Performance 2019 S&P 500 Sectors & Industries

Performance 2023 S&P 500 Sectors & Industries

Yardeni Research, Inc.

October 16, 2023

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

S&P 500 Sectors Total Return Performance

10

October 16, 2023 / Performance 2023 S&P 500 Sectors & Industries

Yardeni Research, Inc.



S&P 500 Sectors Performance

Figure 1.

85

80 S&P 500 SECTORS PERFORMANCE: 2023

75

(percent change ytd)

70

65

S&P 500 Sectors

60

S&P 500 Index (13.9)

55

Communication Services (45.5) Consumer Discretionary (26.6)

50

Consumer Staples (-8.5)

45

Energy (2.8) Financials (-2.1)

40

Health Care (-3.6) Information Technology (39.3)

35

Materials (0.8)

30

Industrials (4.6) Real Estate (-6.4)

25

Utilities (-15.2)

20

15

10

5

0

-5

-10

-15

-20

-25

Jan

Feb

Mar

Source: Standard & Poor's.

Apr

May

Jun

Jul

2023

85

Latest data thru: 10/16/23

80

75

70

65

60

55

50

45

40

35

30

25

20

15

10

5

0

-5

-10

-15

-20

-25

Aug

Sept

Oct

Nov

Dec

Figure 2.

15

S&P SECTORS PERFORMANCE: OCTOBER 2023 MONTH-TO-DATE 10 (percent change from last trading day of September)

5

0

-5

-10

October 2023

-15

S&P 500 Index (0.9)

Consumer Discretionary (-0.9)

Consumer Staples (-3.0)

Energy (-1.1)

-20

Financials (0.0)

Health Care (1.0)

Industrials (0.4) Information Technology (3.1) Materials (-1.2) Real Estate (0.7) Communication

Services (2.8) Utilities (0.6)

-25 2 3 4 5 6 9 10 11 12 13 16 17 18 19 20 23 24 25 26 27 30

Source: Standard & Poor's.

October 2023 M-T-D

15 10 5 0 -5 -10 -15 -20 -25

Page 1 / October 16, 2023 / Performance 2023 S&P 500 Sectors & Industries

Yardeni Research, Inc.



S&P 500 Consumer Discretionary

Figure 3.

80

80

S&P 500 CONSUMER DISCRETIONARY RETAIL SECTOR & INDUSTRY PERFORMANCE: 2023 (percent change)

60

Retail

Consumer Discretionary

60

Retail Composite (24.8)

Apparel Retail (8.9)

Broadline Retail (54.3)

Casinos & Gaming (3.2)

Other Specialty Stores (-15.0)

40

40

20

20

0

0

-20

Jan

Feb

Mar

Source: Standard & Poor's.

Apr

May

Jun

Jul

2023

Latest data thru: 10/16/23

-20

Aug

Sept

Oct

Nov

Dec

Figure 4.

140

S&P 500 HOUSING & AUTO RELATED INDUSTRY PERFORMANCE: 2023 (percent change)

120

Housing & Autos

Homebuilding (26.4)

Household Appliances (-10.5)

100

Home Improvement Retail (-4.4)

Auto Parts & Equipment (6.8)

Automobile Manufacturing (81.9)

Automotive Retail (4.6)

80

60

40

20

0

Latest data thru: 10/16/23

-20

Jan

Feb

Mar

Apr

May

Jun

Jul

Aug

Sep

Oct

Source: Standard & Poor's.

2023

140

120

100

80

60

40

20

0

-20

Nov

Dec

Page 2 / October 16, 2023 / Performance 2023 S&P 500 Sectors & Industries

Yardeni Research, Inc.



S&P 500 Consumer Discretionary

Figure 5.

70

70

S&P 500 CONSUMER DISCRETIONARY FUN-RELATED INDUSTRY PERFORMANCE: 2023

(percent change)

60

60

Consumer Discretionary Fun Related

Casinos & Gaming (3.2)

50

Hotels, Resorts, & Cruise Lines (36.3)

50

Restaurants (-1.7)

40

40



30

30

20

20

10

10

0

0

Latest data thru: 10/16/23

-10

-10

Jan

Feb

Mar

Apr

May

Jun

Jul

Aug

Sep

Oct

Nov

Dec

2023

Source: Standard & Poor's.

Figure 6.

15

15

S&P 500 CONSUMER DISCRETIONARY MISC. INDUSTRY PERFORMANCE: 2023 (percent change)

10

10

5

5

0

0

-5

-5

Consumer Discretionary Misc.

-10

Other Specialty Stores (-15.0)

-10

-15

10/16

-15



Latest data thru: 10/16/23

-20

-20

Jan

Feb

Mar

Apr

May

Jun

Jul

Aug

Sep

Oct

Nov

Dec

2023

Source: Standard & Poor's.

