Strategy Lineup: Choose the best

All strategies and research provided are strictly for financial professional use only and not to be shared with the public. Indexes are licensable through BX Index by financial professionals. Please contact BX Index for more details.
*As of December 31, 2024
Index Name
1Y Return*
3Y Ann. Return*
Holdings
BX Dividend Yield + Momentum
36.56%
13.20%
50 Stocks
BX US SMID Cap Trend
Capture
18.00%
15.77%
30 Stocks
BX/FT American
Disciplined Small Cap
16.75%
5.16%
120 Stocks
BX/Thor International Equity Index
4.40%
1.53%
10 ETFs
BX/Syntax Cloud Compute Index
53.52%
15.32%
50 Stocks
BX Fantastic 5 Trend Capture
37.25%
20.41%
5 ETFs
BX/Adaptive US Growth-Value Rotation 10
22.81%
26.89%
10 Stocks
BX/Adaptive Growth-Value Rotation Strategy
30.36%
0.00%
30 Stocks + 1 ETF
BX US Large Cap Core
Index
33.95%
11.11%
50 Stocks
BX/FolioBeyond Dynamic Volatility Fixed Income
9.32%
3.39%
5-10 ETFs
BX US Large Cap
Momentum Index
41.50%
13.35%
50 Stocks
BX/Ascent Systematic Risk-Managed
15.18%
0.62%
20 Stocks
BX GB Market Smart Income Index
17.26%
8.80%
75-100 Stocks
BX GB Market Lite Index
17.94%
6.91%
120-200 Stocks
BX US SMID Core Equity
Index
4.90%
3.47%
50 Stocks
BX/Thor Low Volatility SDQ Index
13.33%
6.58%
3 ETFs
BX/FT American Disciplined MidCap
16.69%
7.89%
120 Stocks
BX/FT American Leaders Index
37.37%
14.37%
25 Stocks
BX/Syntax AI Index
36.90%
4.45%
50 Stocks
BX SMID Momentum Index
17.06%
0.33%
25 Stocks
BX Smart Alpha US Large-Cap Multi-Factor Strategy
15.71%
10.91%
48 Stocks
BX Smart Alpha US Tech & Innovation Strategy
15.55%
-0.34%
36 Stocks
BX Smart Alpha US Large-Cap Growth Strategy
20.87%
11.77%
36 Stocks
BX Smart Alpha US Large-Cap Value
9.44%
9.52%
36 Stocks
BX US Low Volatility Equity Index
17.15%
3.28%
50 Stocks
BX/FT International Leaders Index
6.70%
4.32%
50 Stocks
BX/Thor Diversified Bond
-0.60%
-0.60%
4-10 ETFs
BX/Syntax Moat Index
7.51%
5.35%
50 Stocks
BX/Thor Next Gen Stock Index
39.92%
2.98%
8-12 Stocks
BX/Syntax Real Asset Ecosystem Index
6.26%
1.62%
50 Stocks
BX/Syntax Market Share Leaders Index
10.16%
4.27%
50 Stocks
i1 US MegaCap 10
42.81%
9.66%
10 Stocks
i1 US MegaCap 20
45.54%
14.58%
20 Stocks
i1 US MegaCap 30
40.89%
12.71%
30 Stocks
i1 US MegaCap 40
37.59%
11.72%
40 Stocks
i1 US MegaCap 50
36.06%
10.84%
50 Stocks
BX US Large Cap Trend Capture
36.44%
24.76%
30 Stocks
BX High Dividend Trend Capture
26.70%
5.30%
30 Stocks
BX Dynalogic Sector
Rotation Index
19.89%
7.24%
50 Stocks
BX/Thor Sector 100 Index
8.78%
0.44%
12 ETFs
BX/FT ValueMomentum™ Leaders
34.12%
15.85%
50 Stocks
BX US Dividend Growth
Titans 10
16.55%
15.17%
10 Stocks
BX US Dividend Growth
Titans 20
18.66%
12.94%
20 Stocks
BX Dividend Growth
Titans 50
20.30%
10.61%
50 Stocks
BX/Syntax Inflation Beneficiaries Index
0.70%
2.36%
50 Stocks
BX International
Momentum 10
22.43%
10.61%
10 Stocks or ADRs
BX International
Momentum 25
-0.52%
5.38%
25 Stocks or ADRs
BX US Large Cap Momentum 10
40.05%
18.24%
10 Stocks
Syntax Defensive Index
4.57%
3.59%
50 Stocks
BX/AI Funds Tactical Growth
39.41%
17.39%
7 ETFs
BX/AI Funds S&P 500 AI Growth
32.85%
15.90%
1 ETF
BX-ARAM Systematic Active Fixed Income ETF Portfolio
6.60%
2.47%
N/A
BX/OPS Quality Factor Index
25.03%
8.32%
30-50 Stocks
BX/Adaptive US Growth-Value Rotation ETF
27.65%
13.13%
2-5 ETFs
BX AC World ex-US ex-EU
25.65%
16.46%
20 Stocks
BX EU Large Cap Momentum 20
14.17%
7.01%
20 Stocks
Index Name
1Y Return*
3Y Ann. Return*
Holdings
BX/Syntax Cloud Compute Index
