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Financials — Historical Charts and Data

Every Financials chart, valuation metric, drawdown record, and constituent breakdown from History of Market. 9 panels, refreshed daily.

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§ II

Forward PE S5FINL · Consensus Forward PE — Thirty years of Financials forward PE Thirty years of financials forward PE and its structural discount.

§ I

27-year chart XLF · 1998 to present — XLF's twenty-seven-year arc The XLF financials ETF's full arc since 1998. Annual returns XLF · Annual Return — XLF's year-by-year ledger XLF's calendar-year returns — 2008 stands alone. Return distribution XLF · Return Distribution — Twenty-seven years of annual returns, binned Financials' yearly returns; note the long left tail.

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Intrayear drawdown XLF · Intrayear DD vs Full Year — Financials' intrayear depth XLF's deepest dip within each year.

§ III

2008 autopsy Financials · 2008 Anatomy — 2008, the plague year of US Financials Lehman, Bear Stearns, AIG — the plague year on a timeline.

§ V

Yield curve FRED 2y-10y · XLF — The yield-curve × XLF causal chain The 2s10s spread and how it drives financial stocks. 2023 reshuffle GICS · 2023-03-17 Reshuffle — March 2023: Visa and Mastercard became financial stocks overnight Visa and Mastercard became financials overnight. Top holdings XLF · Top Holdings — XLF's top holdings XLF's top ten: Berkshire and JPMorgan lead.