Sektor-Rotation

Which US sectors historically perform best in which month?

Methodology

Data Basis

  • Data source: Supabase (Yahoo Finance), updated daily
  • 23 US Sector ETFs — SPDR Select Sector + Specialty ETFs
  • Period: Selectable 5–30 years, min. 5 years for valid calculation

Ticker Overview

TickerSector / IndustryType
XLKTechnologySPDR Select Sector
XLFFinancialsSPDR Select Sector
XLEEnergySPDR Select Sector
XLVHealth CareSPDR Select Sector
XLYConsumer DiscretionarySPDR Select Sector
XLPConsumer StaplesSPDR Select Sector
XLIIndustrialsSPDR Select Sector
XLBMaterialsSPDR Select Sector
XLUUtilitiesSPDR Select Sector
XLREReal EstateSPDR Select Sector
XLCCommunication ServicesSPDR Select Sector
SMHSemiconductorsVanEck
XSDSemiconductor (Equal Weight)SPDR S&P
XBIBiotechSPDR S&P
XHBHomebuildersSPDR S&P
XMEMetals & MiningSPDR S&P
XOPOil & Gas ExplorationSPDR S&P
XRTRetailSPDR S&P
KRERegional BanksSPDR S&P
IYTTransportationiShares
ITBHome ConstructioniShares
GDXGold MinersVanEck
TANSolar EnergyInvesco

Calculation

  • Monthly return: Last closing price per month → percentage change from prior month
  • Seasonality: Average monthly return across all available years (min. 5)
  • Rotation signal: Ranking of sectors by avg. return in the current month
  • Win rate: Share of years with positive return in the respective month
  • Annual curve: Cumulated monthly average returns (Jan–Dec)