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Sector Rotation Heatmap
Calendar-year returns by sector / index, ranked highest to lowest
Select…
None
50%+
25 to 50%
10 to 25%
0 to 10%
0 to -15%
Below -15%
Hover a cell to trace it · click to pin
Source: internal price data via Accord. Price-return based, not total-return / dividend-adjusted.
FY26-28 Earnings CAGR vs Relative Valuation
1Y forward PE vs 10Y average PE, by sector
12M returns +ve
12M returns -ve
Source: internal fundamentals (sc_cagr_data, sc_year_data, basic_info). Bubble size = number of companies in sector.