Asset Class Seasonality

Did you know that in June the best Asset Class to invest in is US Technology? It achieved an average return of 1.21% and the investment turned out to be profitable 57% of the time.

On the other side, in June the worst asset class is Gold, with an average return of -0.34% and profitable 43% of the time.

Seasonality in these tables is calculated over the maximum available period of the last 30 years, when available. For a complete statistical analysis, please visit the detail page of each asset.

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
QQQ
US Technology
2.03
67%
-0.58
40%
0.83
63%
2.26
67%
1.59
60%
1.21
57%
2.21
70%
0.38
57%
-0.57
53%
2.71
63%
3.19
77%
0.88
50%
IJR
US Small Cap
0.49
53%
0.50
57%
0.21
63%
1.75
63%
0.95
67%
1.20
63%
0.66
53%
-0.29
53%
-0.41
53%
0.74
60%
3.20
80%
2.13
70%
FLLA
Latin America
1.52
50%
1.39
57%
1.63
63%
2.68
63%
-0.98
43%
0.97
63%
1.14
60%
-1.64
50%
-0.50
60%
0.83
60%
1.53
50%
3.26
67%
VPL
Pacific
-0.20
47%
0.44
63%
0.97
57%
1.54
67%
0.03
50%
0.94
60%
0.27
50%
-0.84
43%
-0.01
55%
0.03
57%
1.40
67%
1.20
57%
TLT
US Long Term Treasuries
0.61
57%
0.12
50%
-0.19
43%
-0.42
53%
0.59
57%
0.89
70%
0.90
60%
1.70
63%
0.32
60%
-0.87
40%
1.41
70%
0.31
40%
EEM
Emerging Markets
0.80
50%
0.51
57%
0.85
57%
2.44
63%
-0.55
53%
0.73
62%
0.66
57%
-1.86
53%
-0.04
50%
0.90
60%
1.75
50%
2.64
63%
VNQ
US REITs
0.46
57%
-0.56
50%
1.65
70%
2.38
63%
0.53
60%
0.67
67%
2.39
83%
0.36
53%
-0.33
50%
-0.44
43%
1.23
63%
2.33
73%
VTI
US Total Stock Market
0.52
57%
0.08
50%
0.78
67%
2.07
73%
0.99
67%
0.65
67%
1.26
60%
-0.25
60%
-0.49
57%
1.51
63%
2.72
83%
1.23
70%
LQD
US Invest. Grade Bonds
0.67
70%
-0.06
60%
-0.15
47%
0.41
70%
0.41
63%
0.55
67%
1.11
80%
0.66
67%
0.03
63%
0.00
53%
0.80
60%
0.82
53%
EMB
Emerg. Market Bonds
0.25
60%
0.74
67%
0.31
67%
1.18
80%
0.27
57%
0.54
63%
1.23
80%
0.49
73%
0.36
57%
0.12
63%
1.78
67%
1.95
83%
SPY
US Large Cap
0.48
57%
-0.08
50%
1.00
67%
2.18
73%
1.01
67%
0.53
67%
1.40
63%
-0.29
60%
-0.55
57%
1.70
63%
2.72
83%
0.95
67%
DBC
Commodities
0.68
60%
1.41
57%
1.31
50%
1.49
60%
0.03
43%
0.52
53%
-0.03
60%
1.02
50%
0.37
60%
-0.24
53%
-1.06
43%
0.42
50%
CWB
US Convertible Bonds
1.57
70%
0.29
57%
0.07
60%
1.92
70%
0.95
67%
0.45
57%
0.86
53%
0.53
67%
-0.37
53%
0.20
67%
1.65
73%
1.52
67%
VT
World All Countries
0.40
55%
-0.10
47%
0.84
63%
2.26
73%
0.73
60%
0.38
60%
1.29
62%
-0.59
60%
-0.52
57%
1.34
63%
2.34
77%
1.03
67%
PFF
US Preferred Stocks
1.46
77%
-0.34
73%
0.48
73%
1.18
70%
0.98
60%
0.36
63%
1.14
67%
0.68
73%
-0.90
47%
0.03
47%
0.22
63%
0.95
63%
BND
US Total Bond Market
0.49
70%
0.12
63%
0.02
53%
0.23
67%
0.35
63%
0.36
70%
0.65
77%
0.64
67%
0.29
63%
-0.04
57%
0.66
70%
0.38
53%
TIP
US TIPS
0.90
83%
0.29
57%
0.28
54%
0.42
70%
0.43
67%
0.29
63%
0.82
77%
0.62
67%
0.13
57%
0.17
63%
0.59
76%
0.17
50%
BNDX
International Bonds
0.54
67%
0.30
70%
0.03
57%
0.24
63%
0.29
70%
0.19
60%
0.86
77%
0.53
77%
0.42
67%
0.39
70%
0.32
67%
0.48
57%
BIL
US Cash
0.19
92%
0.17
85%
0.19
80%
0.17
78%
0.18
89%
0.18
78%
0.18
85%
0.20
96%
0.20
85%
0.17
80%
0.17
75%
0.19
85%
HYG
US High Yield Bonds
0.64
70%
0.18
67%
-0.11
53%
1.38
83%
0.06
63%
0.16
63%
1.15
83%
0.14
63%
-0.23
60%
0.27
60%
0.53
67%
