Asset Class Seasonality

Did you know that in September the best Asset Class to invest in is Gold? It achieved an average return of 0.47% and the investment turned out to be profitable 83% of the time.

On the other side, in September the worst asset class is Europe, with an average return of -0.85% and profitable 55% of the time.

Asset Class - Seasonal Stats

In the table below, for each Asset Class, the average monthly return is represented.

Below each return, it's also mentioned the probability of obtaining a positive monthly result with your investment.

Both the Average Return and the Gain Frequency are useful to get an idea of what happened in the past.

Swipe left to see all data
Monthly Average Return (%) and Gain Frequency
Ticker Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
GLD
Gold
1.04
70%
0.40
84%
0.02
81%
0.36
83%
0.37
81%
-0.05
80%
0.25
83%
0.31
84%
0.47
83%
0.08
81%
0.24
84%
0.46
83%
BNDX
International Bonds
0.55
68%
0.31
68%
0.24
63%
0.20
63%
0.49
68%
0.47
63%
0.93
76%
0.61
73%
0.42
68%
0.66
75%
0.57
73%
1.00
65%
DBC
Commodities
0.18
55%
0.22
81%
0.48
86%
0.61
88%
0.21
81%
0.12
81%
0.39
86%
0.58
85%
0.40
86%
-0.02
83%
-0.09
82%
0.25
82%
BND
US Total Bond Market
0.31
68%
0.35
71%
0.37
72%
0.31
68%
0.44
69%
0.41
70%
0.18
60%
0.27
62%
0.37
68%
0.36
68%
0.66
73%
0.47
69%
BIL
US Cash
0.32
99%
0.32
97%
0.33
97%
0.33
96%
0.33
98%
0.32
96%
0.33
97%
0.33
99%
0.33
97%
0.33
96%
0.33
95%
0.33
97%
TLT
US Long Term Treasuries
0.28
64%
0.34
67%
0.37
68%
0.14
63%
0.50
66%
0.63
66%
0.15
57%
0.48
59%
0.33
66%
0.27
62%
0.88
74%
0.53
64%
LQD
US Invest. Grade Bonds
0.29
67%
0.33
71%
0.32
68%
0.31
67%
0.45
69%
0.49
69%
0.23
61%
0.27
61%
0.29
64%
0.43
67%
0.69
72%
0.59
67%
EMB
Emerg. Market Bonds
0.66
63%
0.37
63%
0.25
61%
1.08
76%
0.62
59%
0.70
68%
1.18
78%
0.57
68%
0.26
58%
0.34
65%
1.51
63%
2.23
85%
TIP
US TIPS
0.95
80%
0.30
59%
0.22
54%
0.22
63%
0.69
63%
0.75
68%
0.85
73%
0.66
63%
0.15
60%
0.53
68%
0.69
77%
0.67
60%
HYG
US High Yield Bonds
1.16
83%
0.75
83%
0.34
71%
0.67
76%
0.59
69%
0.49
71%
0.94
84%
0.59
75%
0.15
66%
0.30
70%
0.63
75%
0.72
78%
VTI
US Total Stock Market
1.59
66%
0.38
56%
0.51
62%
1.33
65%
0.26
57%
0.69
56%
1.47
59%
1.21
66%
-0.20
56%
0.47
54%
1.22
62%
1.29
69%
SPY
US Large Cap
1.54
66%
0.33
55%
0.55
63%
1.36
64%
0.27
59%
0.65
56%
1.49
60%
1.20
66%
-0.22
55%
0.57
55%
1.20
63%
1.24
68%
VPL
Pacific
0.82
52%
0.63
64%
1.44
61%
1.94
68%
0.12
48%
0.45
57%
0.86
54%
0.27
50%
-0.22
56%
0.60
53%
1.35
71%
1.62
60%
CWB
US Convertible Bonds
1.88
68%
0.67
58%
0.47
64%
1.40
68%
1.09
68%
0.77
58%
0.76
54%
0.66
64%
-0.28
49%
0.07
62%
1.68
72%
1.50
68%
FLLA
Latin America
1.42
50%
0.58
50%
1.44
65%
2.48
62%
-0.36
53%
0.40
59%
1.42
62%
-0.89
53%
-0.64
58%
0.69
59%
1.27
47%
3.11
65%
EFA
EAFE Stocks
0.64
52%
0.52
61%
1.19
66%
2.19
73%
0.15
48%
0.07
46%
1.01
64%
0.11
55%
-0.66
56%
0.72
55%
1.51
67%
2.01
71%
VT
World All Countries
1.16
58%
0.44
52%
1.02
66%
1.42
68%
0.84
59%
0.54
57%
1.07
62%
0.32
61%
-0.69
51%
0.90
56%
2.00
73%
1.55
71%
IJR
US Small Cap
2.03
63%
0.82
59%
0.82
66%
1.47
63%
0.51
61%
1.35
63%
1.89
62%
1.14
60%
-0.69
52%
0.04
55%
1.67
66%
1.97
76%
VNQ
US REITs
1.53
63%
-0.19
51%
0.80
66%
1.28
57%
-0.49
53%
1.28
62%
2.12
72%
0.91
55%
-0.70
44%
-0.39
48%
0.56
53%
2.00
70%
QQQ
US Technology
2.98
69%
0.47
51%
0.80
64%
1.71
64%
1.68
64%
0.84
55%
1.21
62%
0.56
56%
-0.79
52%
1.31
57%
2.46
70%
1.52
56%
EEM
Emerging Markets
1.92
56%
0.19
52%
-0.06
52%
2.14
65%
0.31
52%
0.70
59%
1.25
56%
-0.20
53%
-0.79
51%
0.65
59%
1.45
56%
2.78
61%
PFF
US Preferred Stocks
1.50
76%
0.02
76%
0.67
79%
1.04
71%
1.15
62%
0.42
68%
1.14
68%
0.76
76%
-0.80
48%
0.10
52%
0.15
64%
0.88
64%
VGK
Europe
0.55
54%
0.55
55%
1.08
71%
2.33
71%
0.06
55%
0.16
50%
1.28
63%
0.07
55%
-0.85
55%
0.74
56%
1.65
64%
2.51
71%
Last Update: 31 August 2025
Legend: Stocks Fixed Income Commodities

