Asset Class Seasonality

Did you know that in July the best Asset Class to invest in is US REITs? It achieved an average return of 2.14% and the investment turned out to be profitable 72% of the time.

On the other side, in July the worst asset class is US Long Term Treasuries, with an average return of 0.16% and profitable 57% 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
Ticker Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
VNQ
US REITs
1.53
63%
-0.19
51%
0.80
66%
1.28
57%
-0.49
53%
1.28
62%
2.14
72%
0.89
55%
-0.70
44%
-0.39
48%
0.56
53%
2.00
70%
IJR
US Small Cap
2.03
63%
0.82
59%
0.82
66%
1.47
63%
0.51
61%
1.35
63%
1.90
61%
1.08
59%
-0.69
52%
0.04
55%
1.67
66%
1.97
76%
FLLA
Latin America
1.42
50%
0.58
50%
1.44
65%
2.48
62%
-0.36
53%
0.40
59%
1.62
64%
-1.16
52%
-0.64
58%
0.69
59%
1.27
47%
3.11
65%
SPY
US Large Cap
1.54
66%
0.33
55%
0.55
63%
1.36
64%
0.27
59%
0.65
56%
1.48
60%
1.19
66%
-0.22
55%
0.57
55%
1.20
63%
1.24
68%
VTI
US Total Stock Market
1.59
66%
0.38
56%
0.51
62%
1.33
65%
0.26
57%
0.69
56%
1.46
59%
1.20
66%
-0.20
56%
0.47
54%
1.22
62%
1.29
69%
VGK
Europe
0.55
54%
0.55
55%
1.08
71%
2.33
71%
0.06
55%
0.16
50%
1.35
64%
0.01
54%
-0.85
55%
0.74
56%
1.65
64%
2.51
71%
EEM
Emerging Markets
1.92
56%
0.19
52%
-0.06
52%
2.14
65%
0.31
52%
0.70
59%
1.27
55%
-0.26
52%
-0.79
51%
0.65
59%
1.45
56%
2.78
61%
EMB
Emerg. Market Bonds
0.66
63%
0.37
63%
0.25
61%
1.08
76%
0.62
59%
0.70
68%
1.20
78%
0.54
68%
0.26
58%
0.34
65%
1.51
63%
2.23
85%
QQQ
US Technology
2.98
69%
0.47
51%
0.80
64%
1.71
64%
1.68
64%
0.84
55%
1.19
61%
0.55
56%
-0.79
52%
1.31
57%
2.46
70%
1.52
56%
PFF
US Preferred Stocks
1.50
76%
0.02
76%
0.67
79%
1.04
71%
1.15
62%
0.42
68%
1.10
67%
0.75
76%
-0.80
48%
0.10
52%
0.15
64%
0.88
64%
VT
World All Countries
1.16
58%
0.44
52%
1.02
66%
1.42
68%
0.84
59%
0.54
57%
1.07
61%
0.27
60%
-0.69
51%
0.90
56%
2.00
73%
1.55
71%
EFA
EAFE Stocks
0.64
52%
0.52
61%
1.19
66%
2.19
73%
0.15
48%
0.07
46%
1.06
65%
0.03
55%
-0.66
56%
0.72
55%
1.51
67%
2.01
71%
BNDX
International Bonds
0.55
68%
0.31
68%
0.24
63%
0.20
63%
0.49
68%
0.47
63%
0.96
78%
0.62
73%
0.42
68%
0.66
75%
0.57
73%
1.00
65%
HYG
US High Yield Bonds
1.16
83%
0.75
83%
0.34
71%
0.67
76%
0.59
69%
0.49
71%
0.95
84%
0.58
75%
0.15
66%
0.30
70%
0.63
75%
0.72
78%
VPL
Pacific
0.82
52%
0.63
64%
1.44
61%
1.94
68%
0.12
48%
0.45
57%
0.88
55%
0.18
49%
-0.22
56%
0.60
53%
1.35
71%
1.62
60%
TIP
US TIPS
0.95
80%
0.30
59%
0.22
54%
0.22
63%
0.69
63%
0.75
68%
0.87
73%
0.63
63%
0.15
60%
0.53
68%
0.69
77%
0.67
60%
CWB
US Convertible Bonds
1.88
68%
0.67
58%
0.47
64%
1.40
68%
1.09
68%
0.77
58%
0.72
53%
0.63
63%
-0.28
49%
0.07
62%
1.68
72%
1.50
68%
DBC
Commodities
0.18
55%
0.22
81%
0.48
86%
0.61
88%
0.21
81%
0.12
81%
0.38
86%
0.59
86%
0.40
86%
-0.02
83%
-0.09
82%
0.25
82%
BIL
US Cash
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%
0.33
95%
0.33
97%
GLD
Gold
1.04
70%
0.40
84%
0.02
81%
0.36
83%
0.37
81%
-0.05
80%
0.26
84%
0.28
84%
0.47
83%
0.08
81%
0.24
84%
0.46
83%
LQD
US Invest. Grade Bonds
0.29
67%
0.33
71%
0.32
68%
0.31
67%
0.45
69%
0.49
69%
0.24
61%
0.26
61%
0.29
64%
0.43
67%
0.69
