Indices
Indxx Old Age REITs Index
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.
IOLDAGEP
2022-06-28 00:00:00-1092.6500000000000
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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 | 22 |
| Dividend Yield * |
2.26% |
| 52 Week High/Low ** |
1328/1032 |
* Trailing 12 months data for current year portfolio
** Trailing 12 months
Index Constituents
| Company Name | Weight(%) |
|---|---|
| Ventas Inc | 7.99% |
| National Health Investors Inc | 6.84% |
| Ltc Properties Inc | 6.80% |
| Omega Healthcare Investors Inc | 6.65% |
| Sabra Health Care Reit Inc | 6.16% |
| Northwest Healthcare Properties Real Estate Investment Trust | 6.03% |
| Healthcare Trust Of America | 5.11% |
| Physicians Realty Trust | 5.07% |
| Medical Properties Trust Inc | 4.72% |
| Global Medical Reit Inc | 4.48% |
| Universal Health Rlty Income | 4.45% |
| Chartwell Retirement Residences | 4.11% |
| Healthcare Realty Trust Inc | 4.01% |
| Caretrust Reit Inc | 4.01% |
| Cofinimmo Sa | 3.83% |
| Healthpeak Properties Inc | 3.44% |
| Welltower Inc | 3.42% |
| Assura Plc | 3.35% |
| Primary Health Properties Plc | 3.33% |
| Community Healthcare Trust Inc | 3.01% |
| Aedifica | 2.68% |
| Diversified Healthcare Trust | 0.52% |
Index Risk & Return Statistics
| 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 |
-11.84% | -12.50% | -15.71% | -2.92% | 1.27% |
| Standard Deviation | 22.48% | 19.89% | 19.90% | 33.27% | 22.30% |
1W.R.T.: Indxx 500 Index PR
2As of last trading day.