Did you know that in November the best Asset Class to invest in is US Small Cap Blend? It achieved an average return of 2.35% and the investment turned out to be profitable 73% of the time.

On the other side, in November the worst asset class is Preferred Stocks, with an average return of -0.23% and profitable 62% 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 Small Cap Blend (IJR) 2.38
62%
1.25
62%
1.13
70%
1.83
66%
1.08
62%
1.21
64%
0.26
50%
0.35
56%
-0.25
52%
-0.23
54%
2.35
73%
2.22
71%
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%
-0.57
52%
0.88
60%
1.98
76%
1.55
76%
US Large Cap Blend (SPY) 1.34
58%
0.45
58%
1.03
68%
1.87
72%
1.06
64%
0.66
60%
0.85
54%
0.42
62%
-0.63
52%
1.19
62%
1.92
76%
1.36
71%
Emerging Market Bonds (EMB) 0.50
63%
0.63
63%
0.32
70%
2.02
89%
0.46
56%
0.70
67%
1.04
74%
0.65
78%
0.74
59%
0.20
67%
1.51
65%
2.36
88%
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%
0.69
61%
0.34
50%
1.30
74%
0.99
56%
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%
-0.52
59%
1.31
65%
1.29
70%
1.89
79%
Latin America (FLLA) 0.82
47%
0.80
53%
0.96
60%
3.07
63%
-0.70
50%
0.68
60%
1.45
60%
-1.19
50%
-0.52
60%
0.79
61%
1.21
47%
3.44
67%
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%
-0.68
56%
0.55
61%
1.05
60%
3.06
74%
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%
-0.18
60%
0.32
67%
0.91
74%
1.32
83%
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%
-0.52
56%
0.49
58%
0.78
66%
2.23
74%
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%
1.44
56%
0.06
48%
0.73
55%
1.23
53%
Emerging Markets (EEM) 1.96
56%
0.60
56%
-0.34
46%
2.89
74%
0.40
54%
0.40
54%
1.93
63%
-1.06
54%
-0.31
49%
1.04
66%
0.50
50%
3.98
65%
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%
0.47
61%
0.17
65%
0.46
73%
0.62
60%
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%
0.19
50%
-0.53
43%
0.44
59%
2.98
81%
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%
0.03
56%
0.28
56%
0.44
66%
1.59
60%
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%
0.49
71%
0.39
66%
0.40
62%
0.66
71%
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%
0.37
92%
0.37
88%
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%
0.22
64%
0.26
57%
0.32
56%
1.00
63%
International Bond Market (BNDX) 0.52
69%
0.35
76%
0.06
62%
0.38
66%
0.40
72%
0.22
55%
0.86
83%
0.76
76%
0.60
72%
0.50
76%
0.25
68%
0.69
64%
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%
1.27
60%
-0.14
52%
-0.03
53%
0.70
49%
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%
-0.80
50%
0.40
57%
-0.23
62%
1.03
66%
Stocks Bonds Commodities

Last Update: 31 October 2021

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
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Copper (CPER) -0.58
48%
2.68
64%
1.09
52%
1.79
48%
-1.14
52%
0.18
58%
2.65
73%
0.07
50%
-1.10
47%
0.07
44%
1.40
48%
0.48
52%
Palladium (PALL) 3.17
73%
3.69
62%
1.81
62%
1.14
57%
-1.42
35%
-0.68
43%
2.07
65%
-0.81
39%
-1.35
63%
0.88
58%
1.15
51%
2.60
59%
Platinum (PPLT) 2.66
62%
3.12
60%
-0.90
45%
-0.33
44%
0.94
57%
-0.40
37%
0.57
57%
0.52
46%
-1.05
41%
-0.31
48%
0.96
55%
0.41
51%
Silver (SLV) 2.99
67%
0.66
46%
0.99
46%
1.08
36%
0.11
56%
-1.90
33%
2.32
59%
0.32
43%
-0.45
58%
-0.52
45%
0.83
41%
0.82
49%
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%
1.44
56%
0.06
48%
0.73
55%
1.23
53%
Natural Gas (UNG) -4.63
39%
-2.23
42%
2.85
61%
2.15
65%
0.92
50%
0.32
41%
-2.32
41%
1.76
56%
7.62
59%
4.39
59%
-1.10
42%
-5.19
29%
Brent Oil (BNO) -0.31
53%
0.47
58%
0.53
53%
3.22
65%
1.60
48%
0.71
53%
0.49
60%
2.76
58%
2.05
58%
-1.99
50%
-1.67
49%
-0.80
51%
Crude Oil (USO) -1.01
50%
-0.36
55%
1.26
66%
2.15
59%
0.91
46%
1.02
51%
0.18
69%
2.35
54%
1.73
51%
-2.35
41%
-2.60
37%
-0.11
55%
Commodities

