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.
| 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% |
|
Last Update: 31 August 2021
For a broader picture of asset classes and their statistics, please also refer to the Asset Class main page
