My colleague JC just sent me the below graph, a helpful reminder of which sectors have been over- and under-performing so far this year…

YTD Perfomance as of 4/28/09
So far, the best groups since the start of the year have been techs, materials, consumer discretionaries, gold and energy…
Even with the incredible run since the March lows, financials are still the worst YTD.
As Charlie Gasparino would say (over and over again), the situation is fluid.
Full Disclosure: My commentary above is strictly a recap of historical data and does not in any way constitute investment advice or an invitation to buy or sell any securities. See my Terms & Conditions page for a full disclaimer.
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