Did you know that in January the best Asset Class to invest in is US Technology? It achieved an average return of 2.39% and the investment turned out to be profitable 70% of the time.
On the other side, in January the worst asset class is Long Term Treasuries, with an average return of 0.25% and profitable 64% 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 | |||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Jan ▾ | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | ||
|
US Technology
QQQ |
2.39
70% |
0.65
51% |
0.93
68% |
1.76
59% |
1.83
65% |
0.37
49% |
1.73
68% |
0.63
59% |
-0.68
54% |
1.81
65% |
2.45
68% |
1.66
53% |
|
|
US REITs
VNQ |
2.02
69% |
0.18
59% |
1.82
75% |
1.70
61% |
0.03
49% |
1.41
71% |
1.77
76% |
0.28
53% |
-0.08
49% |
-0.33
45% |
0.46
57% |
2.37
71% |
|
|
US Small Cap
IJR |
2.00
63% |
0.89
59% |
0.93
67% |
1.65
65% |
0.44
60% |
1.29
64% |
1.77
60% |
1.16
60% |
-0.65
52% |
0.12
56% |
1.50
66% |
1.96
76% |
|
|
Emerging Markets
EEM |
1.90
55% |
0.25
51% |
-0.21
49% |
2.30
68% |
0.25
51% |
0.45
57% |
1.17
53% |
-0.15
53% |
-0.88
51% |
0.81
62% |
1.40
57% |
2.86
62% |
|
|
US Total Stock Market
VTI |
1.55
66% |
0.38
57% |
0.52
62% |
1.38
66% |
0.19
57% |
0.61
55% |
1.45
59% |
1.22
66% |
-0.18
57% |
0.50
55% |
1.13
62% |
1.29
69% |
|
|
US Large Cap
SPY |
1.50
65% |
0.33
55% |
0.56
63% |
1.41
64% |
0.20
58% |
0.57
55% |
1.47
60% |
1.20
66% |
-0.20
57% |
0.60
56% |
1.12
63% |
1.24
68% |
|
|
Preferred Stocks
PFF |
1.19
74% |
0.06
77% |
0.93
84% |
1.26
74% |
1.21
61% |
0.33
68% |
1.09
65% |
0.74
77% |
-0.91
48% |
0.28
55% |
-0.12
61% |
0.96
65% |
|
|
Latin America
FLLA |
1.05
48% |
0.91
55% |
1.32
61% |
2.58
61% |
-0.43
52% |
0.11
58% |
1.55
61% |
-1.08
52% |
-0.63
58% |
1.08
63% |
1.06
47% |
3.24
66% |
|
|
High Yield Bonds
HYG |
1.00
73% |
0.55
70% |
0.14
59% |
1.26
77% |
0.41
68% |
0.46
70% |
1.07
82% |
0.29
68% |
-0.26
59% |
0.39
68% |
0.92
73% |
1.28
80% |
|
|
Gold
GLD |
0.99
70% |
0.43
84% |
-0.15
80% |
0.31
83% |
0.37
82% |
-0.04
81% |
0.21
84% |
0.27
84% |
0.48
84% |
0.01
80% |
0.25
84% |
0.46
84% |
|
|
TIPS
TIP |
0.93
79% |
0.33
63% |
0.13
53% |
0.28
63% |
0.76
66% |
0.77
68% |
0.87
71% |
0.67
63% |
0.17
61% |
0.62
71% |
0.64
76% |
0.69
61% |
|
|
World All Countries
VT |
0.71
55% |
0.57
55% |
0.85
60% |
1.68
72% |
0.32
55% |
0.20
47% |
1.07
62% |
0.06
57% |
-0.79
53% |
1.14
60% |
1.58
70% |
1.80
74% |
|
|
Pacific
VPL |
0.69
51% |
0.69
64% |
1.40
60% |
2.04
68% |
0.02
47% |
0.32
55% |
0.78
53% |
0.24
49% |
-0.20
57% |
0.78
55% |
1.23
70% |
1.65
60% |
|
|
Emerg. Market Bonds
EMB |
0.60
63% |
0.40
63% |
0.20
61% |
1.23
79% |
0.60
