Market updates

Second Quarter 2025 Market Returns:  S&P 500 Sectors & Asset Classes

July 7, 2025

In today’s dynamic market, the factors driving returns are ever-changing. Our latest analysis underscores the value of a well-diversified portfolio by highlighting recent performance trends across S&P 500 sectors and asset classes. Explore the charts below to gain deeper insights into these trends and optimize your investment strategy with our expert guidance.

S&P 500 Sector Periodic Table of Returns (2015 – 2025)

This chart contains the 11 sectors that constitute the S&P 500 Index. Each sector is given a unique color, and each column is organized from highest return (top) to lowest return (bottom) for a given year. The first 10 columns display annual performance for each sector from 2015 to 2024. The last column on the right illustrates year-to-date (YTD) performance, as of 6/30, for 2025.

2025 YTD Leaders:

Communications Services = 10.89 %

Industrials = 10.71 %

Utilities = 9.57 %


2025 YTD Laggards:

Energy = -0.32 %

Health Care = -1.38 %

Consumer Discretionary = -3.07 %

A table of returns with different colored squaresAI-generated content may be incorrect.

ASSET CLASS PERIODIC TABLE OF RETURNS (2015 – 2025)

This chart is composed of 11 standard asset classes and an example of a diversified 60 % stock and 40 % bond portfolio. Each asset class is given a unique color, and each column is organized from highest return (top) to lowest return (bottom) for a given year. The 60/40 portfolio (in bright yellow) generally falls somewhere in the middle, helping to illustrate how a diversified portfolio can reduce volatility. The first 10 columns display annual performance for each asset class from 2015 to 2024. The last column on the right illustrates year-to-date (YTD) performance, as of 6/30, for 2025.

2025 Leaders:

Gold = 25.90 %

Developed Int’l Stock = 20.27 %

Emerging Market Stock = 12.75 %

2025 Laggards:

Cash = 2.06 %

Real Estate = 2.01 %

US Small-Cap Stock = -0.64 %

A chart of numbers and numbersAI-generated content may be incorrect.

Need more help?
Contact The Mather Group, your advisor, health insurance professional, or your state’s health insurance assistance program (SHIP) for additional information. SHIP is a national program that offers one-on-one Medicare counseling and assistance to individuals and their families.

In today’s dynamic market, the factors driving returns are ever-changing. Our latest analysis underscores the value of a well-diversified portfolio by highlighting recent performance trends across S&P 500 sectors and asset classes. Explore the charts below to gain deeper insights into these trends and optimize your investment strategy with our expert guidance.

S&P 500 Sector Periodic Table of Returns (2015 – 2025)

This chart contains the 11 sectors that constitute the S&P 500 Index. Each sector is given a unique color, and each column is organized from highest return (top) to lowest return (bottom) for a given year. The first 10 columns display annual performance for each sector from 2015 to 2024. The last column on the right illustrates year-to-date (YTD) performance, as of 6/30, for 2025.

2025 YTD Leaders:

Communications Services = 10.89 %

Industrials = 10.71 %

Utilities = 9.57 %


2025 YTD Laggards:

Energy = -0.32 %

Health Care = -1.38 %

Consumer Discretionary = -3.07 %

A table of returns with different colored squaresAI-generated content may be incorrect.

ASSET CLASS PERIODIC TABLE OF RETURNS (2015 – 2025)

This chart is composed of 11 standard asset classes and an example of a diversified 60 % stock and 40 % bond portfolio. Each asset class is given a unique color, and each column is organized from highest return (top) to lowest return (bottom) for a given year. The 60/40 portfolio (in bright yellow) generally falls somewhere in the middle, helping to illustrate how a diversified portfolio can reduce volatility. The first 10 columns display annual performance for each asset class from 2015 to 2024. The last column on the right illustrates year-to-date (YTD) performance, as of 6/30, for 2025.

2025 Leaders:

Gold = 25.90 %

Developed Int’l Stock = 20.27 %

Emerging Market Stock = 12.75 %

2025 Laggards:

Cash = 2.06 %

Real Estate = 2.01 %

US Small-Cap Stock = -0.64 %

A chart of numbers and numbersAI-generated content may be incorrect.

