S&P 500 GICS Sector Scorecard (7/10/20)

12-Mo.
See the last page for Index % of 500 Price Changes (%) 5-Year % Chg.
disclosure information. Value or Sector 1 Wk. 13 Wks. YTD 2019 5-Yr CAGR Beta Std. Dev. Rank

S&P 500 3,185.04 100.00 1.8 14.2 (1.4) 28.9 8.6 1.0 14.7 NM
Growth 2,187.00 60.04 3.0 22.8 12.0 29.1 13.1 1.0 14.9 NM
Value 1,073.09 38.93 (0.0) 3.2 (16.5) 28.6 3.3 1.0 15.4 NM
Pure Growth 13,422.16 19.20 1.8 22.2 5.1 27.5 9.7 1.1 16.9 NM
Pure Value 4,702.18 6.57 (1.2) 4.2 (32.5) 22.0 (2.4) 1.4 21.9 NM

Communication Services 192.39 11.23 4.7 21.7 5.9 30.9 4.9 0.8 17.3 3
Advertising 232.82 0.61 (1.1) (2.0) (31.2) 11.1 (5.4) 0.8 20.1 101
Alternative Carriers 57.10 0.33 1.2 (6.9) (25.0) (12.8) (11.8) 1.1 30.7 91
Broadcasting 333.56 1.15 (3.2) 6.6 (39.1) 7.6 (10.7) 1.6 31.2 118
Cable & Satellite 465.49 9.26 3.2 9.9 (4.4) 41.0 8.3 1.0 20.8 40
Integrated Telecommunication Services 154.56 14.88 (0.2) (3.6) (17.4) 22.3 (0.4) 0.6 15.6 66
Interactive Home Entertainment 563.99 4.09 5.2 33.1 33.1 29.1 18.5 0.7 25.8 5
Interactive Media & Services 137.71 51.73 5.1 31.9 16.6 36.8 NA NA NA NA
Movies & Entertainment 552.13 15.67 10.7 29.7 12.0 25.7 5.2 1.0 21.3 29
Publishing & Printing 262.66 0.21 (0.7) 25.4 (15.9) 24.8 (4.1) 1.5 31.5 75
Wireless Telecommunication Services 134.74 2.06 1.0 24.6 36.5 NA NA NA NA NA

Consumer Discretionary 1,125.92 11.29 4.8 31.4 14.2 26.2 12.1 1.2 18.3 2
Apparel Retail 1,533.56 3.30 (1.4) 2.9 (19.8) 27.0 1.7 0.8 19.4 80
Apparel, Accessories & Luxury Goods 168.49 1.24 (1.9) (1.7) (45.0) 20.8 (13.7) 1.4 28.0 117
Auto Parts & Equipment 216.43 0.94 (0.3) 26.4 (19.3) 45.2 2.0 2.1 36.1 79
Automobile Manufacturers 44.62 1.84 (1.6) 6.4 (33.8) 14.4 (10.5) 1.3 26.4 111
Automotive Retail 1,053.76 2.72 (2.4) 23.3 (5.6) 29.5 7.3 1.2 23.9 45
Casinos & Gaming 571.18 1.03 (2.7) 1.5 (42.5) 37.9 (5.6) 2.1 44.0 110
Computer & Electronics Retail 530.25 0.65 (2.9) 28.7 (3.3) 65.8 19.0 1.6 35.6 32
Consumer Electronics 123.72 0.47 (0.5) 23.4 (0.5) 54.1 15.8 1.2 26.0 16
Department Stores 51.08 0.11 2.5 (6.8) (58.1) (28.2) (27.8) 1.7 43.3 125
Distributors 277.27 0.68 (1.3) 17.2 (23.0) 24.4 (1.6) 1.3 24.1 74
Footwear 2,975.67 4.09 (0.4) 12.9 (3.3) 36.6 11.2 0.8 21.0 27
General Merchandise Stores 1,780.56 4.33 (0.7) 13.7 2.3 54.2 9.9 0.7 21.0 13
Home Furnishings 85.82 0.30 (15.7) (4.1) (40.6) 26.6 (13.8) 1.5 31.6 102
Home Improvement Retail 2,489.50 12.54 0.8 29.1 14.6 27.8 15.9 1.1 21.3 19
Homebuilding 1,119.64 1.93 7.1 34.8 3.2 49.4 9.1 1.5 30.2 18
Hotels, Resorts & Cruise Lines 318.94 2.20 1.6 14.7 (49.8) 34.7 (3.8) 1.8 31.1 120
Household Appliances 455.20 0.28 5.0 29.5 (8.1) 38.0 (5.3) 2.0 37.5 67
Housewares & Specialties 121.96 0.20 (1.0) 11.7 (17.8) 3.4 (18.2) 1.1 41.2 31
Internet & Direct Marketing Retail 12,314.67 49.16 10.1 54.7 62.7 22.2 36.4 1.3 27.7 3
Leisure Products 138.80 0.32 (0.6) (2.0) (29.8) 24.4 (8.2) 1.0 27.1 114
Restaurants 1,738.11 10.23 1.3 5.0 (8.4) 21.8 8.8 0.8 17.3 82
Specialized Consumer Services 56.05 0.09 0.1 (6.9) (40.5) (7.4) (16.0) 0.8 32.5 122
Specialty Stores 104.55 1.36 0.4 13.5 1.8 22.8 0.1 1.2 23.9 63

