Performance 2019 S&P 500 Sectors & Industries

Performance 2021 S&P 500 Sectors & Industries

Yardeni Research, Inc.

May 7, 2021

Dr. Edward Yardeni

516-972-7683 eyardeni@

Joe Abbott

732-497-5306 jabbott@

Mali Quintana

480-664-1333 aquintana@

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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

May 7, 2021 / Performance 2021 S&P 500 Sectors & Industries

Yardeni Research, Inc.



S&P 500 Sectors Performance

Figure 1.

50

50

S&P 500 SECTORS PERFORMANCE: 2021

45

(percent change ytd)

45

40 S&P 500 Sectors

40

S&P 500 Index (12.7)

35

Consumer Discretionary (8.9) Consumer Staples (4.1)

35

Energy (41.4)

30

Financials (27.9) Health Care (9.1)

30

Information Technology (6.5)

25

Materials (21.0) Industrials (18.8)

25

Real Estate (16.1)

20

Communication Services (16.2) Utilities (5.1)

20

15

15

10

10

5

5

0

0

-5

-10

Jan

Feb

Mar

Source: Standard & Poor's.

-5

Latest data thru: 05/07/21

-10

Apr

May

2021

Figure 2.

25

25

S&P SECTORS PERFORMANCE:

MAY 2021 MONTH-TO-DATE

(percent change from last trading day of April)

20

20

May 2021

S&P 500 Index (0.5)

15

Consumer Discretionary (-1.9) Consumer Staples (1.6)

15

Energy (6.9)

Financials (3.6)

Health Care (1.5)

Industrials (2.3)

10

Information Technology (-1.3) Materials (4.9)

10

Real Estate (-2.1)

Communication

Services (-0.5) Utilities (-1.4)

5

5

0

0

-5 1 2 5 6 7 8 9 12 13 14 15 16 19 20 21 22 23 26 27 28 29 30

Source: Standard & Poor's.

May 2021 M-T-D

-5

Page 1 / May 7, 2021 / Performance 2021 S&P 500 Sectors & Industries

Yardeni Research, Inc.



S&P 500 Consumer Discretionary

Figure 3.

40

40

S&P 500 CONSUMER DISCRETIONARY RETAIL SECTOR & INDUSTRY PERFORMANCE: 2021

35

(percent change)

35

30

30

Retail

25

Consumer Discretionary Retail Composite (10.1) Apparel Retail (14.7)

25

Casinos & Gaming (10.8)

20

General Merchandise Stores (14.2) Hypermarkets & Super Centers (-0.6)

20

Internet & Direct Marketing Retail (2.3)

15

Specialty Stores (24.8)

15

10

10

5

5

0

0

-5

-5

-10

-10

-15

-20

Jan

Feb

Mar

Source: Standard & Poor's.

Latest data thru: 05/07/21

Apr

May

-15 -20 2021

Figure 4.

60

S&P 500 HOUSING & AUTO RELATED INDUSTRY PERFORMANCE: 2021 (percent change)

50

Housing & Autos

Homebuilding (42.0)

40

Household Appliances (40.1)

Home Improvement Retail (28.3)

Auto Parts & Equipment (19.4)

Automobile Manufacturing (1.4)

30

Automotive Retail (28.2)

20

10

0

-10

-20 Jan

Latest data thru: 05/07/21

Feb

Mar

Apr

Source: Standard & Poor's.

60

50

40

30

20

10

0

-10

-20 May

2021

Page 2 / May 7, 2021 / Performance 2021 S&P 500 Sectors & Industries

Yardeni Research, Inc.



S&P 500 Consumer Discretionary

Figure 5.

30

30

S&P 500 CONSUMER DISCRETIONARY FUN-RELATED INDUSTRY PERFORMANCE: 2021

25

(percent change)

25

Consumer Discretionary

20

Fun Related

20

Casinos & Gaming (10.8)

Hotels, Resorts, & Cruise Lines (15.9)

15

Restaurants (8.7)

15



10

10

5

5

0

0

-5

-5

-10

-15 Jan

Feb

Mar

Source: Standard & Poor's.

-10

Latest data thru: 05/07/21

-15

Apr

May

2021

Figure 6.

30

S&P 500 CONSUMER DISCRETIONARY MISC. INDUSTRY PERFORMANCE: 2021 (percent change)

25

Consumer Discretionary Misc.

20

Specialty Stores (24.8)

15

10

5

0

-5

Jan Source: Standard & Poor's.

Latest data thru: 05/07/21

Feb

Mar

Apr

30

25

20

15

10

5

0

-5 May

2021

Page 3 / May 7, 2021 / Performance 2021 S&P 500 Sectors & Industries

Yardeni Research, Inc.



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