Page 3 / October 16, 2023 / Performance 2023 S&P 500 Sectors & Industries

Yardeni Research, Inc.



S&P 500 Consumer Staples & Energy

Figure 7.

60

60

S&P 500 CONSUMER STAPLES SECTOR & INDUSTRY PERFORMANCE: 2023 (percent change)

45

45

Consumer Staples

Consumer Staples Sector (-8.5)

Brewers (15.0)

Consumer Staples Merchandise Retail (6.1)

30

Drug Retail (-39.0)

30

Household Products (-4.6)

Personal Products (-46.9)

Soft Drinks (-13.2)

Tobacco (-7.4)

15

15

0

0

-15

-15

-30

-30

Latest data thru: 10/16/23 -45

-45

Jan

Feb

Mar

Apr

May

Jun

Jul

Aug

Sep

Oct

Nov

Dec

2023

Source: Standard & Poor's.

Figure 8.

30

30

S&P 500 ENERGY SECTOR & INDUSTRY PERFORMANCE: 2023

25

(percent change)

25

20

20

15

15

10

10

5

5

0

0

-5

-5

-10

-15

-20

-25 Jan

Latest data thru: 10/16/23

Feb

Mar

Apr

May

Source: Standard & Poor's.

Jun

Jul

2023

-10

Energy

Energy Sector (2.8)

-15

Integrated Oil & Gas (-3.0)

Oil & Gas Equipment & Services (11.9)

Oil & Gas Exploration & Production (5.9) Oil & Gas Storage & Transportation (5.9)

-20

Oil & Gas Refining & Marketing (13.3) -25

Aug

Sep

Oct

Nov

Dec

Page 4 / October 16, 2023 / Performance 2023 S&P 500 Sectors & Industries

Yardeni Research, Inc.



S&P 500 Financials & Health Care

Figure 9.

40

40

S&P 500 FINANCIALS SECTOR & INDUSTRY PERFORMANCE: 2023 (percent change)

20

20

0

0



-20

-20

-40

-40

Financials

Financials Sector (-2.1)

Asset Management & Custody Banks (-9.7)

Consumer Finance (0.8)

-60

Diversified Banks (-3.6) Financial Exchanges & Data (12.3)

-60

Insurance Brokers (13.1)

Investment Banking & Brokerage (-17.1)

Regional Banks (-39.0)

Reinsurance (22.3)

Latest data thru: 10/16/23

-80

-80

Jan

Feb

Mar

Apr

May

Jun

Jul

Aug

Sep

Oct

Nov

Dec

2023

Source: Standard & Poor's.

Figure 10.

25

25

S&P 500 HEALTH CARE SECTOR & INDUSTRY PERFORMANCE: 2023

20

(percent change)

20

Health Care

15

Health Care Sector (-3.6)

15

Biotechnology (-2.5)

Health Care Equipment (-7.7)

10

Health Care Services (-14.2) Managed Health Care (-1.0)

10

Pharmaceuticals (0.6)

5

5

0

0

-5

-5

-10

-10

-15

-15

-20

-20

Latest data thru: 10/16/23 -25

-25

Jan

Feb

Mar

Apr

May

Jun

Jul

Aug

Sep

Oct

Nov

Dec

2023

Source: Standard & Poor's.

Page 5 / October 16, 2023 / Performance 2023 S&P 500 Sectors & Industries

Yardeni Research, Inc.



S&P 500 Industrials & Transportation

Figure 11.

30

30

S&P 500 INDUSTRIALS SECTOR & INDUSTRY PERFORMANCE: 2023

25

(percent change)

25

Industrials

20

Industrials Sector (4.6)

20

Aerospace & Defense (-8.5)

Construction Machinery & Heavy Trucks (11.9)

15

Electrical Components & Equipment (15.1) Industrial Conglomerates (4.9)

15

Industrial Machinery (9.7)

10

10

5

5

0

0

-5

-5

-10

-10

-15

Latest data thru: 10/16/23 -15

Jan

Feb

Mar

Apr

May

Jun

Jul

Aug

Sep

Oct

Nov

Dec

2023

Source: Standard & Poor's Corporation.

Figure 12.

50

S&P 500 TRANSPORTATION INDUSTRY PERFORMANCE: 2023

45

(percent change)

40

Transportation

35

Transportation Composite (1.7) Air Freight & Logistics (3.4)

Cargo Ground Transportation (33.6)

30

Passenger Airlines (-7.1) Rail Transportation (-2.3)

25

20

15

10

5

0

-5

-10

-15

Jan

Feb

Mar

Apr

May

Jun

Jul

Aug

2023

Source: Standard & Poor's.

50

45

40

35

30

25



20

15

10

5

0

-5

-10 Latest data thru: 10/16/23

-15

Sep

Oct

Nov

Dec

Page 6 / October 16, 2023 / Performance 2023 S&P 500 Sectors & Industries

Yardeni Research, Inc.



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