For a broader picture of asset classes and their statistics, please also refer to the Asset Class main page

Commodities - Seasonal Stats

In the table below, for the main Commodities, the average monthly return is represented, with the gain frequency.

Swipe left to see all data
Monthly Average Return (%) and Gain Frequency
Ticker Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
UNG
Natural Gas
-4.23
35%
-2.01
40%
2.47
60%
2.03
62%
1.25
50%
-0.16
39%
-1.70
37%
1.67
54%
6.74
57%
3.29
56%
-1.75
43%
-5.80
29%
BNO
Brent Oil
0.29
55%
0.65
57%
0.87
55%
2.62
66%
1.48
48%
0.98
55%
0.89
59%
2.19
55%
1.76
56%
-1.65
51%
-2.17
44%
-0.50
51%
USO
WTI Crude Oil
-0.36
51%
-0.21
55%
1.59
67%
1.66
58%
0.87
47%
1.25
53%
0.60
67%
1.80
51%
1.39
50%
-2.02
43%
-2.99
33%
0.23
55%
SLV
Silver
2.70
59%
0.96
49%
0.07
46%
0.31
43%
0.37
50%
-0.88
37%
1.52
68%
-0.11
43%
0.66
57%
0.13
51%
0.39
43%
1.05
53%
GLD
Gold
1.04
70%
0.40
84%
0.02
81%
0.36
83%
0.37
81%
-0.05
80%
0.25
83%
0.31
84%
0.47
83%
0.08
81%
0.24
84%
0.46
83%
CPER
Copper
-0.10
51%
2.52
62%
1.56
57%
1.35
46%
-1.12
51%
-0.07
57%
2.03
67%
-0.07
49%
-0.94
46%
-0.08
41%
1.49
49%
0.53
54%
PPLT
Platinum
2.49
61%
2.69
58%
-0.70
46%
-0.25
45%
1.15
59%
-0.27
36%
0.51
55%
0.44
47%
-0.98
42%
-0.09
51%
0.88
52%
0.53
52%
PALL
Palladium
3.28
71%
2.84
59%
1.81
63%
0.87
55%
-1.85
34%
-0.46
44%
2.29
65%
-0.94
38%
-1.02
64%
0.52
56%
0.22
49%
2.46
56%
Last Update: 31 August 2025
Legend: Stocks Fixed Income Commodities

