More than a decade ago, I picked up this nice visual aide showing the primary stock sectors and how they behave in relation to the phase of the economy as well as the phases of the stock market.
The following table summarizes the lows to highs for each of the sectors along with the percentage gains they represent. Most of the lows occurred in March 2009, although a few occurred in October 2008.
Now, if we group the sectors together that comprise a similar cycle, then we begin to see something a bit more interesting. Here are those groupings.
Again, circling back to the individual sectors, basic industry is outperforming as well while energy still lags.