1.53
77%
EFA
EAFE Stocks
-0.29
50%
0.26
57%
0.75
67%
2.41
77%
0.23
57%
0.08
47%
0.80
63%
-0.92
50%
-0.64
60%
0.60
60%
1.71
67%
1.97
67%
VGK
Europe
-0.15
52%
0.16
52%
0.73
67%
2.93
70%
0.38
60%
-0.28
47%
1.33
67%
-0.98
50%
-0.91
57%
1.06
63%
1.85
63%
2.60
70%
GLD
Gold
2.54
60%
1.14
60%
-0.27
37%
1.22
60%
-0.17
43%
-0.34
43%
0.38
50%
1.43
63%
1.47
53%
0.04
50%
0.85
53%
0.90
57%
Last Update: 31 May 2026
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
USO
WTI Crude Oil
1.28
50%
1.35
60%
2.99
63%
0.91
57%
0.86
43%
2.98
63%
0.46
66%
0.42
47%
0.58
47%
-2.38
37%
-2.83
40%
0.17
60%
BNO
Brent Oil
2.14
57%
3.09
67%
2.69
60%
2.77
67%
1.79
50%
2.69
67%
0.96
60%
1.18
50%
0.62
47%
-1.93
50%
-2.41
47%
-0.36
57%
UNG
Natural Gas
-2.31
38%
-3.11
40%
1.56
60%
1.54
62%
1.37
50%
0.63
43%
-2.56
31%
0.64
48%
5.53
53%
2.30
52%
-1.21
43%
-5.53
30%
GLD
Gold
2.54
60%
1.14
60%
-0.27
37%
1.22
60%
-0.17
43%
-0.34
43%
0.38
50%
1.43
63%
1.47
53%
0.04
50%
0.85
53%
0.90
57%
CPER
Copper
1.01
60%
2.75
67%
1.53
57%
2.30
50%
-0.49
57%
-0.91
50%
1.85
63%
-1.27
45%
-0.35
50%
-0.20
47%
1.66
50%
0.37
53%
PPLT
Platinum
3.48
70%
2.97
63%
-1.63
43%
1.11
57%
0.33
57%
-0.96
33%
0.41
60%
-0.09
53%
-1.54
37%
0.14
63%
1.10
53%
2.23
62%
PALL
Palladium
3.92
73%
4.13
63%
-0.19
57%
1.17
63%
-1.98
33%
-1.07
40%
2.78
63%
-1.13
43%
-0.81
70%
1.77
60%
0.53
53%
4.45
67%
SLV
Silver
3.65
70%
2.44
57%
-0.38
40%
0.36
37%
-0.23
50%
-1.48
37%
2.97
63%
0.48
43%
0.41
57%
0.21
53%
1.85
41%
2.63
63%
Last Update: 31 May 2026
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
XLC
Communication Services
0.53
55%
-0.24
41%
1.05
68%
2.13
64%
1.26
55%
1.07
67%
2.04
71%
-0.20
33%
-0.29
57%
-0.65
48%
1.76
62%
1.38
71%
XLK
Information Technology
1.06
50%
-0.91
54%
1.29
64%
1.86
64%
2.15
64%
1.00
52%
1.63
67%
0.74
56%
-1.98
48%
2.91
67%
2.67
74%
0.36
56%
XLV
Healthcare
1.15
63%
0.10
60%
0.87
60%
1.47
57%
0.65
67%
0.91
60%
1.11
60%
-0.40
53%
-0.56
47%
0.95
60%
2.74
80%
1.58
67%
XLRE
Real Estate
0.42
57%
-0.48
53%
2.00
70%
2.41
60%
0.55
63%
0.63
67%
2.34
80%
0.44
53%
-0.40
50%
-0.40
43%
1.17
63%
2.30
73%
SPY
[Benchmark] S&P 500
0.48
57%
-0.08
50%
1.00
67%
2.18
73%
1.01
67%
0.53
67%
1.40
63%
-0.29
60%
-0.55
57%
1.70
63%
2.72
83%
0.95
67%
XLU
Utilities
-0.33
47%
-0.87
53%
2.22
73%
1.97
77%
0.79
60%
0.31
57%
0.64
63%
0.35
63%
0.43
67%
1.20
73%
1.03
63%
1.17
63%
XLP
Consumer Staples
-0.36
48%
0.54
60%
0.99
63%
1.33
67%
0.66
63%
0.14
47%
0.94
60%
-0.29
57%
-0.31
50%
1.80
60%
2.36
77%
0.67
67%
XLE
Energy
0.99
50%
1.41
60%
2.24
70%
3.03
60%
0.56
47%
0.10
53%
-0.20
57%
-0.75
53%
0.18
57%
1.14
53%
1.43
57%
0.82
63%
XLY
Consumer Discretionary
0.61
50%
-0.39
46%
1.27
54%
2.51
64%
0.30
61%
0.04
56%
1.81
70%
0.07
44%
-0.75
44%
1.53
59%
2.93
78%
1.16
78%
XLI
Industrials
-0.43
46%
0.51
57%
1.02
64%
2.67
64%
0.67
61%
-0.49
44%
1.66
74%
0.25
62%
-1.06
52%
1.15
59%
3.46
78%
1.28
70%
XLB
Materials
-0.87
43%
1.27
61%
1.31
64%
2.86
68%
0.19
61%
-0.65
44%
1.53
52%
-0.20
44%
-2.43
41%
1.68
56%
3.62
81%
1.66
67%
XLF
Financials
-0.18
54%
-0.97
50%
0.83
43%
2.65
64%
0.31
57%
-1.02
37%
1.88
69%
0.25
52%
-1.17
44%
2.02
67%
2.04
67%
1.18
70%
Last Update: 31 May 2026
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