• Strategies
  • Rankings
  • Insights
  • Sign In

XLE

Home
XLE

This Sector Rotation Strategy Made 17% Each Year Since 1991 (Part 2)

May 25, 2021
Factor-Based
Strategies
XLE, XLF, XLI

Portfolio managers are always looking for strategies to maximize returns while controlling the downside risk of their portfolios. ETFs are great for gaining exposure to various markets and sectors while…

This Sector Rotation Strategy Made 17% Each Year Since 1991

December 14, 2020
Factor-Based
Strategies
XLE, XLF, XLI

With all those discussions on the great sector rotation to cyclicals, I thought it would be a good idea to update a sector rotation strategy I created eight years ago. Surprisingly, the strategy is still generating…

Newsletter

Stay current on Factor-Based news and views by subscribing today to our monthly newsletter.

Archives

  • May 2025
  • April 2025
  • March 2025
  • February 2025
  • January 2025
  • December 2024
  • November 2024
  • October 2024
  • September 2024
  • August 2024
  • July 2024
  • June 2024
  • May 2024
  • April 2024
  • March 2024
  • February 2024
  • January 2024
  • December 2023
  • November 2023
  • October 2023
  • September 2023
  • August 2023
  • July 2023
  • June 2023
  • May 2023
  • April 2023
  • March 2023
  • February 2023
  • January 2023
  • December 2022
  • November 2022
  • October 2022
  • September 2022
  • July 2022
  • June 2022
  • May 2022
  • April 2022
  • March 2022
  • February 2022
  • January 2022
  • December 2021
  • November 2021
  • October 2021
  • September 2021
  • August 2021
  • July 2021
  • June 2021
  • May 2021
  • April 2021
  • March 2021
  • February 2021
  • January 2021
  • December 2020
  • November 2020
  • April 2020
  • March 2020
  • February 2020
  • January 2020
  • November 2019
  • October 2019
  • July 2019
  • May 2019
  • April 2019

Categories

  • Market Outlook
  • Market Watch
  • News
  • Rankings
  • Stock Analysis
  • Strategies
  • Uncategorized

About Us

Factor-Based is an independent provider of financial research. We strive to be the leading source of choice to investment advisors and institutional investors who share our passion for multi-factor investing methods.

Indices

[stock_market_widget type=”table” symbol=”XIC.TO,SPY,ACWX,TLT,CAD=X” template=”basic” color=”default” fields=”virtual.symbol,quote.regularMarketPrice,quote.regularMarketChange,quote.regularMarketChangePercent”]

Contact

fsoto@factorbased.com

(514) 700-1989
250 Yonge Street, Suite #2201, Toronto, ON, M5B 2L7, Canada
LinkedIn
Facebook
X

© 2025 Factor-Based Inc. All Rights Reserved.

  • Terms of Use
  • Privacy Policy

US Growth Equity 5-Year Annualized Returns by Decile (%)

US Growth Equity 20-Year Annualized Returns by Decile (%)

US Growth Equity 10-Year Annualized Returns by Decile (%)

Canadian HD Equity 10-Year Annualized Return by Decile (%)

Canadian HD Equity 5-Year Annualized Returns by Decile (%)

Canadian HD Equity 20-Year Annualized Returns by Decile (%)

Canadian Equity 20-Year Annualized Returns by Decile (%)

US Large Cap Equity 20-Year Annualized Returns by Decile (%)

International Equity 20-Year Annualized Returns by Decile (%)

Canadian Equity 5-Year Annualized Returns by Decile (%)

US Large Cap Equity 5-Year Annualized Returns by Decile (%)

International Equity 5-Year Annualized Returns by Decile (%)

Canadian Equity 10-Year Annualized Return by Decile (%)

US Large Cap Equity 10-Year Annualized Returns by Decile (%)

International Equity 10-Year Annualized Returns by Decile (%)

ENRS: Energy HLTH: Health Care Last: Last Price
MATR: Materials FINL: Financials Yield: Dividend Yield
INDU: Industrials INFT: Technology Q: Quality
COND: Discretionary TELS: Telecom V: Value
CONS: Staples UTIL: Utilities M: Momentum