Asset Class Seasonality

Did you know that in May the best Asset Class to invest in is US Technology? It achieved an average return of 1.37% and the investment turned out to be profitable 60% of the time.

On the other side, in May the worst asset class is Emerging Markets, with an average return of -0.74% and profitable 53% of the time.

Seasonality in these tables is calculated over the maximum available period of the last 30 years, when available. For a complete statistical analysis, please visit the detail page of each asset.

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
QQQ
US Technology
2.03
67%
-0.58
40%
0.83
63%
2.26
67%
1.37
60%
1.21
57%
2.21
70%
0.38
57%
-0.57
53%
2.71
63%
3.19
77%
0.88
50%
IJR
US Small Cap
0.49
53%
0.50
57%
0.21
63%
1.75
63%
1.05
67%
1.20
63%
0.66
53%
-0.29
53%
-0.41
53%
0.74
60%
3.20
80%
2.13
70%
PFF
US Preferred Stocks
1.46
77%
-0.34
73%
0.48
73%
1.18
70%
1.02
60%
0.36
63%
1.14
67%
0.68
73%
-0.90
47%
0.03
47%
0.22
63%
0.95
63%
SPY
US Large Cap
0.48
57%
-0.08
50%
1.00
67%
2.18
73%
0.91
67%
0.53
67%
1.40
63%
-0.29
60%
-0.55
57%
1.70
63%
2.72
83%
0.95
67%
VTI
US Total Stock Market
0.52
57%
0.08
50%
0.78
67%
2.07
73%
0.90
67%
0.65
67%
1.26
60%
-0.25
60%
-0.49
57%
1.51
63%
2.72
83%
1.23
70%
CWB
US Convertible Bonds
1.57
70%
0.29
57%
0.07
60%
1.92
70%
0.78
67%
0.45
57%
0.86
53%
0.53
67%
-0.37
53%
0.20
67%
1.65
73%
1.52
67%
VNQ
US REITs
0.46
57%
-0.56
50%
1.65
70%
2.38
63%
0.63
63%
0.67
67%
2.39
83%
0.36
53%
-0.33
50%
-0.44
43%
1.23
63%
2.33
73%
VT
World All Countries
0.40
55%
-0.10
47%
0.84
63%
2.26
73%
0.63
60%
0.38
60%
1.29
62%
-0.59
60%
-0.52
57%
1.34
63%
2.34
77%
1.03
67%
TLT
US Long Term Treasuries
0.61
57%
0.12
50%
-0.19
43%
-0.42
53%
0.56
53%
0.89
70%
0.90
60%
1.70
63%
0.32
60%
-0.87
40%
1.41
70%
0.31
40%
TIP
US TIPS
0.90
83%
0.29
57%
0.28
54%
0.42
70%
0.41
63%
0.29
63%
0.82
77%
0.62
67%
0.13
57%
0.17
63%
0.59
76%
0.17
50%
LQD
US Invest. Grade Bonds
0.67
70%
-0.06
60%
-0.15
47%
0.41
70%
0.37
60%
0.55
67%
1.11
80%
0.66
67%
0.03
63%
0.00
53%
0.80
60%
0.82
53%
VGK
Europe
-0.15
52%
0.16
52%
0.73
67%
2.93
70%
0.34
60%
-0.28
47%
1.33
67%
-0.98
50%
-0.91
57%
1.06
63%
1.85
63%
2.60
70%
BND
US Total Bond Market
0.49
70%
0.12
63%
0.02
53%
0.23
67%
0.34
60%
0.36
70%
0.65
77%
0.64
67%
0.29
63%
-0.04
57%
0.66
70%
0.38
53%
EMB
Emerg. Market Bonds
0.25
60%
0.74
67%
0.31
67%
1.18
80%
0.28
57%
0.54
63%
1.23
80%
0.49
73%
0.36
57%
0.12
63%
1.78
67%
1.95
83%
BNDX
International Bonds
0.54
67%
0.30
70%
0.03
57%
0.24
63%
0.26
70%
0.19
60%
0.86
77%
0.53
77%
0.42
67%
0.39
70%
0.32
67%
0.48
57%
BIL
US Cash
0.19
92%
0.17
85%
0.19
80%
0.17
78%
0.19
89%
0.18
78%
0.18
85%
0.20
96%
0.20
85%
0.17
80%
0.17
75%
0.19
85%
DBC
Commodities
0.68
60%
1.41
57%
1.31
50%
1.49
60%
0.18
43%
0.52
53%
-0.03
60%
1.02
50%
0.37
60%
-0.24
53%
-1.06
43%
0.42
50%
EFA
EAFE Stocks
-0.29
50%
0.26
57%
0.75
67%
2.41
77%
0.11
53%
0.08
47%
0.80
63%
-0.92
50%
-0.64
60%
0.60
60%
1.71
67%
1.97
67%
HYG
US High Yield Bonds
0.64
70%
0.18
67%
-0.11
53%
1.38
83%
0.05
63%
0.16
63%
1.15
83%
0.14
63%
-0.23
60%
0.27
60%
0.53
67%
1.53
77%
GLD
Gold
2.54
60%
1.14
60%
-0.27
37%
1.22
60%
-0.13
43%
-0.34
43%
0.38
50%
1.43
63%
1.47
53%
0.04
50%
0.85
53%
0.90
57%
VPL
