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.
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% |
Last Update: 31 December 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.
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% |
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.
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% |
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