53.52%
15.32%
50 Stocks
BX/Syntax AI Index
36.90%
4.45%
50 Stocks
BX Smart Alpha US Tech & Innovation Strategy
15.55%
-0.34%
36 Stocks
BX/Syntax Moat Index
7.51%
5.35%
50 Stocks
BX/Thor Next Gen Stock Index
39.92%
2.98%
8-12 Stocks
BX/Syntax Real Asset Ecosystem Index
6.26%
1.62%
50 Stocks
BX/Syntax Market Share Leaders Index
10.16%
4.27%
50 Stocks
BX/Syntax Inflation Beneficiaries Index
0.70%
2.36%
50 Stocks
Index Name
1Y Return*
3Y Ann. Return*
Holdings
BX Dividend Yield + Momentum
36.56%
13.20%
50 Stocks
BX US Large Cap Core
Index
33.95%
11.11%
50 Stocks
BX US SMID Core Equity
Index
4.90%
3.47%
50 Stocks
BX/FT American Leaders Index
37.37%
14.37%
25 Stocks
i1 US MegaCap 10
42.81%
9.66%
10 Stocks
i1 US MegaCap 20
45.54%
14.58%
20 Stocks
i1 US MegaCap 30
40.89%
12.71%
30 Stocks
i1 US MegaCap 40
37.59%
11.72%
40 Stocks
i1 US MegaCap 50
36.06%
10.84%
50 Stocks
Index Name
1Y Return*
3Y Ann. Return*
Holdings
BX US SMID Cap Trend
Capture
18.00%
15.77%
30 Stocks
BX/FT American
Disciplined SmallCap
16.75%
5.16%
120 Stocks
BX Fantastic 5 Trend Capture
37.25%
20.41%
5 ETFs
BX/Adaptive US Growth-Value Rotation 10
22.81%
26.89%
10 Stocks
BX/Adaptive Growth-Value Rotation Strategy
30.36%
N/A
30 Stocks + 1 ETF
BX/FT American Disciplined MidCap
16.69%
7.89%
120 Stocks
BX Smart Alpha US Large-Cap Growth Strategy
20.87%
11.77%
36 Stocks
BX Smart Alpha US Large-Cap Value Strategy
9.44%
9.52%
36 Stocks
BX US Large Cap Trend Capture
53.12%
27.27%
30 Stocks
BX Dynalogic Sector
Rotation Index
19.89%
7.24%
50 Stocks
Index Name
1Y Return*
3Y Ann. Return*
Holdings
BX US Large Cap
Momentum Index
41.50%
13.35%
50 Stocks
BX SMID Momentum Index
17.06%
0.33%
25 Stocks
BX Smart Alpha US Large-Cap Multi-Factor Strategy
15.71%
10.91%
48 Stocks
BX/FT ValueMomentum™ Leaders
34.12%
15.85%
50 Stocks
BX US Large Cap Momentum 10
40.05%
18.24%
10 Stocks
BX/OPS Quality Factor Index
25.03%
8.32%
30-50 Stocks
BX EU Large Cap Momentum 20
14.17%
7.01%
20 Stocks
Index Name
1Y Return*
3Y Ann. Return*
Holdings
BX/FolioBeyond Dynamic Volatility Fixed Income
6.59%
1.47%
5-10 ETFs
BX/AI Funds Tactical Growth
39.41%
17.39%
7 ETFs
BX/AI Funds S&P 500 AI Growth
32.85%
15.90%
1 ETF
BX/Adaptive US Growth-Value Rotation ETF
27.65%
13.13%
2-5 ETFs
Index Name
1Y Return*
3Y Ann. Return*
Holdings
BX/Ascent Systematic Risk-Managed
15.18%
0.62%
20 Stocks
BX GB Market Lite Index
17.94%
6.91%
120-200 Stocks
BX/Thor Low Volatility SDQ Index
13.33%
6.58%
3 ETFs
BX US Low Volatility Equity Index
17.15%
3.28%
50 Stocks
BX/Thor Sector 100 Index
8.78%
0.44%
12 ETFs
Syntax Defensive Index
4.57%
3.59%
50 Stocks
Index Name
1Y Return*
3Y Ann. Return*
Holdings
BX/Thor International Equity Index
4.40%
1.53%
10 ETFs
BX/FT International Leaders Index
6.70%
4.32%
50 Stocks
BX International
Momentum 10
22.43%
10.61%
10 Stocks or ADRs
BX International
Momentum 25
-0.52%
5.38%
25 Stocks or ADRs
BX AC World ex-US ex-EU
25.65%
16.46%
20 Stocks
Index Name
1Y Return*
3Y Ann. Return*
Holdings
BX/FolioBeyond Dynamic Volatility Fixed Income
9.32%
3.39%
5-10 ETFs
BX/Thor Diversified Bond
-0.60%
-0.60%
4-10 ETFs
BX-ARAM Systematic Active Fixed Income ETF Portfolio
6.60%
2.47%
N/A
Index Name
1Y Return*
3Y Ann. Return*
Holdings
BX GB Market Smart Income Index
17.26%
8.80%
75-100 Stocks
BX High Dividend Trend Capture
26.70%
5.30%
30 Stocks
BX US Dividend Growth
Titans 10
16.55%
15.17%
10 Stocks
BX US Dividend Growth
Titans 20
18.66%
12.94%
20 Stocks
BX Dividend Growth
Titans 50
20.30%
10.61%
50 Stocks

