2008 | 2009 | 2010 | 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | Total | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
cons -15.4 % | inft 61.7 % | real 32.3 % | util 19.9 % | finl 28.8 % | cond 43.1 % | real 30.2 % | cond 10.1 % | enrs 27.4 % | inft 38.8 % | hlth 6.5 % | inft 50.3 % | inft 43.9 % | enrs 54.6 % | enrs 65.7 % | inft 541.0 % | |
hlth -22.8 % | matr 48.6 % | cond 27.7 % | cons 14.0 % | cond 23.9 % | hlth 41.5 % | util 29.0 % | hlth 6.9 % | tels 23.5 % | matr 23.8 % | util 4.1 % | tels 32.7 % | cond 33.3 % | real 46.2 % | util 1.6 % | hlth 413.4 % | |
util -29.0 % | cond 41.3 % | indu 26.7 % | hlth 12.7 % | real 19.7 % | indu 40.7 % | hlth 25.3 % | cons 6.6 % | finl 22.8 % | cond 23.0 % | cond 0.8 % | finl 32.1 % | tels 23.6 % | finl 35.0 % | cons -0.6 % | cond 379.0 % | |
tels -30.5 % | real 27.1 % | matr 22.2 % | real 11.4 % | tels 18.3 % | finl 35.6 % | inft 20.1 % | inft 5.9 % | indu 18.9 % | finl 22.2 % | inft -0.3 % | s&p 31.5 % | matr 20.7 % | inft 34.5 % | hlth -2.0 % | cons 298.5 % | |
cond -33.5 % | s&p 26.5 % | enr 20.5 % | tels 6.3 % | hlth 17.9 % | s&p 32.4 % | cons 16.0 % | real 4.7 % | matr 16.7 % | hlth 22.1 % | real -2.2 % | indu 29.4 % | s&p 18.4 % | s&p 28.7 % | indu -5.5 % | s&p 254.6 % | |
enrs -34.9 % | indu 20.9 % | tels 19.0 % | cond 6.1 % | s&p 16.0 % | inft 28.4 % | finl 15.2 % | tels 3.4 % | util 16.3 % | s&p 21.8 % | s&p -4.4 % | real 29.0 % | hlth 13.5 % | matr 27.3 % | finl -10.5 % | indu 226.2 % | |
s&p -37.0 % | hlth 19.7 % | s&p 15.1 % | enrs 4.7 % | indu 15.4 % | cons 26.1 % | s&p 13.7 % | s&p 1.4 % | inft 13.9 % | indu 21.0 % | cons -8.4 % | cond 27.9 % | indu 11.1 % | hlth 26.1 % | matr -12.3 % | util 191.3 % | |
indu -39.9 % | finl 17.2 % | cons 14.1 % | inft 2.4 % | matr 15.0 % | matr 25.6 % | indu 9.8 % | finl -1.5 % | s&p 12.0 % | cons 13.5 % | tels -12.5 % | cons 27.6 % | cons 10.8 % | cond 24.4 % | s&p -18.1 % | real 173.7 % | |
real -42.3 % | cons 14.9 % | finl 12.1 % | s&p 2.1 % | inft 14.8 % | enrs 25.1 % | cond 9.7 % | indu -2.5 % | cond 6.0 % | util 12.1 % | finl -13.0 % | util 26.4 % | util 0.5 % | tels 21.6 % | real -26.1 % | matr 160.8 % | |
inft -43.1 % | enrs 13.8 % | inft 10.2 % | indu -0.6 % | cons 10.8 % | util 13.2 % | matr 6.9 % | util -4.8 % | cons 5.4 % | real 10.9 % | indu -13.3 % | matr 24.6 % | finl -1.7 % | indu 21.1 % | inft -28.2 % | finl 97.7 % | |
matr -45.7 % | util 11.9 % | util 5.5 % | matr -9.6 % | enrs 4.6 % | tels 11.5 % | tels 3.0 % | matr -8.4 % | real 3.4 % | enrs -1.0 % | matr -14.7 % | hlth 20.8 % | real -2.2 % | cons 18.6 % | cond -37.0 % | enrs 74.4 % | |
finl -55.3 % | tels 8.9 % | hlth 2.9 % | finl -17.1 % | util 1.3 % | real 1.6 % | enrs -7.8 % | enrs -21.1 % | hlth -2.7 % | tels -1.3 % | enrs -18.1 % | enrs 11.8 % | enrs -33.7 % | util 17.7 % | tels -39.9 % | tels 71.9 % |
Sectors | Sectorindex |
---|---|
cond | S&P 500 Consumption cyclical |
cons | S&P 500 Consumption non-cyclical |
enrs | S&P 500 Energy |
finl | S&P 500 Finance |
hlth | S&P 500 Healthcare |
indu | S&P 500 Industry |
inft | S&P 500 Technology |
matr | S&P 500 Materials |
real | S&P 500 Immobilien |
tels | S&P 500 Communikation |
util | S&P 500 Utilities |
S&P | S&P 500 Index |
Sector rotation means that the performance of equity sectors fluctuates cyclically. Each sector has a different performance per year.
The reason for this is that large investors shift their money from one sector or stock industry to another. This usually happens when the economic cycle changes, for example from a growth phase to a stagnation phase and then to a recession phase.
The idea of sector rotation is that you can improve your performances by investing in companies that are doing well rather than in companies that are struggling.
If you want to know more about how you can use this exactly, then write me an email or give me a call. There are analyses that show the most promising stocks, industries or sectors in advance. This way you can use the power of sector rotation for yourself.