Last Update: 31 October 2021

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
S&P Industrials (XLI) -0.94
43%
0.14
61%
1.40
65%
3.43
70%
0.55
65%
-0.86
43%
1.06
70%
0.38
65%
-0.76
52%
0.90
61%
3.34
82%
1.44
73%
S&P Materials (XLB) -1.60
39%
1.10
65%
1.46
70%
3.82
78%
0.24
61%
-0.60
43%
1.19
48%
-0.27
43%
-2.25
43%
2.05
61%
3.29
82%
2.13
68%
S&P Consumer Discretionary (XLY) 0.48
48%
-0.09
52%
1.87
57%
3.46
74%
0.01
57%
-0.26
52%
1.03
65%
0.16
48%
-0.75
43%
2.06
61%
2.44
77%
1.55
77%
S&P Healthcare (XLV) 1.11
65%
-0.34
57%
1.08
61%
2.05
61%
0.80
70%
0.53
52%
1.16
61%
0.01
57%
-1.23
43%
0.63
61%
2.21
77%
1.71
73%
S&P Information Technology (XLK) 1.11
52%
-0.86
57%
1.46
65%
2.05
70%
0.66
61%
0.54
48%
1.19
65%
1.17
61%
-1.96
48%
2.86
65%
2.19
73%
0.46
55%
S&P Energy (XLE) -0.26
43%
1.22
57%
1.20
65%
4.60
65%
0.49
48%
0.37
52%
-0.89
52%
-0.70
48%
-0.46
57%
0.37
52%
1.96
59%
1.64
68%
US Large Cap Blend (SPY) 1.34
58%
0.45
58%
1.03
68%
1.87
72%
1.06
64%
0.66
60%
0.85
54%
0.42
62%
-0.63
52%
1.19
62%
1.92
76%
1.36
71%
S&P Consumer Staples (XLP) -0.93
48%
-0.24
57%
1.35
65%
1.18
65%
0.94
65%
-0.23
43%
1.14
61%
0.53
65%
-0.24
48%
1.66
65%
1.69
73%
0.45
68%
S&P Financials (XLF) -0.83
48%
-1.09
52%
1.56
48%
3.55
70%
0.16
57%
-1.11
35%
1.41
65%
0.16
52%
-0.88
48%
1.97
70%
1.40
64%
1.40
73%
S&P Communication Services (XLC) -0.62
47%
0.15
47%
1.26
71%
3.43
71%
0.56
47%
0.99
65%
2.01
71%
-0.27
29%
-0.11
59%
-0.70
47%
1.31
56%
1.68
75%
S&P Real Estate (XLRE) 0.43
57%
-0.50
54%
1.96
71%
2.68
57%
0.95
68%
0.63
64%
1.95
82%
0.58
57%
0.11
50%
-0.44
43%
0.31
59%
2.94
81%
S&P Utilities (XLU) -0.08
48%
-1.43
52%
1.97
74%
2.70
83%
0.64
61%
0.30
52%
0.41
61%
0.51
65%
0.31
65%
1.24
74%
0.26
55%
1.28
68%
Stocks

Last Update: 31 October 2021

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

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