72%
0.59
67%
BND
US Total Bond Market
0.31
68%
0.35
71%
0.37
72%
0.31
68%
0.44
69%
0.41
70%
0.18
60%
0.27
62%
0.37
68%
0.36
68%
0.66
73%
0.47
69%
TLT
US Long Term Treasuries
0.28
64%
0.34
67%
0.37
68%
0.14
63%
0.50
66%
0.63
66%
0.16
57%
0.49
59%
0.33
66%
0.27
62%
0.88
74%
0.53
64%
Last Update: 30 June 2025
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
CPER
Copper
-0.10
51%
2.52
62%
1.56
57%
1.35
46%
-1.12
51%
-0.07
57%
2.46
69%
-0.13
47%
-0.94
46%
-0.08
41%
1.49
49%
0.53
54%
PALL
Palladium
3.28
71%
2.84
59%
1.81
63%
0.87
55%
-1.85
34%
-0.46
44%
2.15
64%
-0.79
39%
-1.02
64%
0.52
56%
0.22
49%
2.46
56%
SLV
Silver
2.70
59%
0.96
49%
0.07
46%
0.31
43%
0.37
50%
-0.88
37%
1.52
67%
-0.19
42%
0.66
57%
0.13
51%
0.39
43%
1.05
53%
BNO
Brent Oil
0.29
55%
0.65
57%
0.87
55%
2.62
66%
1.48
48%
0.98
55%
0.70
58%
2.35
56%
1.76
56%
-1.65
51%
-2.17
44%
-0.50
51%
PPLT
Platinum
2.49
61%
2.69
58%
-0.70
46%
-0.25
45%
1.15
59%
-0.27
36%
0.59
56%
0.34
46%
-0.98
42%
-0.09
51%
0.88
52%
0.53
52%
USO
WTI Crude Oil
-0.36
51%
-0.21
55%
1.59
67%
1.66
58%
0.87
47%
1.25
53%
0.40
66%
1.98
52%
1.39
50%
-2.02
43%
-2.99
33%
0.23
55%
GLD
Gold
1.04
70%
0.40
84%
0.02
81%
0.36
83%
0.37
81%
-0.05
80%
0.26
84%
0.28
84%
0.47
83%
0.08
81%
0.24
84%
0.46
83%
UNG
Natural Gas
-4.23
35%
-2.01
40%
2.47
60%
2.03
62%
1.25
50%
-0.16
39%
-1.43
38%
1.88
56%
6.74
57%
3.29
56%
-1.75
43%
-5.80
29%
Last Update: 30 June 2025
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
XLRE
Real Estate
0.32
56%
-0.56
53%
1.90
69%
1.96
53%
0.72
66%
0.58
66%
2.31
84%
0.43
55%
-0.45
48%
-0.53
42%
1.00
61%
2.74
77%
XLC
Communication Services
0.46
52%
-0.17
43%
1.38
71%
1.99
62%
1.35
57%
1.07
67%
2.19
75%
-0.39
30%
-0.64
55%
-0.53
50%
1.82
60%
1.33
70%
XLF
Financials
-0.10
56%
-0.87
52%
0.99
44%
2.54
63%
0.36
59%
-1.02
37%
1.96
69%
0.14
50%
-1.22
42%
2.20
69%
2.05
65%
1.11
69%
XLY
Consumer Discretionary
0.58
48%
-0.28
48%
1.56
56%
2.29
63%
0.23
59%
0.04
56%
1.81
69%
-0.10
42%
-0.91
42%
1.59
58%
3.10
81%
1.16
77%
XLI
Industrials
-0.69
44%
0.27
56%
1.37
67%
2.47
63%
0.72
63%
-0.49
44%
1.60
73%
0.26
62%
-1.18
50%
1.17
58%
3.62
81%
1.28
69%
XLB
Materials
-1.22
41%
1.01
59%
1.58
67%
2.86
67%
0.22
63%
-0.65
44%
1.59
54%
-0.41
42%
-2.43
42%
1.91
58%
3.59
81%
1.64
65%
XLV
Healthcare
1.96
71%
0.79
66%
1.29
66%
1.39
61%
1.55
73%
0.92
61%
1.58
68%
-0.09
58%
-0.68
40%
0.57
63%
2.09
73%
2.10
75%
XLK
Information Technology
1.11
52%
-0.81
56%
1.49
67%
1.19
63%
1.50
63%
1.00
52%
1.55
65%
0.77
58%
-2.34
46%
2.77
65%
2.96
77%
0.35
54%
SPY
[Benchmark] S&P 500
1.54
66%
0.33
55%
0.55
63%
1.36
64%
0.27
59%
0.65
56%
1.48
60%
1.19
66%
-0.22
55%
0.57
55%
1.20
63%
1.24
68%
XLP
Consumer Staples
-0.41
52%
0.37
59%
1.11
63%
1.31
66%
0.94
66%
0.10
47%
0.93
59%
0.00
56%
-0.08
50%
2.16
66%
2.19
75%
0.78
72%
XLU
Utilities
-0.14
47%
-1.44
50%
1.90
69%
1.82
75%
0.96
63%
0.14
53%
0.65
63%
0.44
63%
0.33
63%
1.07
72%
0.73
59%
1.44
66%
XLE
Energy
0.88
49%
1.67
63%
2.24
68%
3.14
68%
1.34
56%
-0.26
48%
0.46
65%
0.03
58%
-0.17
50%
0.34
53%
0.46
53%
1.21
68%
Last Update: 30 June 2025
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