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.
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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 9/30, for 2025.
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2025 YTD Leaders:

• Communications Services = 22.58%
• Information Technology = 19.94%
• Utilities = 18.03%
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2025 YTD Laggards:

• Health Care = 1.27%
• Consumer Staples = 2.51%
• Real Estate = 5.29%

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 9/30, for 2025.
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2025 Leaders:

• Gold = 45.57%
• Developed Int’l Stock = 25.11%
• Emerging Market Stock = 23.60%
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2025 Laggards:

• Int’l Bonds = 3.03%
• Cash = 3.14%
• Real Estate (REIT) = 5.29%

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Please feel free to reach out to us with any questions.

Definitions

YTD: Year to date

Interm.: Intermediate Term

60/40 Portfolio: An industry standard, moderate risk portfolio is composed of 60% equity and 40% fixed income. Sample portfolio shown reflects 60% Vanguard World Stock Market ETF (VT) and 40% Vanguard Total Bond Market ETF (BND) and does not represent an actual TMG Model Portfolio.

S&P (Standard & Poor’s) 500: A stock market index that measures the stock performance of 500 large companies listed on stock exchanges in the United States.

Vanguard World Stock Market ETF (VT) seeks to track the investment performance of the FTSE Global All Cap Index, a free-float-adjusted, market-capitalization-weighted index designed to measure the market performance of large-, mid-, and small-capitalization stocks of companies located around the world. The index includes approximately 7,400 stocks of companies located in 47 countries, including both developed and emerging markets.

Vanguard Total Bond Market ETF (BND) seeks to track the investment performance of the Bloomberg U.S. Aggregate Float Adjusted Index, an unmanaged benchmark representing the broad, investment-grade U.S. bond market. The fund invests in taxable investment-grade corporate, U.S. Treasury, mortgage-backed, and asset-backed securities with short, intermediate, and long maturities in excess of one year, resulting in a portfolio of intermediate duration.