Pacific
-0.20
47%
0.44
63%
0.97
57%
1.54
67%
-0.38
47%
0.94
60%
0.27
50%
-0.84
43%
-0.01
55%
0.03
57%
1.40
67%
1.20
57%
FLLA
Latin America
1.52
50%
1.39
57%
1.63
63%
2.68
63%
-0.68
47%
0.97
63%
1.14
60%
-1.64
50%
-0.50
60%
0.83
60%
1.53
50%
3.26
67%
EEM
Emerging Markets
0.80
50%
0.51
57%
0.85
57%
2.44
63%
-0.74
53%
0.73
62%
0.66
57%
-1.86
53%
-0.04
50%
0.90
60%
1.75
50%
2.64
63%
Last Update: 30 April 2026
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
BNO
Brent Oil
2.14
57%
3.09
67%
2.69
60%
2.77
67%
2.03
50%
2.69
67%
0.96
60%
1.18
50%
0.62
47%
-1.93
50%
-2.41
47%
-0.36
57%
UNG
Natural Gas
-2.31
38%
-3.11
40%
1.56
60%
1.54
62%
1.23
50%
0.63
43%
-2.56
31%
0.64
48%
5.53
53%
2.30
52%
-1.21
43%
-5.53
30%
USO
WTI Crude Oil
1.28
50%
1.35
60%
2.99
63%
0.91
57%
1.04
43%
2.98
63%
0.46
66%
0.42
47%
0.58
47%
-2.38
37%
-2.83
40%
0.17
60%
PPLT
Platinum
3.48
70%
2.97
63%
-1.63
43%
1.11
57%
0.43
60%
-0.96
33%
0.41
60%
-0.09
53%
-1.54
37%
0.14
63%
1.10
53%
2.23
62%
GLD
Gold
2.54
60%
1.14
60%
-0.27
37%
1.22
60%
-0.13
43%
-0.34
43%
0.38
50%
1.43
63%
1.47
53%
0.04
50%
0.85
53%
0.90
57%
SLV
Silver
3.65
70%
2.44
57%
-0.38
40%
0.36
37%
-0.27
50%
-1.48
37%
2.97
63%
0.48
43%
0.41
57%
0.21
53%
1.85
41%
2.63
63%
CPER
Copper
1.01
60%
2.75
67%
1.53
57%
2.30
50%
-0.78
53%
-0.91
50%
1.85
63%
-1.27
45%
-0.35
50%
-0.20
47%
1.66
50%
0.37
53%
PALL
Palladium
3.92
73%
4.13
63%
-0.19
57%
1.17
63%
-1.58
37%
-1.07
40%
2.78
63%
-1.13
43%
-0.81
70%
1.77
60%
0.53
53%
4.45
67%
Last Update: 30 April 2026
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
XLK
Information Technology
1.06
50%
-0.91
54%
1.29
64%
1.86
64%
1.50
63%
1.00
52%
1.63
67%
0.74
56%
-1.98
48%
2.91
67%
2.67
74%
0.36
56%
XLC
Communication Services
0.53
55%
-0.24
41%
1.05
68%
2.13
64%
1.35
57%
1.07
67%
2.04
71%
-0.20
33%
-0.29
57%
-0.65
48%
1.76
62%
1.38
71%
XLU
Utilities
-0.33
47%
-0.87
53%
2.22
73%
1.97
77%
0.98
63%
0.31
57%
0.64
63%
0.35
63%
0.43
67%
1.20
73%
1.03
63%
1.17
63%
XLP
Consumer Staples
-0.36
48%
0.54
60%
0.99
63%
1.33
67%
0.91
67%
0.14
47%
0.94
60%
-0.29
57%
-0.31
50%
1.80
60%
2.36
77%
0.67
67%
SPY
[Benchmark] S&P 500
0.48
57%
-0.08
50%
1.00
67%
2.18
73%
0.91
67%
0.53
67%
1.40
63%
-0.29
60%
-0.55
57%
1.70
63%
2.72
83%
0.95
67%
XLI
Industrials
-0.43
46%
0.51
57%
1.02
64%
2.67
64%
0.72
63%
-0.49
44%
1.66
74%
0.25
62%
-1.06
52%
1.15
59%
3.46
78%
1.28
70%
XLE
Energy
0.99
50%
1.41
60%
2.24
70%
3.03
60%
0.71
47%
0.10
53%
-0.20
57%
-0.75
53%
0.18
57%
1.14
53%
1.43
57%
0.82
63%
XLRE
Real Estate
0.42
57%
-0.48
53%
2.00
70%
2.41
60%
0.65
67%
0.63
67%
2.34
80%
0.44
53%
-0.40
50%
-0.40
43%
1.17
63%
2.30
73%
XLV
Healthcare
1.15
63%
0.10
60%
0.87
60%
1.47
57%
0.65
67%
0.91
60%
1.11
60%
-0.40
53%
-0.56
47%
0.95
60%
2.74
80%
1.58
67%
XLF
Financials
-0.18
54%
-0.97
50%
0.83
43%
2.65
64%
0.36
59%
-1.02
37%
1.88
69%
0.25
52%
-1.17
44%
2.02
67%
2.04
67%
1.18
70%
XLY
Consumer Discretionary
0.61
50%
-0.39
46%
1.27
54%
2.51
64%
0.23
59%
0.04
56%
1.81
70%
0.07
44%
-0.75
44%
1.53
59%
2.93
78%
1.16
78%
XLB
Materials
-0.87
43%
1.27
61%
1.31
64%
2.86
68%
0.22
63%
-0.65
44%
1.53
52%
-0.20
44%
-2.43
41%
1.68
56%
3.62
81%
1.66
67%
Last Update: 30 April 2026
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