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Performance
^SPLRCS Performance Chart
S&P 500 Consumer Staples Index (^SPLRCS) is up 5.9% since the beginning of the year. ^SPLRCS is currently trading at $916 per share. Investors who bought $1,000 worth of ^SPLRCS shares 5 years ago would now be looking at an investment worth $1,250.
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Returns By Period
S&P 500 Consumer Staples Index (^SPLRCS) has returned 5.88% so far this year and 1.42% over the past 12 months. Over the last ten years, ^SPLRCS has returned 5.28% per year, falling short of the S&P 500 Index benchmark, which averaged 13.33% annually.
S&P 500 Consumer Staples Index
- 1D
- 0.77%
- 1M
- -3.53%
- YTD
- 5.88%
- 6M
- 5.30%
- 1Y
- 1.42%
- 3Y*
- 6.09%
- 5Y*
- 4.56%
- 10Y*
- 5.28%
Benchmark (S&P 500 Index)
- 1D
- -2.64%
- 1M
- 0.64%
- YTD
- 7.86%
- 6M
- 7.47%
- 1Y
- 23.05%
- 3Y*
- 19.90%
- 5Y*
- 11.79%
- 10Y*
- 13.33%
^SPLRCS Monthly Returns History
Based on dividend-adjusted daily data since Sep 12, 1989, ^SPLRCS's average daily return is +0.03%, while the average monthly return is +0.70%. At this rate, an investment would double in approximately 8.3 years.
Historically, 60% of months were positive and 40% were negative. The best month was Dec 1991 with a return of +15.3%, while the worst month was Aug 1998 at -11.9%. The longest winning streak lasted 9 consecutive months, and the longest losing streak was 6 months.
On a daily basis, ^SPLRCS closed higher 52% of trading days. The best single day was Oct 28, 2008 with a return of +9.2%, while the worst single day was Mar 12, 2020 at -9.2%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 7.52% | 7.87% | -7.73% | 2.95% | -3.29% | -0.62% | 5.88% | ||||||
| 2025 | 1.88% | 5.59% | -2.79% | 1.08% | 1.66% | -2.21% | -2.51% | 1.45% | -1.82% | -2.57% | 3.94% | -1.96% | 1.32% |
| 2024 | 1.37% | 2.12% | 3.17% | -1.07% | 2.32% | -0.53% | 1.77% | 5.78% | 0.59% | -2.94% | 4.55% | -5.24% | 11.98% |
| 2023 | -1.06% | -2.49% | 3.81% | 3.44% | -6.21% | 2.87% | 1.99% | -3.82% | -4.79% | -1.37% | 3.75% | 2.43% | -2.16% |
| 2022 | -1.52% | -1.50% | 1.41% | 2.40% | -4.73% | -2.87% | 3.13% | -1.88% | -8.33% | 8.83% | 6.20% | -3.11% | -3.17% |
| 2021 | -5.32% | -1.50% | 7.71% | 2.03% | 1.65% | -0.53% | 2.37% | 1.28% | -4.49% | 3.71% | -1.26% | 9.95% | 15.55% |
Benchmark Metrics
S&P 500 Consumer Staples Index has an annualized alpha of 2.71%, beta of 0.61, and R2 of 0.52 versus S&P 500 Index. Calculated based on daily prices since September 13, 1989.
- This index participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (60.02%) than losses (56.25%) - typical of diversified or defensive assets.
- This index generated an annualized alpha of 2.71% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.
- Beta of 0.61 indicates this index moves significantly less than S&P 500 Index - a genuinely defensive profile with reduced participation in both market rallies and downturns.
- Alpha
- 2.71%
- Beta
- 0.61
- R²
- 0.52
- Upside Capture
- 60.02%
- Downside Capture
- 56.25%
Return for Risk
Risk / Return Rank
^SPLRCS ranks 10 for risk / return — in the bottom 10% of indices on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for S&P 500 Consumer Staples Index (^SPLRCS) and compare them to S&P 500 Index.
| ^SPLRCS | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.02 | ||
| Sortino ratioReturn per unit of downside risk | -2.64 | ||
| Omega ratioGain probability vs. loss probability | 1.01 | 1.36 | -0.36 |
| Calmar ratioReturn relative to maximum drawdown | -0.02 | 2.69 | -2.71 |
| Martin ratioReturn relative to average drawdown | -0.04 | 12.34 | -12.39 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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 Staples 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 Staples Index was 40.76%, occurring on Mar 14, 2000. Recovery took 1608 trading sessions.
The current S&P 500 Consumer Staples Index drawdown is 8.71%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Dot-com crash2000–2002 | -40.76%Mar 2000 | 1y 3mo | 6y 4mo | 7y 8moNov 1998 - Aug 2006 |
Financial crisis2007–2009 | -34.84%Mar 2009 | 1y 2mo | 1y 11mo | 3y 2moDec 2007 - Feb 2011 |
COVID crash2020 | -24.71%Mar 2020 | 1mo 4d | 5mo 7d | 6mo 11dFeb 2020 - Aug 2020 |
1998 correction1998 | -18.68%Oct 1998 | 2mo 26d | 1mo 20d | 4mo 16dJul 1998 - Nov 1998 |
Bear market2022 | -17.69%Oct 2022 | 5mo 19d | 1y 9mo | 2y 2moApr 2022 - Jul 2024 |
Drawdown Indicators
| ^SPLRCS | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.76% | -56.78% | +16.02% |
Max Drawdown (1Y)Largest decline over 1 year | -9.41% | -9.10% | -0.31% |
Max Drawdown (3Y)Largest decline over 3 years | -12.29% | -18.90% | +6.61% |
Max Drawdown (5Y)Largest decline over 5 years | -17.69% | -25.43% | +7.74% |
Max Drawdown (10Y)Largest decline over 10 years | -24.71% | -33.92% | +9.21% |
Current DrawdownCurrent decline from peak | -8.71% | -2.97% | -5.74% |
Average DrawdownAverage peak-to-trough decline | -6.63% | -10.72% | +4.09% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.84% | 1.97% | +2.87% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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