I have frequently mentioned the US economy and markets have been under-performing global counterparts. Let’s have a quick look at this chart from Michael Panzner: He has broken down that same data, by sectors.
As with the overall market, most U.S. sectors have underperformed their global counterparts over the past year, although the energy and health care groups have been notable exceptions.
SECTOR vs U.S. Relative to Global (12-Month Change in %)
Health Care 1.71
Info Technology 0.10
Consumer Discretion (4.27)
Consumer Staples (5.44)
Telecom Services (7.71)
Good stuff, thanks Mike!