Consumer Staples 619.33 6.98 2.5 3.7 (4.3) 24.0 3.8 0.6 12.1 5
Agricultural Products 680.66 1.19 (0.5) 4.8 (15.0) 13.1 (3.6) 0.9 21.6 60
Brewers 400.57 0.35 (1.9) (26.9) (35.7) (4.0) (13.4) 0.9 26.7 107
Distillers & Vintners 889.72 2.33 (0.2) 8.9 (3.0) 23.8 7.9 0.9 20.5 50
Drug Retail 591.12 1.61 (4.4) (8.8) (32.0) (13.7) (17.1) 0.6 23.9 99
Food Distributors 627.37 1.44 (3.2) 5.5 (38.8) 36.5 7.6 1.1 25.1 96
Food Retail 243.18 1.43 (0.2) 7.7 15.4 5.4 1.4 0.4 26.6 4
Household Products 784.00 25.43 2.2 9.2 3.6 28.0 8.5 0.4 13.4 38
HyperMarkets & Super Centers 329.94 17.89 8.3 7.9 10.4 34.3 15.0 0.5 15.2 23
Packaged Foods & Meats 544.63 14.61 0.9 3.6 (4.0) 27.4 0.6 0.6 14.2 46
Personal Products 693.12 2.39 (1.1) 13.0 (11.8) 61.5 8.1 0.8 20.9 52
Soft Drinks 528.72 21.09 1.1 (2.4) (9.2) 20.6 4.8 0.6 13.5 61
Tobacco 813.67 10.24 3.0 (2.5) (16.3) 15.0 (3.9) 0.6 20.3 81

Energy 270.32 2.59 (4.6) 4.1 (40.8) 7.6 (11.9) 1.6 29.4 11
Integrated Oil & Gas 296.33 52.05 (3.5) 0.2 (36.3) 2.5 (8.7) 1.3 24.9 115
Oil & Gas Equipment & Services 142.16 7.70 (2.6) 12.8 (53.5) 6.2 (23.7) 2.1 39.1 124
Oil & Gas Exploration & Production 210.93 19.97 (6.9) 10.2 (44.0) 10.3 (13.4) 2.0 39.7 119
Oil & Gas Refining & Marketing 498.85 11.18 (5.2) 12.1 (43.0) 16.6 (5.8) 1.9 36.4 113
Oil & Gas Storage & Transportation 117.83 9.10 (7.1) (0.9) (39.6) 28.2 (13.5) 1.5 31.8 112

Financials 389.97 9.93 2.2 0.4 (23.7) 29.2 2.9 1.2 19.7 10
Asset Management & Custody Banks 225.51 8.13 1.5 11.7 (9.5) 22.1 0.6 1.3 22.3 51
Consumer Finance 717.65 4.44 (0.6) 4.3 (33.4) 36.6 (1.2) 1.4 26.2 105
Diversified Banks 423.82 28.13 3.1 (5.9) (35.9) 37.9 (0.3) 1.4 25.0 100
Financial Exchanges & Data 212.06 12.15 3.4 10.5 10.2 34.4 NA NA NA 20
Insurance Brokers 904.08 5.60 2.3 8.0 (1.8) 38.3 13.1 0.8 16.0 36
Investment Banking & Brokerage 140.34 7.00 4.1 10.3 (12.0) 25.8 2.1 1.4 26.3 62
Life & Health Insurance 261.40 4.03 1.5 1.3 (32.5) 19.3 (5.3) 1.4 25.3 106
Multi-line Insurance 70.48 1.73 0.3 1.7 (38.6) 32.6 (9.2) 1.2 24.2 116
Multi-Sector Holdings 92.71 13.60 2.3 (5.6) (19.2) 11.1 4.8 0.7 14.9 77
Property & Casualty Insurance 540.88 7.21 0.8 (1.8) (14.8) 22.8 6.5 0.7 14.8 89
Regional Banks 79.26 7.67 (1.0) (1.5) (36.4) 31.3 (1.1) 1.5 27.9 103
Reinsurance 80.91 0.32 2.9 (2.6) (25.3) 27.1 NA NA NA 86
 See the last page for Index % of 500 Price Changes (%) 5-Year % Chg.
disclosure information. Value or Sector 1 Wk. 13 Wks. YTD 2019 5-Yr CAGR Beta Std. Dev. Rank

