In today's dynamic market, the factors driving returns are ever-changing. Our latest analysis underscores the value of a well-diversified portfolio by highlighting recent performance trends across S&P 500 sectors and asset classes. Explore the charts below to gain deeper insights into these trends and optimize your investment strategy with our expert guidance.
This chart contains the 11 sectors that constitute the S&P 500 Index. Each sector is given a unique color, and each column is organized from highest return (top) to lowest return (bottom), for a given year. The first 10 columns display annual performance for each sector from 2014 to 2023. The last column on the right illustrates year-to-date (YTD) performance, as of 9/30, for 2024.
Materials = 12.63%
This chart is composed of 11 standard asset classes and an example of a diversified 60% stock and 40% bond portfolio. Each asset class is given a unique color, and each column is organized from highest return (top) to lowest return (bottom), for a given year. The 60/40 portfolio (in bright yellow) generally falls somewhere in the middle, helping to illustrate how a diversified portfolio can reduce volatility. The first 10 columns display annual performance for each asset class from 2014 to 2023. The last column on the right illustrates year-to-date (YTD) performance, as of 9/30, for 2024.
Gold = 27.14%
US Large-Cap Stock = 21.85%
Emerging Market Stock = 17.33%
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