The Indxx Old Age REITs Index PR is a Price Return Index which 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.
Index Characteristics
| Base Date | 06/30/2015 |
| No. of Constituents | 21 |
| Dividend Yield * |
7.88% |
| 52 Week High/Low ** |
1037/782 |
| Company Name | Weight(%) |
|---|---|
| Sabra Health Care Reit Inc | 8.68% |
| Global Medical Reit Inc | 8.17% |
| Omega Healthcare Investors Inc | 6.76% |
| Northwest Healthcare Properties Real Estate Investment Trust | 6.04% |
| Aedifica | 5.80% |
| Cofinimmo Sa | 5.58% |
| Medical Properties Trust Inc | 5.44% |
| Chartwell Retirement Residences | 5.09% |
| National Health Investors Inc | 4.88% |
| Ltc Properties Inc | 4.82% |
| Caretrust Reit Inc | 4.36% |
| Healthcare Realty Trust Inc | 4.32% |
| Primary Health Properties Plc | 4.23% |
| Physicians Realty Trust | 4.08% |
| Assura Plc | 4.03% |
| Healthpeak Properties Inc | 3.99% |
| Universal Health Rlty Income | 3.90% |
| Community Healthcare Trust Inc | 3.45% |
| Ventas Inc | 2.67% |
| Welltower Inc | 2.30% |
| Diversified Healthcare Trust | 1.41% |
| Statistic | QTD | YTD | 1 Year | 3 Year | Since Base Date |
|---|---|---|---|---|---|
| Beta 1 |
0.50 | 1.17 | 1.14 | 0.92 | 0.70 |
| Correlation 1 |
0.32 | 0.77 | 0.76 | 0.67 | 0.58 |
| Returns 2 |
-4.25% | -14.52% | -15.52% | -8.76% | -2.94% |
| Standard Deviation | NA | 17.81% | 19.36% | 21.16% | 21.99% |