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.

IMAIIP
2022-09-30 00:00:00-987.2600000000000
Powered By

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
*
1.99%
52 Week High/Low
**
1191/985
* Trailing 12 months data for current year portfolio
** Trailing 12 months

Top 5 Index Constituents

Company Name Weight(%)
Ishares 3-7 Year Treasury Bo 15.71%
Ishares 7-10 Year Treasury Bond Etf 15.38%
Vanguard High Dividend Yield Etf 14.38%
Schwab Us Dividend Equity Etf 14.32%
Ishares Iboxx High Yield Cor 7.63%

Index Risk & Return Statistics

Statistic QTD YTD 1 Year 3 Year Since Base Date
Beta
1
0.38 0.35 0.34 0.41 0.31
Correlation
1
0.90 0.88 0.87 0.91 0.80
Returns
2
NA -17.12% -14.85% -2.17% -0.24%
Standard Deviation NA 10.14% 9.13% 10.97% 8.79%
1W.R.T.: Indxx 500 Index
2As of last trading day.
Fact Sheet is not available