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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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Financial Sector Forward P/E S5FINL · Consensus Forward PE — Financial Sector Thirty-Year Forward P/E Ratio Three decades of forward P/E multiples for financials, illustrating persistent structural valuation discounts relative to tech.

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Financial Sector 27-Year History XLF · 1998 to present — Financial Select Sector (XLF): Twenty-Seven Year Historical Trajectory Price trajectory of the Financial Select Sector SPDR Fund (XLF) through credit cycles, regulatory overhaul, and rate shifts. Financial Sector Annual Returns XLF · Annual Return — Financial Sector Historical Calendar-Year Returns Annual returns of the financial sector through interest rate cycles, balance sheet expansion, and credit crises. Financial Sector Return Distribution XLF · Return Distribution — Twenty-Seven Years of Financial Sector Return Distribution Distribution of annual returns for financials, reflecting pro-cyclical volatility and systemic stress windows.

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Financial Sector Intrayear Drawdowns XLF · Intrayear DD vs Full Year — Financial Sector Maximum Intra-Year Drawdown vs. Full-Year Return Maximum intrayear drawdowns versus calendar-year returns for the financial sector.

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2008 Crisis Institutional Destinies Financials · 2008 Anatomy — The 2008 Financial Crisis: Industry Restructuring and Consolidation Divergent fates of ten major Wall Street titans during the 2008 crash: five failures/absorptions versus five survivors.

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Financials & Yield Curve Sensitivity FRED 2y-10y · XLF — The Yield Curve Spread (2s10s) and Bank Sector Transmission Relative performance of financials against the S&P 500 mapped against Treasury yield curve slope and Net Interest Margins (NIM). 2016 Real Estate Spinoff GICS · 2023-03-17 Reshuffle — March 2023 GICS Reclassification: Payment Networks Enter Financials Structural separation of REITs into an independent 11th GICS sector, transforming financial sector composition. Financial Sector Asset Breakdown XLF · Top Holdings — XLF Core Holdings and Weight Distribution Portfolio allocation across diversified commercial banks, investment banks, insurance underwriters, and payment networks.