Need more help?
Contact The Mather Group, your advisor, health insurance professional, or your state’s health insurance assistance program (SHIP) for additional information. SHIP is a national program that offers one-on-one Medicare counseling and assistance to individuals and their families.
Let’s build your financial future today.
Experience purpose-driven financial management designed around you and your family. Get a free investment audit today to discover the TMG difference.
Start with a free financial consultation.
Market updates

Second Quarter 2025 Market Returns:  S&P 500 Sectors & Asset Classes

July 7, 2025

In today’s dynamic market, the factors driving returns are ever-changing. Our latest analysis underscores the value of a well-diversified portfolio by highlighting recent performance trends across S&P 500 sectors and asset classes. Explore the charts below to gain deeper insights into these trends and optimize your investment strategy with our expert guidance.

S&P 500 Sector Periodic Table of Returns (2015 – 2025)

This chart contains the 11 sectors that constitute the S&P 500 Index. Each sector is given a unique color, and each column is organized from highest return (top) to lowest return (bottom) for a given year. The first 10 columns display annual performance for each sector from 2015 to 2024. The last column on the right illustrates year-to-date (YTD) performance, as of 6/30, for 2025.

2025 YTD Leaders:

Communications Services = 10.89 %

Industrials = 10.71 %

Utilities = 9.57 %


2025 YTD Laggards:

Energy = -0.32 %

Health Care = -1.38 %

Consumer Discretionary = -3.07 %

A table of returns with different colored squaresAI-generated content may be incorrect.

ASSET CLASS PERIODIC TABLE OF RETURNS (2015 – 2025)

This chart is composed of 11 standard asset classes and an example of a diversified 60 % stock and 40 % bond portfolio. Each asset class is given a unique color, and each column is organized from highest return (top) to lowest return (bottom) for a given year. The 60/40 portfolio (in bright yellow) generally falls somewhere in the middle, helping to illustrate how a diversified portfolio can reduce volatility. The first 10 columns display annual performance for each asset class from 2015 to 2024. The last column on the right illustrates year-to-date (YTD) performance, as of 6/30, for 2025.

2025 Leaders:

Gold = 25.90 %

Developed Int’l Stock = 20.27 %

Emerging Market Stock = 12.75 %

2025 Laggards:

Cash = 2.06 %

Real Estate = 2.01 %

US Small-Cap Stock = -0.64 %

A chart of numbers and numbersAI-generated content may be incorrect.

Need more help?
Contact The Mather Group, your advisor, health insurance professional, or your state’s health insurance assistance program (SHIP) for additional information. SHIP is a national program that offers one-on-one Medicare counseling and assistance to individuals and their families.

In today’s dynamic market, the factors driving returns are ever-changing. Our latest analysis underscores the value of a well-diversified portfolio by highlighting recent performance trends across S&P 500 sectors and asset classes. Explore the charts below to gain deeper insights into these trends and optimize your investment strategy with our expert guidance.

S&P 500 Sector Periodic Table of Returns (2015 – 2025)

This chart contains the 11 sectors that constitute the S&P 500 Index. Each sector is given a unique color, and each column is organized from highest return (top) to lowest return (bottom) for a given year. The first 10 columns display annual performance for each sector from 2015 to 2024. The last column on the right illustrates year-to-date (YTD) performance, as of 6/30, for 2025.

2025 YTD Leaders:

Communications Services = 10.89 %

Industrials = 10.71 %

Utilities = 9.57 %


2025 YTD Laggards:

Energy = -0.32 %

Health Care = -1.38 %

Consumer Discretionary = -3.07 %

A table of returns with different colored squaresAI-generated content may be incorrect.

ASSET CLASS PERIODIC TABLE OF RETURNS (2015 – 2025)

This chart is composed of 11 standard asset classes and an example of a diversified 60 % stock and 40 % bond portfolio. Each asset class is given a unique color, and each column is organized from highest return (top) to lowest return (bottom) for a given year. The 60/40 portfolio (in bright yellow) generally falls somewhere in the middle, helping to illustrate how a diversified portfolio can reduce volatility. The first 10 columns display annual performance for each asset class from 2015 to 2024. The last column on the right illustrates year-to-date (YTD) performance, as of 6/30, for 2025.

2025 Leaders:

Gold = 25.90 %

Developed Int’l Stock = 20.27 %

Emerging Market Stock = 12.75 %

2025 Laggards:

Cash = 2.06 %

Real Estate = 2.01 %

US Small-Cap Stock = -0.64 %

A chart of numbers and numbersAI-generated content may be incorrect.

Need more help?
Contact The Mather Group, your advisor, health insurance professional, or your state’s health insurance assistance program (SHIP) for additional information. SHIP is a national program that offers one-on-one Medicare counseling and assistance to individuals and their families.
Let’s build your
financial future today.
Experience purpose-driven financial management designed around you and your family. Get a free investment audit today to discover the TMG difference.
Start with a free financial consultation.