Financials Sector CAPE ratio
The current Shiller CAPE Ratio for S&P 500 Financials Sector is 20.157 (2026-01-09), with an average CAPE of 18.461. The lowest CAPE Ratio was 11.854 on 2020-03-23, and the highest was 27.838 on 2018-09-20.
The CAPE ratio for the Financials Sector evaluates stocks in industries like banking, insurance, and investment services by comparing current prices to inflation-adjusted earnings averaged over the past 10 years. This ratio helps smooth out earnings volatility, which can be influenced by economic cycles, interest rates, and financial regulations. By applying the CAPE ratio to the financials sector, investors can assess whether it is overvalued or undervalued compared to historical trends. A high CAPE suggests overvaluation and potentially lower future returns, while a low CAPE indicates undervaluation and possibly higher returns, providing insights for long-term investment decisions.
CAPE Statistics for Financials Sector (2018-07-02 to 2026-01-09)
- Current CAPE: 20.157 (-0.35%)
- Min: 11.854 (2020-03-23)
- Max: 27.838 (2018-09-20)
- Mean: 18.461
- Median: 18.904
CAPE vs Forward Returns — Financials Sector
Financials Sector Metrics (2016-01-11 → 2026-01-09)
- Current Price: $926.09 (-0.35%)
- YTD Return: 1.37%
- Annualized Volatility YTD: 19.26%
- Average Annual Return: 11.83%
- CAGR: 11.97%
10-Year Performance for S&P 500 Financials Sector
Cumulative Return
Annual Returns
Quarterly Returns
Rolling Volatility (6M)
Return Distribution & Tail Risk (VaR 95/99)
VaR 95%: %
VaR 99%: %