Portfolio Toolbox
market indicator

Sectors

The "periodic table" of S&P 500 sector returns is displayed below ranked by historic rolling return performance during your selected time period. Some call this a "jellybean chart" or "investment quilt". You can interact with this chart by selecting the sector(s) you would like to view and change the rolling return period from 1-20 years. You can display the annualized (CAGR) or absolute return based on your selected rolling return period. For example, if you select a five year rolling return period, the CAGR performance of the S&P 500 from 2015 to 2019 is 11.48% (72.20% 5-year return) and this value is found in the 2019 column. You can also compare performance with dividends reinvested or not.

Source data: FBMPX FSCPX FDFAX FSENX FIDSX FSPHX FCYIX FSDPX VNQ VFINX FSPTX FSUTX quotes

Rolling Return
reinvest
dividends