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 ** |
1083/985 |
| 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 | 0.41 | 0.31 |
| Correlation 1 |
0.90 | 0.88 | 0.87 | 0.91 | 0.80 |
| Returns 2 |
-1.94% | -4.71% | -1.46% | -2.16% | -0.21% |
| Standard Deviation | NA | 5.64% | 7.35% | 7.60% | 8.53% |