Student of the Market: June 2022
June 2022 highlights
- Largest stocks lost the most in 2022
Through 5/31/22, the five largest stocks in the S&P 500 have been responsible for a large share of the negative equity performance this year, returning -22.5% on average.
- Largest equity sector disparity since 2000
This year, we are seeing the largest disparity between the best performing (energy, 58.5% YTD) and worst performing (consumer discretionary, -24.7% YTD) since 2000.
- Extreme commodity cycles
Commodities have been performing extremely well this year. Historically, previous cycles of extreme commodity performance have lasted for multiple years.
This report is available as a PDF. To read the full report click the button above to open the report.