Performance 2019 S&P 500 Sectors & Industries

Performance 2022 S&P 500 Sectors & Industries

Yardeni Research, Inc.

August 4, 2022

Dr. Edward Yardeni

516-972-7683 eyardeni@

Joe Abbott

732-497-5306 jabbott@

Mali Quintana

480-664-1333 aquintana@

Please visit our sites at blog.

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Table Of Contents Table Of Contents

S&P 500 Sectors Performance

1

S&P 500 Consumer Discretionary

2-3

S&P 500 Consumer Staples & Energy

4

S&P 500 Financials & Health Care

5

S&P 500 Industrials & Transportation

6

S&P 500 Information Technology & Materials

7

S&P 500 Communication Services

8

S&P 500 Real Estate & Utilities

9

August 4, 2022 / Performance 2022 S&P 500 Sectors & Industries

Yardeni Research, Inc.



S&P 500 Sectors Performance

Figure 1.

130

120 S&P 500 SECTORS PERFORMANCE: 2022 (percent change ytd)

110

130

Latest data thru: 08/04/22

120

110

100

S&P 500 Sectors

100

90

S&P 500 Index (-12.9)

Information Technology (-15.6)

90

Communication Services (-26.5)

Materials (-15.2)

80

Consumer Discretionary (-18.2) Consumer Staples (-3.6)

Industrials (-9.4) Real Estate (-16.0)

80

70

Energy (29.3) Financials (-14.6)

Utilities (4.0)

70

60

Health Care (-6.8)

60

50

50

40

40

30

30

20

20

10

10

0

0

-10

-10

-20

-20

-30

-40

Jan

Feb

Mar

Source: Standard & Poor's.

Apr

May

Jun

Jul

2022

Aug

Sept

Oct

-30

-40

Nov

Dec

Figure 2.

55

50

S&P SECTORS PERFORMANCE: AUGUST 2022 MONTH-TO-DATE

45

(percent change from last trading day of July)

40

August 2022

35

S&P 500 Index (0.6)

Consumer Discretionary (2.3)

30

Consumer Staples (1.0) Energy (-5.3)

Financials (-0.5)

25

Health Care (-0.2)

Industrials (0.0)

20

Information Technology (1.8) Materials (-1.7)

Real Estate (-1.8)

15

Communication

Services (1.9)

10

Utilities (0.6)

5

0

-5

-10

-15 1 2 3 4 7 8 9 10 11 14 15 16 17 18 21 22 23 24 25 28 29 30

Source: Standard & Poor's.

August 2022 M-T-D

55 50 45 40 35 30 25 20 15 10 5 0 -5 -10 -15

Page 1 / August 4, 2022 / Performance 2022 S&P 500 Sectors & Industries

Yardeni Research, Inc.



S&P 500 Consumer Discretionary

Figure 3.

20

20

15

S&P 500 CONSUMER DISCRETIONARY RETAIL SECTOR & INDUSTRY PERFORMANCE: 2022 (percent change)

15

10

10

5

5

0

0

-5

-5

-10

-10

-15

-15

-20

-20

-25

-25

-30

Retail

-30

-35

Consumer Discretionary Retail Composite (-17.3)

-35

Apparel Retail (-19.5)

-40

Casinos & Gaming (-25.7)

-40

General Merchandise Stores (-11.6)

-45

Internet & Direct Marketing Retail (-15.5) Specialty Stores (-23.9)

-45

-50

-55

Latest data thru: 08/04/22

-50

-55

Jan

Feb

Mar

Apr

May

Jun

Jul

Aug

Sep

Oct

Nov

Dec

2022

Source: Standard & Poor's.

Figure 4.

35

S&P 500 HOUSING & AUTO RELATED INDUSTRY PERFORMANCE: 2022 (percent change)

25

Housing & Autos

Homebuilding (-27.1)

15

Household Appliances (-28.4)

Home Improvement Retail (-25.3)

Auto Parts & Equipment (-35.1)

Automobile Manufacturing (-15.6)

5

Automotive Retail (-5.1)

-5

-15

-25

-35

Latest data thru: 08/04/22

-45

Jan

Feb

Mar

Apr

May

Jun

Jul

Aug

Sep

Oct

Source: Standard & Poor's.

2022

35

25

15

5

-5

-15

-25

-35

-45

Nov

Dec

Page 2 / August 4, 2022 / Performance 2022 S&P 500 Sectors & Industries

Yardeni Research, Inc.



S&P 500 Consumer Discretionary

Figure 5.

20

20

S&P 500 CONSUMER DISCRETIONARY FUN-RELATED INDUSTRY PERFORMANCE: 2022 (percent change)

10

10

0

0



-10

-10

-20

-20

-30

-30

Consumer Discretionary

Fun Related

Casinos & Gaming (-25.7)

-40

Hotels, Resorts,

-40

& Cruise Lines (-23.0)

Restaurants (-12.9)

Latest data thru: 08/04/22

-50

-50

Jan

Feb

Mar

Apr

May

Jun

Jul

Aug

Sep

Oct

Nov

Dec

2022

Source: Standard & Poor's.

Figure 6.

20

S&P 500 CONSUMER DISCRETIONARY MISC. INDUSTRY PERFORMANCE: 2022

15

(percent change)

10

Consumer Discretionary

Misc.

5

Specialty Stores (-23.9)

0

-5

-10

-15

-20

-25

-30

-35

Latest data thru: 08/04/22

Jan

Feb

Mar

Apr

May

Jun

Jul

Aug

Sep

Oct

Nov

2022

Source: Standard & Poor's.

20 15 10 5 0 -5 -10 -15 -20 -25 -30 -35 Dec

Page 3 / August 4, 2022 / Performance 2022 S&P 500 Sectors & Industries

Yardeni Research, Inc.



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