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  • bee August 2018
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Sector Performance Breakdown Since The 1/26 Peak: Utilities + 4.99%

FYI: The waiting game for new highs in the S&P 500 continues has lasted a bit longer than it was looking like it would last at this point a week ago. Even though the S&P 500 hasn’t moved much at the index level, though, many of its components have seen big moves. The table below summarizes the average performance of individual S&P 500 components grouped according to sector since the 1/26 closing high. Leading the way higher, Utilities have been the leading sector with an average gain of just under 5%, but right on the Utilities sector’s heels is Technology where stocks in the sector are up an average of 4.2%. Besides these two sectors, the only two other sectors where the average stock is up since 1/26 are Real Estate and Energy. To the downside, in three sectors (Consumer Staples, Materials, and Financials), the average stock is down over 7%. That’s quite an average decline for an index that is within 2% of record highs.
Regards,
Ted
https://www.bespokepremium.com/think-big-blog/sector-performance-breakdown-since-the-126-peak/

Comments

  • beebee
    edited August 2018
    FSUTX has done very well compared to the Utility Index:
    image

    FSRPX has buck the trend of (87% Consumer Cyclical & 10% Consumer Defensive) as a result of their choices / weighting in this sector.
    image
  • Tough holdings for me since 1/26/2018:
    SFGIX (actively managed) & VWO (EMM Index)- Both down almost 15 % in steady decline. Active management doesn't seem to be offering much downside protection:
    image
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