Lookback Period: 1 Month
2-Year Yield: -0.22 bp
10-Year Yield: -0.22 bp
S&P 500: -1.0% (7,704 → 7,624)
1. Current Sector Performance
| GICS Sector |
Avg Return % |
Median Return % |
# stocks |
Avg Vol % |
Avg MaxDD % |
| Energy |
8.68 |
8.86 |
21 |
29.26 |
-4.31 |
| Utilities |
8.21 |
9.35 |
31 |
23.04 |
-3.46 |
| Consumer Staples |
7.95 |
8.25 |
33 |
27.88 |
-4.13 |
| Health Care |
6.43 |
6.65 |
60 |
28.57 |
-5.00 |
| Consumer Discretionary |
3.86 |
4.83 |
47 |
31.95 |
-6.19 |
| Financials |
3.47 |
3.21 |
76 |
24.48 |
-5.13 |
| Real Estate |
3.29 |
3.28 |
30 |
26.18 |
-5.17 |
| Materials |
2.23 |
4.56 |
24 |
23.97 |
-6.22 |
| Industrials |
1.44 |
3.04 |
83 |
29.10 |
-7.43 |
| Information Technology |
-2.39 |
-0.86 |
75 |
48.40 |
-15.29 |
| Communication Services |
-3.90 |
-4.85 |
22 |
36.28 |
-9.42 |
2. Prior Sector Performance
| GICS Sector |
Avg Return % |
Median Return % |
# stocks |
Avg Vol % |
Avg MaxDD % |
| Information Technology |
5.21 |
4.50 |
75 |
50.87 |
-11.58 |
| Energy |
-1.59 |
-2.98 |
21 |
30.17 |
-9.56 |
| Health Care |
-1.60 |
-3.45 |
60 |
27.55 |
-8.92 |
| Communication Services |
-4.33 |
-6.16 |
22 |
33.05 |
-10.27 |
| Industrials |
-6.11 |
-6.59 |
83 |
27.30 |
-10.16 |
| Financials |
-7.34 |
-7.28 |
76 |
25.07 |
-9.98 |
| Materials |
-7.34 |
-7.53 |
24 |
27.46 |
-10.72 |
| Utilities |
-8.22 |
-7.26 |
31 |
20.40 |
-9.92 |
| Consumer Staples |
-8.30 |
-7.81 |
33 |
24.21 |
-10.05 |
| Real Estate |
-8.47 |
-8.00 |
30 |
19.26 |
-9.27 |
| Consumer Discretionary |
-9.93 |
-9.55 |
47 |
29.61 |
-12.58 |
3. Sector Rotation (Current vs Prior)
| GICS Sector |
Current Avg Return % |
Prior Avg Return % |
Δ Return % |
# stocks |
| Utilities |
8.21 |
-8.22 |
16.43 |
31 |
| Consumer Staples |
7.95 |
-8.30 |
16.25 |
33 |
| Consumer Discretionary |
3.86 |
-9.93 |
13.79 |
47 |
| Real Estate |
3.29 |
-8.47 |
11.76 |
30 |
| Financials |
3.47 |
-7.34 |
10.81 |
76 |
| Energy |
8.68 |
-1.59 |
10.27 |
21 |
| Materials |
2.23 |
-7.34 |
9.57 |
24 |
| Health Care |
6.43 |
-1.60 |
8.03 |
60 |
| Industrials |
1.44 |
-6.11 |
7.55 |
83 |
| Communication Services |
-3.90 |
-4.33 |
0.43 |
22 |
| Information Technology |
-2.39 |
5.21 |
-7.60 |
75 |
4. Leaders – Top 5 Stocks by Sector
Communication Services
| Symbol |
Security |
Total Return % |
Max Drawdown % |
| OMC |
Omnicom Group |
10.68 |
-3.31 |
| NWSA |
News Corp (Class A) |
8.09 |
-1.99 |
| NWS |
News Corp (Class B) |
7.00 |
-2.45 |
| DIS |
Walt Disney Company (The) |
6.59 |
-4.54 |
| FOXA |
Fox Corporation (Class A) |
4.32 |
-2.84 |
Consumer Discretionary
| Symbol |
Security |
Total Return % |
Max Drawdown % |
| HAS |
Hasbro |
35.28 |
-1.98 |
| CCL |
Carnival Corporation |
19.83 |
-4.36 |
| RCL |
Royal Caribbean Group |
15.69 |
-5.01 |
| ULTA |
Ulta Beauty |
13.79 |
-2.89 |
| ABNB |
Airbnb |
13.62 |
-2.79 |
