Stock Sectors
Stock Sectors groups covered companies by sector and compares historical sector performance. You can browse this public page without a paid plan.
Before you begin
Open Stock Sectors. You do not need a portfolio or saved screen.
Quickstart
- Compare the same year across sectors in Annual Returns.
- Inspect the dividend-yield and growth summaries.
- Select a sector to browse its companies.
- Apply the company-list filters or open the group in the Research Terminal.
What it shows
| Panel | Meaning |
|---|---|
| Annual Returns | Calendar-year total returns for sector fund proxies and an S&P 500 comparison. The current year is year to date. |
| Dividend Yields | The median trailing yield of dividend-paying companies in each equity sector. |
| Growth Since 2010 | Growth of a hypothetical $10,000 investment using the available sector fund histories and reinvested dividends. |
| Sector list | Sectors and the number of covered companies in each. |
Hover over a return cell or chart to read its values. The returns table scrolls horizontally on smaller screens. Some sectors have shorter histories, so earlier years are blank and those sectors are excluded from the growth chart that begins in 2010.
Inputs
Sector company list
Select a sector name to open its company list. Use Search symbol or company, Minimum market cap, and Dividend payers to narrow it.
The list shows symbol, company, market cap, P/E, dividend yield, and price. Select a company to open its analysis page. Use the alphabetical company links to browse without filtering.
View in Research Terminal opens all companies from that sector page in the Research Terminal. It requires an account and includes the full sector group, not only the currently filtered rows.
How it is calculated
Annual returns compare adjusted end values for successive calendar years.
Return = (ending adjusted price / prior year-end adjusted price - 1) x 100
The adjusted prices include dividends and splits for the sector's representative fund. For example, a change from 100 to 112 gives 12%. The current year uses the latest available monthly observation.
The growth chart compounds these returns.
New value = previous value x (1 + annual return as a decimal)
For example, $10,000 growing by 10% and then falling by 5% becomes $10,450. The chart's fixed starting amount is illustrative, not a minimum investment.
A median yield is the middle yield after sorting the eligible dividend payers, or the average of the two middle values for an even-sized group. For yields of 1%, 3%, and 9%, the median is 3%.
Data and timing
Sector returns use representative funds, not an average of the companies in the directory. The growth chart uses monthly observations. Company prices, classifications, and dividend yields can have different update times.
Limitations and disclosures
A sector's historical return is not the return of every company in it. Fund inception dates and missing history limit comparisons. Median yield does not measure dividend safety.
GNG Research provides equity research and educational tools, not investment advice. Nothing on the platform is a recommendation to buy or sell any security. Do your own research and consider your circumstances before making any investment decision.