Sector Returnsby Year 2001 - 2011*        Sector returns can vary widely – over the last 10+ years the average difference ...
Historical S&P 500Sector Weightings by Decade                                                                             ...
Upcoming SlideShare
Loading in …5
×

Bloomberg Sector Returns by Year

910 views
719 views

Published on

0 Comments
0 Likes
Statistics
Notes
  • Be the first to comment

  • Be the first to like this

No Downloads
Views
Total views
910
On SlideShare
0
From Embeds
0
Number of Embeds
8
Actions
Shares
0
Downloads
8
Comments
0
Likes
0
Embeds 0
No embeds

No notes for slide

Bloomberg Sector Returns by Year

  1. 1. Sector Returnsby Year 2001 - 2011* Sector returns can vary widely – over the last 10+ years the average difference between the best performing and worst performing sectors has been more than 40% per year. Investors can moderate this volatility by owning each sector in equal proportion. 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 20111 Consumer Information Information Healthcare Energy Energy Utilities Energy Consumer Staples Industrials Energy Discretionary Technology Technology -1.67 33.40 40.23 20.58 36.34 -14.97 27.82 17.39 13.33 39.05 50.94 Consumer Materials Materials Materials Utilities Utilities Financials Materials Healthcare Materials Industrials Discretionary 2.70 -5.76 37.50 23.79 16.52 18.83 21.98 -23.15 48.48 8.53 27.46 Consumer Consumer Consumer Healthcare Energy Industrials Equal Sector Utilities Utilities Energy Equal Sector Discretionary Discretionary Discretionary -0.21 -14.70 17.42 8.07 19.10 -29.08 21.78 5.84 36.98 18.43 41.16 Information Consumer Equal Sector Financials Industrials Equal Sector Health Care Energy Equal Sector Materials Healthcare Technology Discretionary -7.14 -14.85 32.50 14.12 6.44 18.29 27.79 20.55 5.62 15.19 -33.41 Consumer Financials Equal Sector Financials Materials Financials Materials Consumer Staples Equal Sector Industrials Equal Sector Discretionary -9.13 -18.37 30.53 13.24 6.21 18.26 14.46 -35.16 22.63 16.11 4.66 Consumer Consumer Consumer Staples Equal Sector Materials Equal Sector Industrials Energy Energy Consumer Staples Materials Discretionary Discretionary -9.90 28.17 4.14 15.99 13.19 -38.79 21.58 13.79 4.48 -18.93 12.89 Consumer Staples Information Industrials Energy Financials Consumer Staples Consumer Staples Equal Sector Industrials Healthcare Financials -19.98 Technology -10.26 26.36 10.59 2.84 14.58 9.65 -38.87 19.82 11.91 3.74 Information Information Utilities Industrials Utilities Consumer Staples Industrials Industrials HealthCare Financials Financials Technology Technology -13.03 -24.74 25.82 7.80 2.78 13.59 7.09 17.50 2.99 -41.38 11.39 Information Information Information Consumer Energy Utilities Healthcare Materials Consumer Staples Utilities Consumer Staples Technology Technology Technology Discretionary -18.35 -28.11 14.76 -43.99 14.22 5.30 2.68 5.21 -0.12 12.10 -13.38 Information Information Consumer Consumer Staples HealthCare HealthCare Financials Financials Utilities Healthcare Utilities Technology Technology Discretionary 10.96 1.45 7.53 -18.79 -55.19 11.41 3.30 2.68 -22.95 -38.41 -6.52 S&P 500 -11.89 -22.10 28.68 10.88 4.91 15.79 5.49 -37.00 26.46 15.06 5.92 Source: Bloomberg Data shown in percentages.PERFormance Average Annual Returns as of March 31, 2011 1 As of March 31, 2011 Cumulative 2 The Equal Weight Sector Strategy is represented by the nine Select Sector SPDRs ETFs that One Year Three Year Five Year 10 Year Returns are purchased individually, allocated equally, and rebalanced quarterly. As a result, each sector has Equal Sector Strategy 2 16.93% 3.48% 4.43% 5.42% 55.16% an initial weighting of 11.1%. The expense ratio for each Select Sector SPDR is 0.20%. There are no sales loads on Select Sector SPDR shares but ordinary brokerage commissions do apply S&P 500 15.65% 2.35% 2.62% 3.29% 21.88% and this expense is not reflected in performance calculations. If such expenses were reflected, the performance shown would be lower. Investors are responsible for rebalancing the portfolio quarterly. Past performance does not guarantee future results. Performance data quoted represents past performance. Current performance for the underlying ETFs may be higher or lower than data quoted. For the * Returns are based on the Net Asset Value of the Select Sector SPDRS for standardized most current month-end performance data for the individual Select Sector SPDR Funds, please visit www.sectorspdrs.com. performance (see back). 1.866.SECTOR.ETF (732.8673) |