Consumer Staples
| Symbol |
Security |
Total Return % |
Max Drawdown % |
| STZ |
Constellation Brands |
21.43 |
-0.80 |
| CASY |
Casey’s |
16.77 |
-2.02 |
| EL |
Estée Lauder Companies (The) |
13.95 |
-5.63 |
| KR |
Kroger |
13.32 |
-3.92 |
| KMB |
Kimberly-Clark |
13.30 |
-4.70 |
Energy
| Symbol |
Security |
Total Return % |
Max Drawdown % |
| APA |
APA Corporation |
19.42 |
-2.81 |
| MPC |
Marathon Petroleum |
16.95 |
-5.71 |
| COP |
ConocoPhillips |
16.59 |
-1.69 |
| EOG |
EOG Resources |
14.89 |
-2.04 |
| CVX |
Chevron Corporation |
13.40 |
-1.22 |
Financials
| Symbol |
Security |
Total Return % |
Max Drawdown % |
| CBOE |
Cboe Global Markets |
27.23 |
-3.92 |
| FDS |
FactSet |
22.15 |
-4.80 |
| BRO |
Brown & Brown |
20.95 |
-3.01 |
| AJG |
Arthur J. Gallagher & Co. |
18.01 |
-2.46 |
| MRSH |
Marsh McLennan |
16.89 |
-1.22 |
Health Care
| Symbol |
Security |
Total Return % |
Max Drawdown % |
| VEEV |
Veeva Systems |
17.54 |
-4.25 |
| CRL |
Charles River Laboratories |
17.30 |
-4.11 |
| CI |
Cigna |
15.61 |
-2.83 |
| ZTS |
Zoetis |
15.31 |
-3.26 |
| MCK |
McKesson |
15.12 |
-2.85 |
Industrials
| Symbol |
Security |
Total Return % |
Max Drawdown % |
| EFX |
Equifax |
22.55 |
-7.34 |
| ALLE |
Allegion |
17.38 |
-4.84 |
| PAYX |
Paychex |
16.19 |
-2.83 |
| VRSK |
Verisk Analytics |
16.15 |
-3.66 |
| ADP |
Automatic Data Processing |
15.60 |
-2.38 |
Information Technology
| Symbol |
Security |
Total Return % |
Max Drawdown % |
| ACN |
Accenture |
41.69 |
-8.90 |
| PTC |
PTC Inc. |
41.04 |
-1.67 |
| IT |
Gartner |
28.42 |
-4.15 |
| INTU |
Intuit |
24.49 |
-3.24 |
| CTSH |
Cognizant |
23.39 |
-6.26 |
Materials
| Symbol |
Security |
Total Return % |
Max Drawdown % |
| BALL |
Ball Corporation |
14.30 |
-1.93 |
| DOW |
Dow Inc. |
14.18 |
-2.60 |
| LYB |
LyondellBasell |
10.42 |
-1.54 |
| IFF |
International Flavors & Fragrances |
9.67 |
-3.85 |
| AMCR |
Amcor |
9.52 |
-3.58 |
Real Estate
| Symbol |
Security |
Total Return % |
Max Drawdown % |
| CCI |
Crown Castle |
27.12 |
-4.39 |
| CSGP |
CoStar Group |
21.75 |
-4.32 |
| AMT |
American Tower |
14.20 |
-4.12 |
| HST |
Host Hotels & Resorts |
12.30 |
-1.47 |
| SBAC |
SBA Communications |
11.21 |
-7.30 |
Utilities
| Symbol |
Security |
Total Return % |
Max Drawdown % |
| PNW |
Pinnacle West Capital |
16.25 |
-2.18 |
| ED |
Consolidated Edison |
12.69 |
-2.29 |
| XEL |
Xcel Energy |
12.21 |
-1.53 |
| SO |
Southern Company |
12.06 |
-2.09 |
| CNP |
CenterPoint Energy |
11.54 |
-2.44 |
5. Laggards – Bottom 5 Stocks by Sector
Communication Services
| Symbol |
Security |
Total Return % |
Max Drawdown % |
| SKYD |
Skydance |
-23.67 |
-34.17 |
| META |
Meta Platforms |
-17.36 |
-15.72 |
| T |
AT&T |
-16.83 |
-16.60 |
| APP |
AppLovin |
-16.71 |
-16.25 |
| TMUS |
T-Mobile US |
-11.38 |
-14.46 |
Consumer Discretionary
