Did you know that in September the best Asset Class to invest in is Gold? It achieved an average return of 1.53% and the investment turned out to be profitable 57% of the time.

On the other side, in September the worst asset class is Preferred Stocks, with an average return of -0.78% and profitable 52% 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
Asset Class Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Gold (GLD) 1.85
54%
1.12
52%
-0.52
40%
0.67
50%
1.02
50%
0.07
50%
0.68
56%
0.91
58%
1.53
57%
0.03
47%
0.73
55%
1.23
53%
Commodities (DBC) 0.42
59%
0.66
47%
1.13
60%
1.85
67%
0.64
48%
0.35
48%
1.04
62%
1.83
63%
1.19
59%
-0.25
51%
-0.03
53%
0.70
49%
Long Term Treasuries (TLT) 0.43
59%
-0.01
50%
0.21
48%
0.31
57%
1.08
57%
1.31
70%
0.60
57%
1.60
61%
0.78
63%
0.30
49%
1.30
74%
0.99
56%
US Total Bond Market (BND) 0.62
74%
0.26
69%
-0.05
51%
0.34
63%
0.57
66%
0.64
74%
0.67
77%
0.65
69%
0.54
74%
0.40
65%
0.40
62%
0.66
71%
TIPS (TIP) 0.96
83%
0.23
60%
0.05
53%
0.46
67%
0.71
70%
0.51
65%
0.90
74%
0.96
71%
0.51
63%
0.14
63%
0.46
73%
0.62
60%
Emerging Market Bonds (EMB) 0.12
58%
0.96
67%
0.64
75%
1.60
88%
-0.03
50%
0.47
63%
0.91
75%
0.49
79%
0.41
57%
0.61
70%
1.21
61%
2.19
87%
US REITs (VNQ) 0.46
57%
-0.57
50%
1.67
71%
2.71
61%
0.90
64%
0.68
64%
1.94
82%
0.49
57%
0.41
52%
-0.81
41%
0.44
59%
2.98
81%
US Cash (BIL) 0.36
96%
0.33
96%
0.37
90%
0.37
90%
0.37
94%
0.35
88%
0.37
92%
0.37
98%
0.38
92%
0.37
90%
0.35
88%
0.37
92%
Investment Grade Bonds (LQD) 0.79
75%
0.03
61%
-0.25
46%
0.75
71%
0.47
57%
0.62
64%
0.98
79%
0.86
71%
0.28
67%
0.25
56%
0.32
56%
1.00
63%
Emerging Markets (EEM) 0.32
48%
0.55
56%
1.17
56%
2.79
70%
-0.69
52%
0.47
59%
0.57
56%
-1.99
52%
0.19
54%
1.02
62%
1.47
54%
3.09
65%
Pacific (VPL) 0.18
50%
0.65
64%
1.46
58%
2.60
72%
-0.03
47%
0.08
47%
0.89
53%
-0.51
44%
0.06
57%
0.30
57%
0.44
66%
1.59
60%
US Large Caps (SPY) 0.65
57%
0.05
57%
1.07
68%
2.58
82%
0.74
64%
0.31
64%
1.16
61%
-0.11
64%
-0.07
59%
1.45
63%
2.30
81%
1.10
70%
High Yield Bonds (HYG) 1.08
74%
0.58
72%
0.17
60%
1.39
79%
0.38
67%
0.64
72%
0.93
81%
0.40
70%
-0.17
62%
0.34
69%
0.91
74%
1.32
83%
World All Countries (VT) 0.01
56%
0.43
56%
0.54
56%
2.40
79%
0.39
59%
-0.19
41%
1.46
68%
-1.02
53%
-0.41
61%
1.20
64%
1.29
70%
1.89
79%
EAFE Stocks (EFA) -0.03
53%
0.65
61%
1.22
61%
3.06
81%
0.15
47%
-0.26
39%
1.35
67%
-0.64
50%
-0.44
57%
0.42
57%
0.78
66%
2.23
74%
US Total Stock Market (VTI) 1.50
60%
0.62
62%
0.95
66%
1.81
72%
1.03
66%
0.77
60%
0.75
48%
0.45
60%
-0.49
53%
0.76
59%
1.98
76%
1.55
76%
Europe (VGK) -0.15
58%
0.76
58%
1.12
67%
3.25
78%
0.03
58%
0.02
47%
1.84
69%
-0.58
53%
-0.55
57%
0.43
60%
1.05
60%
3.06
74%
US Small Caps (IWM) 1.71
59%
1.65
62%
0.80
70%
1.71
65%
1.55
70%
0.72
59%
-0.27
54%
-0.01
57%
-0.57
53%
-0.53
58%
2.10
72%
2.96
78%
Preferred Stocks (PFF) 1.38
77%
0.16
80%
0.95
83%
1.52
77%
1.16
60%
0.51
70%
0.92
63%
0.90
80%
-0.78
52%
0.35
55%
-0.23
62%
1.03
66%
Stocks Bonds Commodities

Last Update: 31 August 2021

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

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