Indices

Indxx Millennials Thematic Index

The Indxx Millennials Thematic Index is designed to track the performance of companies that provide exposure to the Millennial generation, (“Millennial Companies”). The Millennial generation refers to the demographic cohort in the US with birth years ranging from 1980 to 2000. The index has been backtested to April 16, 2010 and has a live calculation date of April 19, 2016.

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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 04/16/2010
No. of Constituents 84
Dividend Yield
*
0.98%
52 Week High/Low
**
10252/6914
* Trailing 12 months data for current year portfolio
** Trailing 12 months

Top 5 Index Constituents

Company Name Weight(%)
Intuit Com 3.91%
Sea Ltd 3.77%
Costco Wholesale Corp 3.62%
Snap Inc 3.59%
Alphabet Inc-cl A 3.56%

Index Risk & Return Statistics

Statistic QTD YTD 1 Year 3 Year Since Base Date
Beta
1
1.11 1.01 1.01 1.03 1.03
Correlation
1
0.90 0.96 0.96 0.95 0.92
Returns
2
3.61% 20.25% 47.86% 24.71% 22.47%
Standard Deviation 12.90% 18.11% 18.46% 25.56% 19.27%
1W.R.T.: Indxx 500 Index TR
2As of last trading day.
Fact Sheet is not available