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*As of December 31, 2024
DISCLAIMER
Performance Disclosure

All indexes and research provided are strictly for financial professional use only and not to be shared with the public. Indexes are licensable through BX Index by financial professionals.

Please see the index fact sheets for more information about any specific index, including launch date. Some of these indices contain data that reflect “hypothetical” or “back-tested” returns. All information prior to an index’s launch date is hypothetical(back-tested), not actual performance, and is based on the index methodology in effect on the index launch date applied to the universe at the time. Complete index methodology is available upon request. Back-tested performance reflects application of an index methodology and selection of index constituents with the benefit of hindsight and knowledge of factors that may have positively affected its performance and may be considered to reflect survivor bias. Actual returns may differ significantly from, and be lower than, back-tested returns. Past performance is not an indication of future results. Back-tested performance is for use with institutions/financial professionals only and is not for use with retail investors.

Index returns do not represent the actual trading of investable assets/securities. Index One maintains the index and calculates index levels and performance shown but does not manage actual assets. Returns shown do not reflect any sales charge or investment management fees that may have been paid.

General Disclaimer

BX Index and its third-party index providers do not provide investment or tax advice. BX Index and its third-party index providers make no representation or warranty, express or implied, as to the ability of any index to accurately represent its objective and they shall have no liability for any errors, omissions, or interruptions of any index or the data included therein. Past performance of an index is no guarantee of future results. All information provided is general in nature and not tailored to the needs of any person(s) or entities. BX Partners and its third-party index providers are not an investment nor tax advisor and make no representation regarding the advisability of investing in any specific index model for any client.
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