Indices
Indxx Old Age REITs Index
The Indxx Old Age & Nursing REITs Index is designed to track the performance of companies that provides facilities ranging from senior housing to skilled nursing. The index has been backtested to June 30, 2015 and has a live calculation date of November 06, 2019.
IOLDAGE
2023-03-24 00:00:00-1171.3600000000000
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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.
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 | 06/30/2015 |
| No. of Constituents | 21 |
| Dividend Yield * |
9.51% |
| 52 Week High/Low ** |
1660/1148 |
* Trailing 12 months data for current year portfolio
** Trailing 12 months
Index Constituents
| Company Name | Weight(%) |
|---|---|
| Omega Healthcare Investors Inc | 9.58% |
| Healthcare Realty Trust Inc | 6.99% |
| Sabra Health Care Reit Inc | 6.78% |
| Caretrust Reit Inc | 6.61% |
| Global Medical Reit Inc | 6.02% |
| Community Healthcare Trust Inc | 5.65% |
| Ltc Properties Inc | 5.44% |
| Universal Health Rlty Income | 5.31% |
| National Health Investors Inc | 5.28% |
| Physicians Realty Trust | 4.73% |
| Northwest Healthcare Properties Real Estate Investment Trust | 4.63% |
| Medical Properties Trust Inc | 4.20% |
| Chartwell Retirement Residences | 4.18% |
| Healthpeak Properties Inc | 4.16% |
| Primary Health Properties Plc | 3.85% |
| Cofinimmo Sa | 3.77% |
| Assura Plc | 3.69% |
| Ventas Inc | 3.24% |
| Welltower Inc | 2.72% |
| Diversified Healthcare Trust | 1.62% |
| Aedifica | 1.53% |
Index Risk & Return Statistics
| Statistic | QTD | YTD | 1 Year | 3 Year | Since Base Date |
|---|---|---|---|---|---|
| Beta 1 |
0.50 | 1.14 | 1.12 | 0.93 | 0.88 |
| Correlation 1 |
0.32 | 0.77 | 0.76 | 0.68 | 0.66 |
| Returns 2 |
-5.98% | -5.98% | -26.73% | 7.62% | 2.07% |
| Standard Deviation | 22.27% | 22.27% | 22.57% | 28.15% | 22.43% |
1W.R.T.: Indxx 500 Index NTR
2As of last trading day.