Sector Analysis

The Sectors module analyzes the performance, momentum and valuation of the 11 S&P 500 sectors. It lets you identify sector rotations and find sectors with the best risk/return profile.

What It Analyzes

  • Relative performance: Each sector's return vs the broad index
  • Sector momentum: Which sectors are gaining or losing strength
  • Rotation: Capital flows between defensive and cyclical sectors
  • Valuation: P/E and fundamental metrics aggregated by sector

The 11 Sectors

Technology, Healthcare, Financials, Consumer Discretionary, Communication Services, Industrials, Consumer Staples, Energy, Utilities, Real Estate and Materials.

Sector rotation: In expansionary cycles, cyclical sectors (Technology, Consumer Discretionary) tend to lead. In recessions, defensives (Utilities, Staples, Healthcare) take over.

Analyze sector rotation

View Sectors