  2. 2. Historical S&P 500Sector Weightings by Decade AnnualizedSector leadership and weightings can change dramatically over time. Paying attention to sector Select Sector One Latest Calendar One Three Five Ten Sinceweights can help manage risk while taking advantage of attractive investment themes. SPDR Fund Month Quarter YTD Year Year Year Year Inception* Total Returns (Net Asset Value) as of 03/31/11 1 n Materials (XLB) 1.83% 4.48% 4.48% 22.33% 2.57% 7.04% 9.65% 8.08% 1970 1975 1980 1985 1990 1995 2000 2005 2011 n Industrials (XLI) 2.20% 8.53% 8.53% 22.97% 2.90% 4.36% 5.42% 5.97% n Technology (XLK) -1.50% 3.74% 3.74% 14.69% 6.48% 4.57% 1.46% -0.38% n Consumer Discretionary 16.5 12.9 7.3 12.5 10.1 13.0 10.3 10.7 10.5 n Health Care (XLV) 1.86% 5.62% 5.62% 5.09% 4.25% 2.53% 3.49% 3.90% n Consumer Staples 10.3 11.2 8.7 12.5 16.4 12.8 8.1 9.6 10.2 n Cons Stap (XLP) 1.38% 2.68% 2.68% 10.11% 5.19% 7.50% 4.02% 3.09% n Cons Disc (XLY) -0.53% 4.66% 4.66% 20.79% 10.00% 4.53% 5.27% 4.93% n Energy 15.7 16.6 28.2 11.6 13.1 9.1 6.6 9.3 13.3 n Energy (XLE) 2.03% 17.39% 17.39% 41.00% 4.29% 9.60% 11.76% 12.19% n Financials(XLF) -2.59% 2.99% 2.99% 3.82% -10.98% -10.70% -2.59% -0.37% n Financial 0.8 0.6 5.0 7.0 7.2 13.1 17.3 21.3 15.9 n Utilities (XLU) 0.24% 2.68% 2.68% 12.08% -1.75% 4.42% 3.80% 4.41% n Healthcare 4.8 6.9 8.0 6.9 10.3 10.8 14.4 13.3 10.9 Market Value Total Returns as of 03/31/11 n Materials (XLB) 1.84% 4.43% 4.43% 22.36% 2.60% 7.00% 9.72% 8.08% n Industrials2 16.6 15.2 15.0 14.4 11.9 12.6 10.6 11.4 11.3 n Industrials (XLI) 2.15% 8.45% 8.45% 22.92% 3.00% 4.32% 5.40% 5.97% n Information Technology 11.5 10.7 8.7 14.8 8.8 9.4 21.2 15.3 17.9 n Technology (XLK) -1.49% 3.78% 3.78% 14.76% 6.59% 4.57% 1.49% -0.37% n Health Care (XLV) 1.79% 5.57% 5.57% 5.12% 4.30% 2.53% 3.57% 3.91% n Materials 10.0 13.0 9.7 7.1 7.1 6.1 2.3 3.0 3.8 n Cons Stap (XLP) 1.29% 2.64% 2.64% 10.12% 5.21% 7.49% 4.09% 3.09% n Cons Disc (XLY) -0.54% 4.61% 4.61% 20.77% 10.01% 4.53% 5.26% 4.93% n Telecommunications 5.9 5.7 3.8 1.8 2.0 8.5 5.5 2.8 3.0 n Energy (XLE) 1.98% 17.30% 17.30% 41.05% 4.33% 9.64% 11.80% 12.19% n Financials(XLF) -2.60% 3.02% 3.02% 3.85% -10.95% -10.70% -2.57% -0.37% n Utilities 7.9 7.2 5.6 11.4 13.1 4.5 3.8 3.3 3.2 n Utilities (XLU) 0.19% 2.62% 2.62% 12.13% -1.76% 4.42% 3.87% 4.41%Shaded areas represent highest weighted sector. Performance data quoted represents past performance. Past performance does not guarantee future results. Current performance may be higher or lower than actual data quoted. Call 1.866.SECTOR.ETF or visit www.1 As of March 31, 2011 sectorspdrs.com for current month end performance. Investment returns and principal value will fluctuate2 Includes Conglomerates, Miscellaneous and Transportation Industries. so that shares, when redeemed, may be worth more or less than their original cost. * Fund inception date 12/16/98. Market price returns are based on the midpoint of the bid/ask spread at 4 p.m. ET and do not represent the returns an investor would receive if shares were traded at other times. The above returns are forSource: Standard and Poors the underlying nine Select Sector SPDR ETFs. 1.866.SECTOR.ETF (732.8673) |An investor should consider investment objectives, risks, charges and expenses carefully before investing. To obtain a prospectus, which contains this and other information, call1.866.SECTOR.ETF(732.8673). Read the prospectus carefully before investing.Asset allocation cannot assure a profit nor protect against a loss.There are risks involved with investing, including loss of principal.Sector ETF products are also subject to sector risk and non-diversification risk, which generally will result in greater price fluctuations than the overall market.The S&P 500 Index is the Standard & Poor’s composite index of 500 stocks, a widely recognized, unmanaged index of common stock prices.You cannot invest directly in an index.ALPS Distributors, Inc., a registered broker-dealer, is distributor for the Select Sector SPDR Trust. SEL000703 07/31/11

×