Health Care 1,173.97 14.31 (0.9) 6.1 (1.2) 18.7 5.8 0.8 14.7 4
Biotechnology 4,696.67 16.98 (1.1) 12.7 13.5 14.3 2.0 0.8 20.3 10
Health Care Distributors 561.92 1.60 (4.8) 5.9 1.4 16.6 (6.9) 0.8 21.6 43
Health Care Equipment 1,783.19 24.56 0.1 6.3 (2.9) 28.1 13.2 0.9 16.2 44
Health Care Facilities 446.97 0.86 (1.9) (11.3) (35.2) 19.9 (2.8) 1.3 27.1 104
Health Care Services 708.55 4.93 (4.0) 4.0 (11.3) 14.5 (1.6) 0.9 19.6 35
Health Care Supplies 275.73 1.59 (1.3) 15.3 (10.0) 35.4 7.8 1.4 27.3 49
Health Care Technology 319.68 0.56 0.0 2.3 (4.7) 40.0 (0.5) 0.9 22.7 54
Life Sciences Tools & Services 758.71 8.26 2.6 19.0 9.4 32.2 18.2 1.1 21.6 17
Managed Health Care 2,441.46 11.34 (3.0) 8.1 (2.8) 18.6 15.4 0.7 21.0 28
Pharmaceuticals 708.00 29.32 (0.9) (0.2) (5.2) 12.0 2.1 0.7 14.1 37

Industrials 574.69 7.69 (1.4) 7.6 (16.4) 26.8 4.2 1.1 18.1 9
Aerospace & Defense 962.93 21.45 (3.4) (1.8) (29.1) 27.8 6.0 1.2 21.7 98
Agricultural & Farm Machinery 185.14 2.46 0.8 9.2 (8.2) 16.1 11.0 0.9 24.7 56
Air Freight & Logistics 647.96 7.06 1.2 18.6 0.6 9.3 1.9 1.0 20.6 57
Airlines 162.52 2.55 (3.0) 1.2 (51.5) 10.2 (9.7) 1.4 31.5 123
Building Products 354.02 5.20 1.7 18.9 (9.3) 45.4 3.7 1.2 22.4 55
Construction & Engineering 250.23 0.75 (7.3) 0.6 (11.6) 33.2 3.4 1.1 22.6 59
Construction Machinery & Heavy Trucks 875.64 6.48 (0.1) 6.7 (11.1) 22.5 7.0 1.1 23.6 53
Diversified Support Services 645.56 1.96 (1.2) 23.0 (4.4) 72.4 25.8 1.3 24.4 41
Electrical Components & Equipment 747.00 5.66 (2.0) 13.6 (11.7) 35.0 5.7 1.3 22.5 42
Environmental & Facilities Services 272.98 3.15 (0.1) 4.6 (5.8) 23.5 9.0 0.7 14.6 69
Human Resource & Employment Services 135.91 0.29 (2.0) 17.1 (19.7) 10.4 (1.6) 1.6 31.5 85
Industrial Conglomerates 262.20 14.18 (1.8) 2.2 (20.3) 22.8 (5.8) 1.0 17.9 92
Industrial Machinery 1,172.89 9.96 (0.6) 10.5 (13.1) 34.4 8.9 1.3 21.4 58
Railroads 1,975.99 10.96 (1.8) 9.0 (8.4) 28.5 12.9 1.1 22.3 65
Research & Consulting Services 225.19 4.12 (1.2) 18.7 6.3 39.1 5.8 0.9 17.7 33
Trading Companies & Distributors 663.01 2.41 (1.7) 24.8 1.8 38.5 12.7 1.3 27.7 15
Trucking 267.68 1.36 5.2 30.0 26.0 26.1 9.2 0.9 22.8 7

