Page 2 - Market Update 1-31-2022.xlsx
P. 2
Sector Snapshot 1/31/22 S&P 500 Sector Weights* 1/28/22
1 Year
Sector Return Sector Weight
Energy 67.89% Technology 25.73%
Financials 35.04% Financials 13.81%
Real Estate 29.71% Health Care 13.31%
Technology 25.73% Consumer Cyclical 11.50%
Materials 19.31% Comm. Services 9.98%
Industrials 18.87% Industrials 8.21%
Consumer Defensive 18.55% Consumer Defensive 6.61%
Consumer Cyclical 14.18% Energy 3.40%
Health Care 14.14% Real Estate 2.68%
Utilities 11.28% Utilities 2.54%
Comm. Services 10.47% Materials 2.22%
Sector Summary 1/31/22
Sector 1 Week 1 Month 3 Month YTD 1 Year 3 Year 5 Year
Cyclical
Consumer Cyclical 1.41% -9.48% -7.99% -9.48% 14.18% 19.43% 16.92%
Financials 1.98% -0.08% -2.93% -0.08% 35.04% 14.75% 10.91%
Materials 0.47% -6.86% -0.72% -6.86% 19.31% 16.57% 10.15%
Real Estate 0.87% -8.54% -0.61% -8.54% 29.71% 11.76% 9.37%
Sensitive
Comm. Services 1.73% -4.96% -7.92% -4.96% 10.47% 17.02% -
Energy 4.84% 18.67% 14.96% 18.67% 67.89% 2.38% -1.10%
Industrials -0.91% -4.76% -3.51% -4.76% 18.87% 12.18% 9.85%
Technology 4.62% -6.76% 0.38% -6.76% 25.73% 34.86% 26.58%
Defensive
Consumer Defensive 0.35% -1.60% 6.76% -1.60% 18.55% 12.59% 7.72%
Health Care 1.77% -6.90% -1.85% -6.90% 14.14% 13.46% 13.43%
Utilities 1.51% -3.31% 3.48% -3.31% 11.28% 8.20% 7.09%
Market Indicators
Last 1 Month 1 Mo. % 1 Year 1 Year %
Name As of Month** Ago Change Ago Change Freq.
Key Interest Rates
1 Month Treasury 1/31/22 0.03% 0.06% -50.0% 0.07% -57.1% Daily
2 Year Treasury 1/31/22 1.18% 0.73% 61.6% 0.11% 972.7% Daily
10 Year Treasury 1/31/22 1.79% 1.52% 17.8% 1.11% 61.3% Daily
30 Year Mortgage 1/20/22 3.56% 3.12% 14.1% 2.79% 27.6% Weekly
US Corporate AAA 1/28/22 2.44% 2.04% 19.6% 1.68% 45.2% Daily
US Corporate BBB 1/28/22 3.02% 2.59% 16.6% 2.12% 42.5% Daily
US Corporate CCC 1/28/22 8.88% 7.77% 14.3% 7.82% 13.6% Daily
Effective Federal Funds 1/28/22 0.08% 0.08% 0.0% 0.07% 14.3% Daily
U.S. Economy
Consumer Sentiment 1/31/22 67.20 70.60 -4.8% 79.00 -14.9% Monthly
Unemployment Rate 12/31/21 3.90% 4.20% -7.1% 6.70% -41.8% Monthly
Inflation Rate 12/31/21 7.04% 6.81% 3.3% 1.36% 416.6% Monthly
Manufacturing PMI 1/31/22 57.60 58.80 -2.0% 58.70 -1.9% Monthly
Non Manufacturing PMI 12/31/21 62.00 69.10 -10.3% 57.70 7.5% Monthly
Retail Sales 12/31/21 554,302 565,932 -2.1% 484,642 14.4% Monthly
Building Permits 12/31/21 1,873 1,717 9.1% 1,758 6.5% Monthly
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