58% |
0.63
68% |
1.14
76% |
0.56
68% |
0.31
58% |
0.46
68% |
1.38
61% |
2.29
87% |
|
|
Commodities
DBC |
0.57
60% |
0.77
48% |
1.28
60% |
1.92
68% |
0.72
49% |
0.20
47% |
0.99
60% |
1.77
62% |
1.11
58% |
-0.04
53% |
-0.16
53% |
0.75
49% |
|
|
International Bonds
BNDX |
0.54
68% |
0.37
71% |
0.20
63% |
0.20
63% |
0.52
66% |
0.48
61% |
0.96
79% |
0.63
71% |
0.46
68% |
0.71
79% |
0.47
71% |
0.99
66% |
|
|
EAFE Stocks
EFA |
0.42
51% |
0.50
60% |
1.13
64% |
2.25
74% |
0.05
47% |
-0.02
45% |
1.00
64% |
0.04
55% |
-0.63
57% |
0.90
57% |
1.41
68% |
2.04
72% |
|
|
US Cash
BIL |
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% |
0.32
95% |
0.33
97% |
|
|
Europe
VGK |
0.30
55% |
0.49
55% |
1.01
70% |
2.35
72% |
-0.07
55% |
0.10
49% |
1.30
62% |
0.02
55% |
-0.80
55% |
0.93
58% |
1.57
64% |
2.55
72% |
|
|
US Total Bond Market
BND |
0.29
68% |
0.37
72% |
0.35
72% |
0.33
68% |
0.45
70% |
0.41
70% |
0.17
61% |
0.26
62% |
0.39
68% |
0.39
69% |
0.63
72% |
0.46
69% |
|
|
Invest. Grade Bonds
LQD |
0.26
67% |
0.36
72% |
0.30
68% |
0.34
68% |
0.45
69% |
0.47
69% |
0.22
61% |
0.26
62% |
0.31
64% |
0.47
68% |
0.64
72% |
0.58
67% |
|
|
Long Term Treasuries
TLT |
0.25
64% |
0.36
68% |
0.35
68% |
0.19
63% |
0.53
66% |
0.61
66% |
0.16
57% |
0.50
59% |
0.37
66% |
0.34
63% |
0.81
74% |
0.52
64% |
|
Stocks
Bonds
Commodities
Last Update: 31 December 2022
For a broader picture of asset classes and their statistics, please also refer to the Asset Class main page
Readings that may interest you
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 | |||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Jan ▾ | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | ||
|
Palladium
PALL |
3.73
74% |
3.76
63% |
1.49
61% |
1.16
58% |
-1.73
34% |
-0.74
42% |
2.29
66% |
-0.84
38% |
-1.20
64% |
0.49
56% |
0.79
51% |
2.57
59% |
|
|
Silver
SLV |
2.83
65% |
0.86
48% |
0.99
48% |
0.85
35% |
-0.03
55% |
-2.01
33% |
2.27
60% |
0.04
41% |
-0.30
59% |
-0.49
46% |
1.07
41% |
1.02
51% |
|
|
Platinum
PPLT |
2.72
63% |
3.09
61% |
-0.99
44% |
-0.41
44% |
0.98
58% |
-0.53
36% |
0.55
56% |
0.41
45% |
-1.00
42% |
-0.17
49% |
0.99
55% |
0.52
53% |
|
|
Gold
GLD |
0.99
70% |
0.43
84% |
-0.15
80% |
0.31
83% |
0.37
82% |
-0.04
81% |
0.21
84% |
0.27
84% |
0.48
84% |
0.01
80% |
0.25
84% |
0.46
84% |
|
|
Brent Oil
BNO |
0.09
54% |
0.76
59% |
0.76
54% |
3.19
66% |
1.83
49% |
0.60
51% |
0.45
59% |
2.51
56% |
1.78
56% |
-1.69
51% |
-2.10
46% |
-0.51
51% |
|
|
WTI Crude Oil
USO |
-0.60
51% |
-0.15
56% |
1.48
67% |
2.20
60% |
1.16
48% |
0.84
50% |
0.10
68% |
2.13
53% |
1.42
50% |
-2.05
43% |
-2.92
35% |
0.23
55% |
|
|
