Sector Performance, Rotation, Leaders & Laggards – 1 Month ending Oct 25, 2026

Lookback Period: 1 Month
2-Year Yield: -0.20 bp   
10-Year Yield: -0.15 bp   
S&P 500: -1.1% (7,706 → 7,624)

1. Current Sector Performance

GICS Sector Avg Return % Median Return % # stocks Avg Vol % Avg MaxDD %
Energy 9.22 9.75 21 28.72 -5.18
Utilities 7.23 8.32 31 23.06 -3.47
Consumer Staples 7.06 7.77 33 27.86 -4.34
Health Care 6.82 7.71 60 28.74 -5.07
Consumer Discretionary 3.47 4.25 47 32.03 -6.35
Financials 2.99 3.37 75 24.25 -5.30
Real Estate 2.47 2.94 30 26.04 -5.25
Materials 0.92 3.37 24 24.22 -6.65
Industrials 0.35 1.59 83 29.32 -7.52
Information Technology -3.37 -2.50 75 48.53 -15.56
Communication Services -3.56 -4.51 22 35.97 -9.91

2. Prior Sector Performance

GICS Sector Avg Return % Median Return % # stocks Avg Vol % Avg MaxDD %
Information Technology 6.12 5.30 75 51.02 -11.13
Energy -2.06 -3.45 21 30.65 -9.52
Health Care -2.08 -3.60 60 27.43 -8.72
Communication Services -4.77 -7.12 22 33.33 -10.03
Industrials -5.15 -6.04 83 27.28 -9.57
Materials -6.13 -6.19 24 27.64 -10.27
Financials -7.02 -6.95 75 25.47 -9.62
Utilities -7.39 -6.59 31 20.68 -9.12
Consumer Staples -7.55 -7.15 33 24.31 -9.74
Real Estate -7.76 -7.26 30 19.21 -8.57
Consumer Discretionary -9.50 -9.32 47 29.31 -12.05

3. Sector Rotation (Current vs Prior)

GICS Sector Current Avg Return % Prior Avg Return % Δ Return % # stocks
Utilities 7.23 -7.39 14.62 31
Consumer Staples 7.06 -7.55 14.61 33
Consumer Discretionary 3.47 -9.50 12.97 47
Energy 9.22 -2.06 11.28 21
Real Estate 2.47 -7.76 10.23 30
Financials 2.99 -7.02 10.01 75
Health Care 6.82 -2.08 8.90 60
Materials 0.92 -6.13 7.05 24
Industrials 0.35 -5.15 5.50 83
Communication Services -3.56 -4.77 1.21 22
Information Technology -3.37 6.12 -9.49 75

4. Leaders – Top 5 Stocks by Sector

Communication Services

Symbol Security Total Return % Max Drawdown %
OMC Omnicom Group 9.52 -3.31
NWSA News Corp (Class A) 9.32 -1.99
DIS Walt Disney Company (The) 8.76 -4.54
NWS News Corp (Class B) 8.17 -2.45
FOX Fox Corporation (Class B) 4.39 -3.99

Consumer Discretionary

Symbol Security Total Return % Max Drawdown %
HAS Hasbro 35.74 -1.98
RCL Royal Caribbean Group 20.05 -5.01
CCL Carnival Corporation 19.77 -4.36
ABNB Airbnb 15.00 -2.79
ULTA Ulta Beauty 14.83 -2.89

Consumer Staples

Symbol Security Total Return % Max Drawdown %
STZ Constellation Brands 18.97 -1.26
CASY Casey’s 17.07 -2.02
KR Kroger 15.84 -3.92
KMB Kimberly-Clark 12.74 -4.70
BF-B Brown–Forman 11.87 -2.70

Energy

Symbol Security Total Return % Max Drawdown %
APA APA Corporation 19.37 -4.90
COP ConocoPhillips 17.73 -3.24
MPC Marathon Petroleum 17.72 -5.71
EOG EOG Resources 15.71 -3.57
XOM ExxonMobil 13.63 -1.32

Financials

Symbol Security Total Return % Max Drawdown %
CBOE Cboe Global Markets 26.61 -5.35
FDS FactSet 18.57 -4.80
BRO Brown & Brown 18.27 -3.01
AJG Arthur J. Gallagher & Co. 16.72 -2.46
MRSH Marsh McLennan 16.58 -1.22

Health Care

Symbol Security Total Return % Max Drawdown %
CRL Charles River Laboratories 24.53 -4.11
VEEV Veeva Systems 19.31 -4.25
CI Cigna 14.42 -2.83
RMD ResMed 13.75 -1.77
MCK McKesson 13.66 -2.85

Industrials

Symbol Security Total Return % Max Drawdown %
EFX Equifax 17.41 -7.77
CTAS Cintas 16.74 -3.77
ALLE Allegion 16.15 -4.84
ADP Automatic Data Processing 15.35 -2.38
WM Waste Management 15.15 -2.91

