Last Update: 30 November 2019
The main S&P 500 Sectors can be easily replicated by ETFs.
The best performing Sector in the last rolling 10 years is S&P Consumer Discretionary, that granded a +17.4% annualized return.
The worst is S&P Energy, with a +2.8% annualized return in the last 10 years.
S&P 500 Sector Historical Returns
S&P 500 Sector Returns, for last 1,3,6 Months and 1,3,5,10 years.
Columns are sortable, S&P 500 Sectors are pre-ordered by 10 year return.
S&P 500 SECTORS - HISTORICAL RETURNS (%)
Last Update: 30 November 2019
Short Term |
Long Term Ann.(*) |
|||||||
|---|---|---|---|---|---|---|---|---|
| ETF | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y ▾ | |
| S&P Consumer Discretionary (XLY) | +1.32 | +2.74 | +11.13 | +15.01 | +15.97 | +12.87 | +17.36 | |
| S&P Information Technology (XLK) | +5.37 | +11.20 | +23.46 | +31.64 | +24.71 | +17.62 | +16.92 | |
| S&P Healthcare (XLV) | +5.00 | +10.27 | +14.95 | +5.52 | +14.91 | +9.06 | +14.41 | |
| S&P Industrials (XLI) | +4.50 | +8.87 | +14.97 | +15.58 | +11.75 | +9.82 | +13.86 | |
| S&P 500 (SPY) | +3.62 | +7.97 | +15.27 | +16.31 | +14.76 | +10.87 | +13.33 | |
| S&P Real Estate (XLRE) | -1.73 | -0.77 | +7.55 | +17.93 | +12.78 | +8.07 | +13.01 | |
| S&P Utilities (XLU) | -1.87 | +1.53 | +9.94 | +17.04 | +14.18 | +10.16 | +11.83 | |
| S&P Consumer Staples (XLP) | +1.37 | +2.71 | +13.01 | +13.35 | +10.00 | +7.52 | +11.76 | |
| S&P Financials (XLF) | +5.05 | +12.57 | +17.11 | +14.23 | +12.26 | +10.81 | +11.62 | |
| S&P Communication Services (XLC) | +3.83 | +6.37 | +12.15 | +17.55 | +2.70 | +4.22 | +9.20 | |
| S&P Materials (XLB) | +3.18 | +6.44 | +15.08 | +12.37 | +8.47 | +6.20 | +8.72 | |
| S&P Energy (XLE) | +1.60 | +3.39 | +2.04 | -7.72 | -4.57 | -3.05 | +2.78 | |
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(*) annualized
S&P 500 Sector Yearly Returns
Click on timeframe buttons to switch date range. Columns are sortable.
S&P 500 SECTORS - YEARLY RETURNS (%)
| ETF | 2016 | 2017 | 2018 | (YTD) 2019 |
Last 10Y Ann. ▾ |
|
|---|---|---|---|---|---|---|
| S&P Consumer Discretionary (XLY) | +5.97 | +22.82 | +1.59 | +24.9% | +17.4% | |
| S&P Information Technology (XLK) | +15.02 | +34.25 | -1.66 | +43.7% | +16.9% | |
| S&P Healthcare (XLV) | -2.76 | +21.77 | +6.28 | +16.4% | +14.4% | |
| S&P Industrials (XLI) | +20.01 | +23.97 | -13.24 | +29.4% | +13.9% | |
| S&P 500 (SPY) | +12.00 | +21.70 | -4.56 | +27.5% | +13.3% | |
| S&P Real Estate (XLRE) | +2.74 | +10.69 | -2.37 | +27.3% | +13.0% | |
| S&P Utilities (XLU) | +16.06 | +12.03 | +3.92 | +21.9% | +11.8% | |
| S&P Consumer Staples (XLP) | +4.98 | +12.98 | -8.07 | +24.4% | +11.8% | |
| S&P Financials (XLF) | +22.42 | +22.00 | -13.04 | +28.5% | +11.6% | |
| S&P Communication Services (XLC) | +22.79 | -5.50 | -16.77 | +28.2% | +9.2% | |
| S&P Materials (XLB) | +16.80 | +24.00 | -14.87 | +20.7% | +8.7% | |
| S&P Energy (XLE) | +28.02 | -0.90 | -18.21 | +5.4% | +2.8% |
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Last Update: 30 November 2019
S&P 500 Sector Drawdowns
S&P 500 Sector Maximum Drawdowns, in last 3,5,10 years.
The following table represents S&P 500 Sector total returns and maximum drawdown in the same period. Columns are sortable.
S&P 500 SECTORS - TOTAL RETURNS vs DRAWDOWNS (%)
Return: Total Return (%) - DD: Maximum Drawdown (%)
Last Update: 30 November 2019
3Y |
5Y |
10Y |
|||||
|---|---|---|---|---|---|---|---|
| ETF | Return | DD | Return | DD | Return ▾ | DD | |
| S&P Consumer Discretionary (XLY) | +55.96 | -15.19 | +83.20 | -15.19 | +395.47 | -16.08 | |
| S&P Information Technology (XLK) | +93.94 | -17.36 | +125.09 | -17.36 | +377.30 | -17.36 | |
| S&P Healthcare (XLV) | +51.73 | -9.35 | +54.31 | -13.21 | +284.29 | -13.21 | |
| S&P Industrials (XLI) | +39.55 | -17.67 | +59.74 | -17.67 | +266.04 | -23.69 | |
| S&P 500 (SPY) | +51.12 | -13.52 | +67.54 | -13.52 | +249.41 | -16.22 | |
| S&P Real Estate (XLRE) | +43.45 | -8.99 | +47.41 | -13.08 | +239.80 | -17.37 | |
| S&P Utilities (XLU) | +48.87 | -12.51 | +62.22 | -12.73 | +205.96 | -12.73 | |
| S&P Consumer Staples (XLP) | +33.11 | -13.64 | +43.67 | -13.64 | +204.00 | -13.64 | |
| S&P Financials (XLF) | +41.48 | -18.40 | +67.08 | -18.40 | +200.16 | -29.20 | |
| S&P Communication Services (XLC) | +8.32 | -21.67 | +22.97 | -21.67 | +141.15 | -21.67 | |
| S&P Materials (XLB) | +27.62 | -18.14 | +35.12 | -23.07 | +130.66 | -27.37 | |
| S&P Energy (XLE) | -13.10 | -24.42 | -14.33 | -29.95 | +31.55 | -41.10 | |
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