SECOND QUARTER 2022 MARKET RETURNS:
S&P 500 SECTORS & ASSET CLASSES

July 7, 2022

The below charts visually demonstrate that the drivers of return are constantly changing each year, which emphasizes the importance of a well-diversified portfolio. In this article, we provide a snapshot of recent S&P 500 sector and asset class performance.

S&P 500 SECTOR PERIODIC TABLE OF RETURNS (2012 - 2022)

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 2012 to 2021. The last column on the right illustrates year-to-date (YTD) performance, as of 6/30, for 2022.

2022 YTD Leaders:

• Energy = 30.47%
• Utilities = -1.23%
• Consumer Staples = -6.31%

2022 YTD Laggards:

• Consumer Discretionary = -33.00%
• Communication Services = -30.41%
• Information Technology = -28.48%

ASSET CLASS PERIODIC TABLE OF RETURNS (2012 - 2022)

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 2012 to 2021. The last column on the right illustrates year-to-date (YTD) performance, as of 6/30, for 2022.

2022 YTD Leaders:

• Commodities = 21.25%
• Cash = 0.12%
• Gold = -1.46%

2022 YTD Laggards:

• US Small-Cap Stock = -21.61%
• Real Estate = -20.54%
• US Large-Cap Stock = -19.98%