Indices

Indxx 500 Index

The Indxx 500 Index provides exposure to the 500 largest US securities, as measured by market capitalization. The index has been backtested to April 29, 2005 and has a live calculation date of June 30, 2017.

Powered By

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 04/29/2005
No. of Constituents 500
Dividend Yield
*
1.92%
52 Week High/Low
**
3592/2744
* Trailing 12 months data for current year portfolio
** Trailing 12 months

Top 5 Index Constituents

>ISIN Company Name
> US5949181045 Microsoft Corporation
> US0378331005 Apple Inc.
> US0231351067 Amazon.com Inc.
> US30303M1027 Facebook Inc. Class A
> US02079K1079 Alphabet Inc. Class C

Index Risk & Return Statistics

Statistic QTD YTD 1 Year 3 Year Since Base Date
Beta
1
1.01 1.02 1.01 0.70 0.96
Correlation
1
1.00 1.00 1.00 0.84 0.98
Returns
2
-1.41% 17.27% 4.12% 12.24% 9.01%
Deviation 16.53% 13.37% 16.01% 12.49% 18.18%
1w.r.t.S&P 500 Index
2All returns for period greater than 1 year are annualized
Fact Sheet is not available