For a broader picture of the commodities and their statistics, please also refer to the Commodity main page

S&P 500 Sectors - Seasonal Stats

S&P 500 Sectors: average monthly return and gain frequency.

Swipe left to see all data
Monthly Average Return (%) and Gain Frequency
Ticker Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
XLU
Utilities
-0.14
47%
-1.44
50%
1.90
69%
1.82
75%
0.96
63%
0.14
53%
0.78
64%
0.38
61%
0.33
63%
1.07
72%
0.73
59%
1.44
66%
XLP
Consumer Staples
-0.41
52%
0.37
59%
1.11
63%
1.31
66%
0.94
66%
0.10
47%
0.86
58%
0.04
58%
-0.08
50%
2.16
66%
2.19
75%
0.78
72%
XLE
Energy
0.88
49%
1.67
63%
2.24
68%
3.14
68%
1.34
56%
-0.26
48%
0.52
66%
0.12
59%
-0.17
50%
0.34
53%
0.46
53%
1.21
68%
SPY
[Benchmark] S&P 500
1.54
66%
0.33
55%
0.55
63%
1.36
64%
0.27
59%
0.65
56%
1.49
60%
1.20
66%
-0.22
55%
0.57
55%
1.20
63%
1.24
68%
XLRE
Real Estate
0.32
56%
-0.56
53%
1.90
69%
1.96
53%
0.72
66%
0.58
66%
2.24
81%
0.48
56%
-0.45
48%
-0.53
42%
1.00
61%
2.74
77%
XLC
Communication Services
0.46
52%
-0.17
43%
1.38
71%
1.99
62%
1.35
57%
1.07
67%
2.04
71%
-0.20
33%
-0.64
55%
-0.53
50%
1.82
60%
1.33
70%
XLV
Healthcare
1.96
71%
0.79
66%
1.29
66%
1.39
61%
1.55
73%
0.92
61%
1.46
66%
0.05
59%
-0.68
40%
0.57
63%
2.09
73%
2.10
75%
XLY
Consumer Discretionary
0.58
48%
-0.28
48%
1.56
56%
2.29
63%
0.23
59%
0.04
56%
1.81
70%
0.07
44%
-0.91
42%
1.59
58%
3.10
81%
1.16
77%
XLI
Industrials
-0.69
44%
0.27
56%
1.37
67%
2.47
63%
0.72
63%
-0.49
44%
1.66
74%
0.25
62%
-1.18
50%
1.17
58%
3.62
81%
1.28
69%
XLF
Financials
-0.10
56%
-0.87
52%
0.99
44%
2.54
63%
0.36
59%
-1.02
37%
1.88
69%
0.25
52%
-1.22
42%
2.20
69%
2.05
65%
1.11
69%
XLK
Information Technology
1.11
52%
-0.81
56%
1.49
67%
1.19
63%
1.50
63%
1.00
52%
1.63
67%
0.74
56%
-2.34
46%
2.77
65%
2.96
77%
0.35
54%
XLB
Materials
-1.22
41%
1.01
59%
1.58
67%
2.86
67%
0.22
63%
-0.65
44%
1.53
52%
-0.20
44%
-2.43
42%
1.91
58%
3.59
81%
1.64
65%
Last Update: 31 August 2025
Legend: Stocks Fixed Income Commodities

For a broader picture of the commodities and their statistics, please also refer to the S&P 500 Sector main page