| Symbol |
Security |
Total Return % |
Max Drawdown % |
| MGM |
MGM Resorts |
-16.71 |
-13.87 |
| CMG |
Chipotle Mexican Grill |
-14.03 |
-15.79 |
| CVNA |
Carvana |
-9.93 |
-11.14 |
| WYNN |
Wynn Resorts |
-9.30 |
-10.34 |
| F |
Ford Motor Company |
-7.94 |
-8.73 |
Consumer Staples
| Symbol |
Security |
Total Return % |
Max Drawdown % |
| BG |
Bunge Global |
-6.34 |
-6.26 |
| TGT |
Target Corporation |
-2.17 |
-4.74 |
| ADM |
Archer Daniels Midland |
-2.13 |
-5.12 |
| GIS |
General Mills |
0.61 |
-6.36 |
| HSY |
Hershey Company (The) |
1.65 |
-5.27 |
Energy
| Symbol |
Security |
Total Return % |
Max Drawdown % |
| BKR |
Baker Hughes |
-2.50 |
-7.28 |
| TPL |
Texas Pacific Land Corporation |
0.00 |
-9.61 |
| WMB |
Williams Companies |
1.59 |
-7.17 |
| SLB |
Schlumberger |
3.17 |
-6.95 |
| DVN |
Devon Energy |
5.09 |
-3.42 |
Financials
| Symbol |
Security |
Total Return % |
Max Drawdown % |
| HOOD |
Robinhood Markets |
-21.31 |
-20.38 |
| COIN |
Coinbase |
-17.45 |
-15.71 |
| IBKR |
Interactive Brokers |
-10.62 |
-11.37 |
| BAC |
Bank of America |
-9.76 |
-11.13 |
| SCHW |
Charles Schwab Corporation |
-8.96 |
-9.61 |
Health Care
| Symbol |
Security |
Total Return % |
Max Drawdown % |
| DXCM |
Dexcom |
-10.90 |
-11.14 |
| INCY |
Incyte |
-7.02 |
-12.98 |
| SOLV |
Solventum |
-3.59 |
-5.01 |
| JNJ |
Johnson & Johnson |
-2.54 |
-8.58 |
| MRK |
Merck & Co. |
-1.83 |
-6.52 |
Industrials
| Symbol |
Security |
Total Return % |
Max Drawdown % |
| FIX |
Comfort Systems USA |
-29.36 |
-36.14 |
| BE |
Bloom Energy |
-27.51 |
-34.65 |
| VRT |
Vertiv |
-20.78 |
-23.38 |
| HWM |
Howmet Aerospace |
-18.95 |
-20.03 |
| ETN |
Eaton Corporation |
-16.79 |
-17.74 |
Information Technology
| Symbol |
Security |
Total Return % |
Max Drawdown % |
| FLEX |
Flex Ltd. |
-31.90 |
-36.93 |
| INTC |
Intel |
-31.74 |
-30.50 |
| STX |
Seagate Technology |
-30.40 |
-33.32 |
| SNDK |
Sandisk |
-29.40 |
-30.75 |
| COHR |
Coherent Corp. |
-27.98 |
-38.58 |
Materials
| Symbol |
Security |
Total Return % |
Max Drawdown % |
| MOS |
Mosaic Company (The) |
-24.69 |
-24.95 |
| ALB |
Albemarle Corporation |
-13.47 |
-15.67 |
| NEM |
Newmont |
-10.25 |
-10.34 |
| FCX |
Freeport-McMoRan |
-9.38 |
-12.16 |
| SW |
Smurfit Westrock |
-9.02 |
-12.20 |
Real Estate
| Symbol |
Security |
Total Return % |
Max Drawdown % |
| ARE |
Alexandria Real Estate Equities |
-13.49 |
-17.40 |
| CBRE |
CBRE Group |
-9.69 |
-9.00 |
| EQIX |
Equinix |
-7.71 |
-9.05 |
| PLD |
Prologis |
-5.51 |
-7.08 |
| DLR |
Digital Realty |
-4.77 |
-7.42 |
Utilities
| Symbol |
Security |
Total Return % |
Max Drawdown % |
| NRG |
NRG Energy |
-5.66 |
-15.01 |
| CEG |
Constellation Energy |
-3.12 |
-15.63 |
| AES |
AES Corporation |
1.01 |
-0.27 |
| VST |
Vistra Corp. |
1.61 |
-15.93 |
| PCG |
PG&E Corporation |
2.94 |
-5.25 |