Information Technology 1,901.29 27.62 2.7 26.8 18.0 48.0 21.7 1.1 17.5 1
Application Software 290.01 9.19 3.0 35.6 30.0 36.3 30.1 1.1 19.9 9
Communications Equipment 213.46 3.40 1.6 9.1 (4.2) 10.6 8.6 1.0 20.6 87
Data Processing & Outsourced Services 1,408.84 15.51 (1.4) 16.5 4.7 44.1 20.9 1.0 16.8 34
Electronic Components 221.64 0.66 0.5 19.9 (10.7) 15.2 9.5 1.2 21.3 64
Electronic Equipment & Instruments 355.18 0.51 (1.4) 15.3 (5.6) 50.7 17.1 1.2 28.4 39
Electronic Manufacturing Services 204.67 0.44 (1.9) 14.5 (13.7) 26.9 4.7 1.3 24.9 76
Internet Services & Infrastructure 1,123.18 0.55 0.3 12.6 18.6 34.5 19.7 0.9 19.0 30
IT Consulting & Other Services 162.87 4.15 0.2 9.0 (6.6) 24.4 1.7 1.2 19.5 71
Semiconductor Equipment 1,570.81 1.90 3.5 30.0 9.6 97.8 31.6 1.4 29.7 8
Semiconductors 1,352.21 15.55 3.6 24.6 13.2 43.6 22.5 1.1 20.7 12
Systems Software 3,818.31 25.44 3.5 28.5 33.9 49.2 30.4 0.9 17.3 6
Technology Distributors 94.04 0.22 (2.8) 7.1 (20.3) NA NA NA NA NA
Technology Hardware, Storage & Peripherals 421.54 22.48 5.1 40.2 25.9 79.1 24.1 1.2 26.4 1

Materials 364.88 2.53 0.8 12.9 (5.4) 21.9 4.8 1.2 19.1 6
Commodity Chemicals 113.94 7.05 (2.3) 11.1 (27.6) 8.1 (7.1) 1.6 29.7 93
Construction Materials 222.79 4.33 (1.6) 3.1 (21.0) 53.4 5.7 0.9 23.1 83
Copper 130.48 2.83 12.8 58.4 (1.1) 27.3 NA NA NA 24
Diversified Chemicals 296.03 1.43 0.3 17.6 (11.4) 4.2 1.1 1.8 32.3 68
Fertilizers & Agricultural Chemicals 1,205.50 6.49 (2.9) (1.2) (18.3) 11.8 (1.0) 1.1 22.3 90
Gold 149.31 7.46 1.5 8.0 42.4 28.5 29.9 0.3 36.3 2
Industrial Gases 1,720.34 26.90 4.8 21.0 9.3 39.4 15.5 0.8 15.4 21
Metal & Glass Containers 337.07 3.55 0.8 3.5 12.0 40.6 15.1 0.5 20.2 47
Paper Packaging 215.08 9.20 (1.8) 3.6 (17.2) 19.3 (4.0) 1.3 21.7 78
Specialty Chemicals 1,210.46 28.92 (1.0) 14.7 (8.2) 16.5 4.8 1.2 20.4 70
Steel 94.41 1.83 (2.3) 2.6 (28.1) 8.6 (1.7) 1.4 29.2 97

Real Estate 217.32 2.78 (1.8) (1.4) (9.6) 24.9 3.4 0.7 15.0 8
Health Care REITs 75.33 6.67 (4.6) (5.1) (34.4) 12.4 (7.1) 0.9 26.3 108
Hotel & Resort REITs 55.53 1.04 (1.0) (9.0) (41.6) 11.3 (10.9) 1.3 25.9 109
Industrial REITs 81.61 11.37 (0.8) 2.9 5.9 48.2 17.7 0.9 18.4 26
Office REITs 136.24 5.78 (3.7) (8.7) (27.3) 23.6 (4.8) 1.1 22.1 94
Real Estate Services 338.18 2.02 (2.9) (3.1) (27.9) 53.1 3.1 1.7 30.8 88
Residential REITs 161.40 11.65 (5.1) (10.6) (25.2) 23.0 (0.5) 0.7 18.1 95
Retail REITs 58.41 7.82 (6.6) (2.2) (42.8) (0.3) (13.2) 1.1 26.8 121
Specialized REITs 285.62 53.64 0.2 1.6 12.1 34.1 13.4 0.5 13.6 22

Utilities 293.66 3.05 (0.2) (5.1) (10.6) 22.2 5.6 0.4 13.5 7
Electric Utilities 330.77 63.25 1.6 (3.7) (8.9) 23.1 5.8 0.4 14.2 48
Gas Utilities 103.26 1.51 (2.1) (5.8) (11.4) NA NA NA NA NA
Independent Power Producers & Energy Traders 81.96 1.19 (0.8) (2.4) (28.0) 17.8 3.6 0.8 25.6 84
Water Utilities 196.45 3.00 1.8 1.2 8.6 35.3 NA NA NA 25
Multi-Utilities 38.01 31.05 (3.6) (8.3) (13.9) 20.2 4.6 0.4 13.8 72

12-Mo. % Chg. Rank: 1=Best, 11=worst (Sector) 125=worst (Sub-industry).

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