104 |
Company Name | Weight(%) |
---|---|
Vanguard Intermediate-term Treasury Etf | 15.28% |
Ishares 7-10 Year Treasury Bond Etf | 14.98% |
Vanguard High Dividend Yield Etf | 14.91% |
Schwab Us Dividend Equity Etf | 14.79% |
Ishares Iboxx High Yield Corporate Bond Etf | 7.57% |
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 |
-1.80% | -2.91% | 1.08% | -0.10% | 2.02% |
Standard Deviation | NA | 5.58% | 7.31% | 7.59% | 8.51% |