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Performance
^SPLRCD Performance Chart
S&P 500 Consumer Discretionary Index (^SPLRCD) is down 0.7% since the beginning of the year. ^SPLRCD is currently trading at $1,916 per share. Investors who bought $1,000 worth of ^SPLRCD shares 5 years ago would now be looking at an investment worth $1,402.
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Returns By Period
S&P 500 Consumer Discretionary Index (^SPLRCD) has returned -0.66% so far this year and 13.02% over the past 12 months. Over the last ten years, ^SPLRCD has returned 11.81% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.
S&P 500 Consumer Discretionary Index
- 1D
- -1.07%
- 1M
- -2.92%
- YTD
- -0.66%
- 6M
- -2.69%
- 1Y
- 13.02%
- 3Y*
- 15.95%
- 5Y*
- 6.99%
- 10Y*
- 11.81%
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
^SPLRCD Monthly Returns History
Based on dividend-adjusted daily data since Sep 12, 1989, ^SPLRCD's average daily return is +0.04%, while the average monthly return is +0.87%. At this rate, an investment would double in approximately 6.7 years.
Historically, 59% of months were positive and 41% were negative. The best month was Apr 2020 with a return of +20.5%, while the worst month was Oct 2008 at -19.3%. The longest winning streak lasted 9 consecutive months, and the longest losing streak was 8 months.
On a daily basis, ^SPLRCD closed higher 53% of trading days. The best single day was Oct 28, 2008 with a return of +13.1%, while the worst single day was Mar 16, 2020 at -12.1%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 1.70% | -5.42% | -5.75% | 11.72% | 2.56% | -4.35% | -0.66% | ||||||
| 2025 | 4.39% | -9.42% | -9.02% | -0.34% | 9.38% | 2.12% | 2.62% | 3.35% | 3.12% | 2.36% | -2.44% | 0.69% | 5.31% |
| 2024 | -3.55% | 8.60% | 0.01% | -4.35% | 0.19% | 4.82% | 1.64% | -1.08% | 7.02% | -1.57% | 13.24% | 2.33% | 29.13% |
| 2023 | 14.99% | -2.27% | 3.01% | -0.99% | 3.09% | 11.99% | 2.40% | -1.30% | -6.01% | -4.51% | 10.76% | 6.07% | 41.04% |
| 2022 | -9.70% | -4.06% | 4.82% | -13.03% | -4.91% | -10.90% | 18.90% | -4.72% | -8.09% | 0.20% | 0.81% | -11.31% | -37.58% |
| 2021 | 0.39% | -1.01% | 3.59% | 7.08% | -3.89% | 3.75% | 0.48% | 2.04% | -2.62% | 10.91% | 1.90% | -0.31% | 23.66% |
Benchmark Metrics
S&P 500 Consumer Discretionary Index has an annualized alpha of 0.47%, beta of 1.05, and R2 of 0.81 versus S&P 500 Index. Calculated based on daily prices since September 12, 1989.
- This index captured 111.04% of S&P 500 Index gains and 108.73% of its losses - amplifying both gains and losses, but participating more in upside than downside.
- With beta of 1.05 and R2 of 0.81, this index moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.
- Alpha
- 0.47%
- Beta
- 1.05
- R²
- 0.81
- Upside Capture
- 111.04%
- Downside Capture
- 108.73%
Return for Risk
Risk / Return Rank
^SPLRCD ranks 27 for risk / return — below 27% of indices on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for S&P 500 Consumer Discretionary Index (^SPLRCD) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| ^SPLRCD | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.47 | ||
| Sortino ratioReturn per unit of downside risk | -1.85 | ||
| Omega ratioGain probability vs. loss probability | 1.11 | 1.37 | -0.26 |
| Calmar ratioReturn relative to maximum drawdown | 0.69 | 2.78 | -2.10 |
| Martin ratioReturn relative to average drawdown | 2.12 | 12.44 | -10.32 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the S&P 500 Consumer Discretionary Index. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the S&P 500 Consumer Discretionary Index was 60.53%, occurring on Mar 9, 2009. Recovery took 539 trading sessions.
The current S&P 500 Consumer Discretionary Index drawdown is 5.36%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Financial crisis2007–2009 | -60.53%Mar 2009 | 1y 9mo | 2y 1mo | 3y 10moJun 2007 - Apr 2011 |
2003 bear market2003 | -45.39%Mar 2003 | 3y 2mo | 3y 9mo | 6y 11moJan 2000 - Dec 2006 |
Bear market2022 | -41.25%Dec 2022 | 1y 1mo | 1y 10mo | 2y 11moNov 2021 - Nov 2024 |
1990 bear market1990 | -33.05%Oct 1990 | 1y 1d | 7mo 21d | 1y 7moOct 1989 - May 1991 |
COVID crash2020 | -32.54%Mar 2020 | 27d | 2mo 19d | 3mo 16dFeb 2020 - Jun 2020 |
Drawdown Indicators
| ^SPLRCD | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.53% | -56.78% | -3.75% |
Max Drawdown (1Y)Largest decline over 1 year | -16.13% | -9.10% | -7.03% |
Max Drawdown (3Y)Largest decline over 3 years | -28.16% | -18.90% | -9.26% |
Max Drawdown (5Y)Largest decline over 5 years | -41.25% | -25.43% | -15.82% |
Max Drawdown (10Y)Largest decline over 10 years | -41.25% | -33.92% | -7.33% |
Current DrawdownCurrent decline from peak | -5.36% | -1.80% | -3.56% |
Average DrawdownAverage peak-to-trough decline | -10.78% | -10.71% | -0.07% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.23% | 2.03% | +3.20% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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