Indices

Indxx Old Age REITs Index

The Indxx Old Age REITs Index TR is a Total 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.

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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 06/30/2015
No. of Constituents 22
Dividend Yield
*
4.08%
52 Week High/Low
**
1885/1261
* Trailing 12 months data for current year portfolio
** Trailing 12 months

Index Constituents

Company Name Country Weight(%)
Ventas Inc United States 7.88%
Omega Healthcare Investors Inc United States 6.31%
Northwest Healthcare Properties Real Estate Investment Trust United States 5.99%
Sabra Health Care Reit Inc United States 5.70%
Medical Properties Trust Inc United States 5.62%
National Health Investors Inc United States 5.56%
Global Medical Reit Inc United States 5.34%
Ltc Properties Inc United States 5.10%
Healthcare Trust Of America United States 5.00%
Physicians Realty Trust United States 4.70%
Cofinimmo Sa United States 4.57%
Universal Health Rlty Income United States 4.31%
Healthpeak Properties Inc United States 4.13%
Chartwell Retirement Residences United States 4.05%
Caretrust Reit Inc United States 4.04%
Healthcare Realty Trust Inc United States 3.94%
Primary Health Properties Plc United States 3.63%
Assura Plc United States 3.59%
Community Healthcare Trust Inc United States 3.51%
Welltower Inc United States 3.12%
Aedifica United States 3.09%
Diversified Healthcare Trust United States 0.86%

Index Risk & Return Statistics

Statistic QTD YTD 1 Year 3 Year Since Base Date
Beta
1
0.49 1.17 1.14 0.94 0.88
Correlation
1
0.31 0.77 0.76 0.68 0.65
Returns
2
-4.17% 11.11% 32.46% 9.42% 9.27%
Standard Deviation 14.13% 18.18% 22.93% 30.98% 22.38%
1W.R.T.: Indxx 500 Index TR
2As of last trading day.
Fact Sheet is not available