Did you know that in September the best Asset Class to invest in is Gold? It achieved an average return of 1.44% and the investment turned out to be profitable 56% of the time.

On the other side, in September the worst asset class is Preferred Stocks, with an average return of -0.80% and profitable 50% 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
Gold (GLD) 1.78
53%
1.22
53%
-0.49
41%
0.61
49%
0.94
49%
0.04
49%
0.62
55%
0.84
57%
1.44
56%
0.06
48%
0.70
54%
1.27
54%
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%
1.27
60%
-0.14
52%
-0.20
52%
0.82
50%
Long Term Treasuries (TLT) 0.33
58%
0.01
50%
0.01
46%
0.06
56%
0.94
56%
1.22
68%
0.49
54%
1.35
60%
0.75
61%
0.51
53%
1.33
76%
0.92
55%
US Total Bond Market (BND) 0.46
69%
0.10
63%
0.05
55%
0.49
65%
0.70
67%
0.60
71%
0.54
69%
0.60
69%
0.70
72%
0.60
68%
0.88
70%
0.66
68%
Emerging Market Bonds (EMB) 0.37
61%
0.32
61%
0.17
65%
1.57
84%
0.52
58%
0.46
65%
1.22
77%
0.57
74%
0.68
60%
0.24
67%
1.28
63%
2.35
87%
International Bond Market (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%
0.55
70%
0.72
78%
0.42
70%
1.09
68%
TIPS (TIP) 0.87
81%
0.25
61%
-0.02
52%
0.37
65%
0.66
68%
0.39
63%
1.01
75%
0.81
69%
0.47
61%
0.17
65%
0.47
74%
0.61
61%
US Cash (BIL) 0.35
96%
0.33
92%
0.36
90%
0.37
88%
0.36
94%
0.35
88%
0.36
92%
0.36
98%
0.37
92%
0.37
88%
0.34
86%
0.37
92%
Investment Grade Bonds (LQD) 0.59
72%
0.07
63%
-0.32
47%
0.52
72%
0.58
63%
0.54
63%
1.17
81%
0.80
72%
0.31
65%
0.24
58%
0.29
55%
1.14
65%
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%
0.18
50%
-0.40
44%
0.34
56%
2.52
72%
Pacific (VPL) 0.05
49%
0.63
62%
1.41
57%
2.34
70%
0.00
49%
-0.15
46%
1.01
54%
-0.61
43%
0.03
56%
0.28
56%
0.31
64%
1.63
61%
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%
-0.18
60%
0.32
67%
0.86
72%
1.35
81%
US Small Cap (IJR) 2.19
61%
1.25
63%
1.11
71%
1.64
65%
1.10
63%
1.02
63%
0.45
51%
0.25
55%
-0.25
52%
-0.23
54%
2.26
72%
2.27
72%
Emerging Markets (EEM) 1.90
54%
0.46
54%
-0.42
44%
2.64
72%
0.41
56%
0.25
53%
1.86
61%
-1.07
53%
-0.31
49%
1.04
66%
0.37
49%
3.91
66%
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%
-0.41
56%
1.75
64%
2.37
68%
1.94
54%
World All Countries (VT) -0.12
54%
0.33
54%
0.58
57%
2.10
77%
0.39
60%
-0.41
40%
1.61
69%
-1.11
51%
-0.52
59%
1.31
65%
1.17
68%
1.95
79%
EAFE Stocks (EFA) -0.13
51%
0.54
59%
1.20
62%
2.79
78%
0.20
49%
-0.49
38%
1.45
68%
-0.79
49%
-0.52
56%
0.49
58%
0.63
64%
2.29
75%
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%
-0.52
60%
0.79
61%
1.08
45%
3.50
68%
US Total Stock Market (VTI) 1.35
59%
0.56
61%
0.99
67%
1.59
71%
1.01
65%
0.59
59%
0.91
49%
0.37
59%
-0.57
52%
0.88
60%
1.91
74%
1.59
76%
US Large Cap (SPY) 1.21
57%
0.39
57%
1.09
69%
1.66
71%
1.05
65%
0.48
59%
1.01
53%
0.33
61%
-0.63
52%
1.19
62%
1.87
74%
1.42
72%
Europe (VGK) -0.24
57%
0.60
57%
1.09
68%
2.99
76%
0.10
59%
-0.24
46%
1.92
70%
-0.76
51%
-0.68
56%
0.55
61%
0.88
58%
3.12
75%
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%
-0.80
50%
0.40
57%
-0.29
60%
1.11
67%
Stocks Bonds Commodities

Last Update: 31 August 2022

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
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%
7.62
59%
4.39
59%
-1.64
41%
-5.56
28%
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%
2.05
58%
-1.99
50%
-2.02
48%
-0.49
53%
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%
1.73
51%
-2.35
41%
-2.95
36%
0.24
56%
Gold (GLD) 1.78
53%
1.22
53%
-0.49
41%
0.61
49%
0.94
49%
0.04
49%
0.62
55%
0.84
57%
1.44
56%
0.06
48%
0.70
54%
1.27
54%
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%
-0.45
58%
-0.52
45%
0.69
40%
0.85
50%
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%
-1.05
41%
-0.31
48%
0.80
54%
0.47
52%
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%
-1.10
47%
0.07
44%
1.28
47%
0.57
53%
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%
-1.34
63%
0.88
58%
0.77
50%
2.78
61%
Commodities

Last Update: 31 August 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
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%
0.31
65%
1.24
74%
0.17
52%
1.65
70%
Energy (XLE) 1.17
49%
1.52
59%
2.11
70%
3.83
73%
1.52
59%
-0.28
49%
0.59
57%
-0.13
49%
0.25
58%
0.37
53%
0.83
53%
1.65
72%
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%
0.11
50%
-0.44
43%
0.27
57%
3.20
82%
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%
-0.11
59%
-0.70
47%
0.87
53%
1.77
76%
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%
-0.24
48%
1.66
65%
1.55
70%
0.89
70%
[Benchmark] S&P 500 (SPY) 1.21
57%
0.39
57%
1.09
69%
1.66
71%
1.05
65%
0.48
59%
1.01
53%
0.33
61%
-0.63
52%
1.19
62%
1.87
74%
1.42
72%
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%
-0.75
43%
2.06
61%
2.40
78%
1.49
78%
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%
-0.76
52%
0.90
61%
3.04
78%
1.61
74%
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%
-0.88
48%
1.97
70%
1.09
61%
1.49
74%
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%
-1.23
43%
0.63
61%
1.98
74%
2.03
74%
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%
-1.96
48%
2.86
65%
2.29
74%
0.58
57%
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%
-2.25
43%
2.05
61%
3.12
78%
2.37
70%
Stocks

Last Update: 31 August 2022

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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