Information Technology

Symbol Security Total Return % Max Drawdown %
PTC PTC Inc. 38.03 -1.67
ACN Accenture 36.97 -8.90
IT Gartner 28.99 -4.15
INTU Intuit 20.29 -3.28
ROP Roper Technologies 19.89 -4.01

Materials

Symbol Security Total Return % Max Drawdown %
DOW Dow Inc. 13.82 -3.57
LYB LyondellBasell 10.81 -4.50
BALL Ball Corporation 10.10 -1.93
IFF International Flavors & Fragrances 9.85 -4.00
LIN Linde plc 8.33 -1.68

Real Estate

Symbol Security Total Return % Max Drawdown %
CCI Crown Castle 22.41 -4.39
CSGP CoStar Group 20.03 -4.32
HST Host Hotels & Resorts 12.61 -1.47
AMT American Tower 11.85 -4.12
SBAC SBA Communications 8.34 -7.30

Utilities

Symbol Security Total Return % Max Drawdown %
PNW Pinnacle West Capital 15.02 -2.18
ED Consolidated Edison 12.80 -2.29
SO Southern Company 11.29 -2.09
CNP CenterPoint Energy 10.52 -2.44
XEL Xcel Energy 10.46 -1.53

5. Laggards – Bottom 5 Stocks by Sector

Communication Services

Symbol Security Total Return % Max Drawdown %
SKYD Skydance Corporation -21.99 -34.17
APP AppLovin -17.45 -16.71
T AT&T -16.34 -16.83
META Meta Platforms -13.64 -17.36
TMUS T-Mobile US -11.54 -14.46

Consumer Discretionary

Symbol Security Total Return % Max Drawdown %
MGM MGM Resorts -25.87 -16.71
CMG Chipotle Mexican Grill -15.87 -15.79
WYNN Wynn Resorts -10.71 -10.34
F Ford Motor Company -10.36 -8.73
CVNA Carvana -9.60 -11.14

Consumer Staples

Symbol Security Total Return % Max Drawdown %
BG Bunge Global -7.41 -7.24
ADM Archer Daniels Midland -2.45 -5.12
TGT Target Corporation -2.24 -4.74
GIS General Mills -2.17 -9.07
MKC McCormick & Company -0.93 -8.91

Energy

Symbol Security Total Return % Max Drawdown %
BKR Baker Hughes -3.74 -7.28
TPL Texas Pacific Land Corporation 0.75 -9.61
WMB Williams Companies 0.83 -7.17
SLB Schlumberger 2.29 -6.95
HAL Halliburton 5.79 -3.72

Financials

Symbol Security Total Return % Max Drawdown %
HOOD Robinhood Markets -22.52 -21.31
COIN Coinbase -17.00 -17.45
IBKR Interactive Brokers -12.32 -11.37
BAC Bank of America -9.71 -11.13
MS Morgan Stanley -9.53 -9.09

Health Care

Symbol Security Total Return % Max Drawdown %
DXCM Dexcom -11.16 -11.14
INCY Incyte -7.16 -12.98
SOLV Solventum -3.35 -5.01
JNJ Johnson & Johnson -1.99 -8.58
MRK Merck & Co. -1.90 -6.52

Industrials

Symbol Security Total Return % Max Drawdown %
BE Bloom Energy -29.76 -34.65
FIX Comfort Systems USA -28.60 -36.14
VRT Vertiv -21.89 -23.38
HWM Howmet Aerospace -18.74 -20.03
ETN Eaton Corporation -16.56 -17.74

Information Technology

Symbol Security Total Return % Max Drawdown %
SNDK Sandisk -31.85 -30.75
FLEX Flex Ltd. -31.83 -36.93
STX Seagate Technology -31.70 -33.32
COHR Coherent Corp. -30.38 -38.58
INTC Intel -29.07 -32.89

Materials

Symbol Security Total Return % Max Drawdown %
MOS Mosaic Company (The) -26.80 -27.10
ALB Albemarle Corporation -17.45 -15.67
NEM Newmont -11.88 -10.34
FCX Freeport-McMoRan -10.00 -12.16
SW Smurfit Westrock -9.98 -12.20

Real Estate

Symbol Security Total Return % Max Drawdown %
ARE Alexandria Real Estate Equities -15.80 -18.30
CBRE CBRE Group -9.61 -9.69
EQIX Equinix -7.96 -9.05
WY Weyerhaeuser -7.94 -8.29
PLD Prologis -5.61 -7.27

Utilities

Symbol Security Total Return % Max Drawdown %
NRG NRG Energy -8.35 -15.01
CEG Constellation Energy -3.95 -15.63
AES AES Corporation 1.28 -0.27
VST Vistra Corp. 1.59 -15.93
PCG PG&E Corporation 2.19 -5.25
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