Copper
CPER |
-0.64
47% |
2.70
65% |
1.20
53% |
1.51
47% |
-1.16
50% |
-0.25
56% |
2.50
71% |
0.00
49% |
-1.16
46% |
0.06
43% |
1.59
49% |
0.59
54% |
|
|
Natural Gas
UNG |
-3.36
41% |
-2.44
41% |
3.62
63% |
2.92
66% |
1.24
52% |
-0.66
39% |
-0.71
42% |
2.03
58% |
6.60
58% |
3.87
58% |
-1.46
42% |
-6.41
27% |
|
Commodities
Last Update: 31 December 2022
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 | |||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Jan ▾ | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | ||
|
[Benchmark] S&P 500
SPY |
1.50
65% |
0.33
55% |
0.56
63% |
1.41
64% |
0.20
58% |
0.57
55% |
1.47
60% |
1.20
66% |
-0.20
57% |
0.60
56% |
1.12
63% |
1.24
68% |
|
|
Energy
XLE |
0.83
47% |
1.79
63% |
2.05
68% |
3.70
71% |
1.69
58% |
-0.56
47% |
0.22
63% |
0.04
58% |
-0.16
50% |
0.49
53% |
0.29
53% |
1.52
68% |
|
|
Healthcare
XLV |
0.78
63% |
-0.37
54% |
1.27
63% |
1.76
58% |
0.82
71% |
0.40
50% |
1.25
63% |
-0.23
54% |
-1.29
42% |
1.00
63% |
2.10
75% |
1.87
71% |
|
|
Information Technology
XLK |
0.78
50% |
-1.03
54% |
1.54
67% |
1.51
67% |
0.61
58% |
0.14
46% |
1.71
67% |
0.87
58% |
-2.38
46% |
3.06
67% |
2.45
75% |
0.22
54% |
|
|
Real Estate
XLRE |
0.11
55% |
-0.64
52% |
2.17
72% |
2.46
55% |
0.74
66% |
0.37
62% |
2.18
83% |
0.37
55% |
-0.34
48% |
-0.35
45% |
0.50
59% |
2.92
79% |
|
|
Consumer Discretionary
XLY |
0.06
46% |
-0.26
50% |
1.98
58% |
2.81
71% |
-0.20
54% |
-0.70
50% |
1.75
67% |
-0.03
46% |
-1.06
42% |
2.02
63% |
2.36
79% |
0.96
75% |
|
|
Utilities
XLU |
-0.21
46% |
-1.45
50% |
2.32
75% |
2.41
79% |
0.79
63% |
0.08
50% |
0.62
63% |
0.51
67% |
-0.17
63% |
1.27
75% |
0.45
54% |
1.56
67% |
|
|
Financials
XLF |
-0.80
50% |
-1.11
50% |
1.49
46% |
2.99
67% |
0.27
58% |
-1.52
33% |
1.65
67% |
0.07
50% |
-1.17
46% |
2.38
71% |
1.33
63% |
1.21
71% |
|
|
Communication Services
XLC |
-0.85
44% |
-0.27
44% |
1.24
72% |
2.45
67% |
0.63
50% |
0.41
61% |
2.11
72% |
-0.45
28% |
-0.76
56% |
-0.62
50% |
1.21
56% |
1.31
72% |
|
|
Consumer Staples
XLP |
-0.95
46% |
-0.29
54% |
1.37
67% |
1.23
67% |
0.73
63% |
-0.32
42% |
1.23
63% |
0.43
63% |
-0.56
46% |
1.97
67% |
1.74
71% |
0.74
67% |
|
|
Industrials
XLI |
-1.10
42% |
0.10
58% |
1.48
67% |
2.97
67% |
0.51
63% |
-1.13
42% |
1.41
71% |
0.25
63% |
-1.17
50% |
1.44
63% |
3.24
79% |
1.42
71% |
|
|
Materials
XLB |
-1.82
38% |
1.00
63% |
1.66
71% |
3.51
75% |
0.28
63% |
-1.15
42% |
1.40
50% |
-0.40
42% |
-2.55
42% |
2.33
63% |
3.48
79% |
2.04
67% |
|
Stocks
Last Update: 31 December 2022
For a broader picture of the commodities and their statistics, please also refer to the S&P 500 Sector main page