Asset Class Seasonality

Did you know that in October the best Asset Class to invest in is US Technology? It achieved an average return of 1.31% and the investment turned out to be profitable 57% of the time.

On the other side, in October the worst asset class is US REITs, with an average return of -0.39% and profitable 48% 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
QQQ
US Technology
2.98
69%
0.47
51%
0.80
64%
1.71
64%
1.68
64%
0.84
55%
1.21
62%
0.56
56%
-0.68
53%
1.31
57%
2.46
70%
1.52
56%
VT
World All Countries
1.16
58%
0.44
52%
1.02
66%
1.42
68%
0.84
59%
0.54
57%
1.07
62%
0.32
61%
-0.61
52%
0.90
56%
2.00
73%
1.55
71%
VGK
Europe
0.55
54%
0.55
55%
1.08
71%
2.33
71%
0.06
55%
0.16
50%
1.28
63%
0.07
55%
-0.80
55%
0.74
56%
1.65
64%
2.51
71%
EFA
EAFE Stocks
0.64
52%
0.52
61%
1.19
66%
2.19
73%
0.15
48%
0.07
46%
1.01
64%
0.11
55%
-0.61
57%
0.72
55%
1.51
67%
2.01
71%
FLLA
Latin America
1.42
50%
0.58
50%
1.44
65%
2.48
62%
-0.36
53%
0.40
59%
1.42
62%
-0.89
53%
-0.46
59%
0.69
59%
1.27
47%
3.11
65%
BNDX
International Bonds
0.55
68%
0.31
68%
0.24
63%
0.20
63%
0.49
68%
0.47
63%
0.93
76%
0.61
73%
0.42
68%
0.66
75%
0.57
73%
1.00
65%
EEM
Emerging Markets
1.92
56%
0.19
52%
-0.06
52%
2.14
65%
0.31
52%
0.70
59%
1.25
56%
-0.20
53%
-0.63
52%
0.65
59%
1.45
56%
2.78
61%
VPL
Pacific
0.82
52%
0.63
64%
1.44
61%
1.94
68%
0.12
48%
0.45
57%
0.86
54%
0.27
50%
-0.17
56%
0.60
53%
1.35
71%
1.62
60%
SPY
US Large Cap
1.54
66%
0.33
55%
0.55
63%
1.36
64%
0.27
59%
0.65
56%
1.49
60%
1.20
66%
-0.19
56%
0.57
55%
1.20
63%
1.24
68%
TIP
US TIPS
0.95
80%
0.30
59%
0.22
54%
0.22
63%
0.69
63%
0.75
68%
0.85
73%
0.66
63%
0.16
61%
0.53
68%
0.69
77%
0.67
60%
VTI
US Total Stock Market
1.59
66%
0.38
56%
0.51
62%
1.33
65%
0.26
57%
0.69
56%
1.47
59%
1.21
66%
-0.18
57%
0.47
54%
1.22
62%
1.29
69%
LQD
US Invest. Grade Bonds
0.29
67%
0.33
71%
0.32
68%
0.31
67%
0.45
69%
0.49
69%
0.23
61%
0.27
61%
0.30
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%
0.38
68%
0.36
68%
0.66
73%
0.47
69%
EMB
Emerg. Market Bonds
0.66
63%
0.37
63%
0.25
61%
1.08
76%
0.62
59%
0.70
68%
1.18
78%
0.57
68%
0.30
59%
0.34
65%
1.51
63%
2.23
85%
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%
HYG
US High Yield Bonds
1.16
83%
0.75
83%
0.34
71%
0.67
76%
0.59
69%
0.49
71%
0.94
84%
0.59
75%
0.15
66%
0.30
70%
0.63
75%
0.72
78%
TLT
US Long Term Treasuries
0.28
64%
0.34
67%
0.37
68%
0.14
63%
0.50
66%
0.63
66%
0.15
57%
0.48
59%
0.35
66%
0.27
62%
0.88
74%
0.53
64%
PFF
US Preferred Stocks
1.50
76%
0.02
76%
0.67
79%
1.04
71%
1.15
62%
0.42
68%
1.14
68%
0.76
76%
-0.75
50%
0.10
52%
0.15
64%
0.88
64%
GLD
Gold
1.04
70%
0.40
84%
0.02
81%
0.36
83%
0.37
81%
-0.05
80%
0.25
83%
0.31
84%
0.55
83%
0.08
81%
0.24
84%
0.46
83%
CWB
US Convertible Bonds
1.88
68%
0.67
58%
0.47
64%
1.40
68%
1.09
68%
0.77
58%
0.76
54%
0.66
64%
-0.18
50%
0.07
62%
1.68
72%
1.50
68%
IJR
US Small Cap
2.03
63%
0.82
59%
0.82
66%
1.47
63%
0.51
61%
1.35
63%
1.89
62%
1.14
60%
-0.67
53%
0.04
55%
1.67
66%
1.97
76%
DBC
Commodities
0.18
55%
0.22
81%
0.48
86%
0.61
88%
0.21
81%
0.12
81%
0.39
86%
0.58
85%
0.40
86%
-0.02
83%
-0.09
82%
0.25
82%
VNQ
US REITs
1.53
63%
-0.19
51%
0.80
66%
1.28
57%
-0.49
53%
1.28
62%
2.12
72%
0.91
55%
-0.69
45%
-0.39
48%
0.56
53%
2.00
70%
Last Update: 30 September 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
UNG
Natural Gas
-4.23
35%
-2.01
40%
2.47
60%
2.03
62%
1.25
50%
-0.16
39%
-1.70
37%
1.67
54%
6.61
58%
3.29
56%
-1.75
43%
-5.80
29%
PALL
Palladium
3.28
71%
2.84
59%
1.81
63%
0.87
55%
-1.85
34%
-0.46
44%
2.29
65%
-0.94
38%
-0.69
65%
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
68%
-0.11
43%
0.81
58%
0.13
51%
0.39
43%
1.05
53%
GLD
Gold
1.04
70%
0.40
84%
0.02
81%
0.36
83%
0.37
81%
-0.05
80%
0.25
83%
0.31
84%
0.55
83%
0.08
81%
0.24
84%
0.46
83%
CPER
Copper
-0.10
51%
2.52
62%
1.56
57%
1.35
46%
-1.12
51%
-0.07
57%
2.03
67%
-0.07
49%
-0.74
47%
-0.08
41%
1.49
49%
0.53
54%
PPLT
Platinum
2.49
61%
2.69
58%
-0.70
46%
-0.25
45%
1.15
59%
-0.27
36%
0.51
55%
0.44
47%
-0.72
43%
-0.09
51%
0.88
52%
0.53
52%
BNO
Brent Oil
0.29
55%
0.65
57%
0.87
55%
2.62
66%
1.48
48%
0.98
55%
0.89
59%
2.19
55%
1.70
55%
-1.65
51%
-2.17
44%
-0.50
51%
USO
WTI Crude Oil
-0.36
51%
-0.21
55%
1.59
67%
1.66
58%
0.87
47%
1.25
53%
0.60
67%
1.80
51%
1.32
49%
-2.02
43%
-2.99
33%
0.23
55%
Last Update: 30 September 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
XLK
Information Technology
1.11
52%
-0.81
56%
1.49
67%
1.19
63%
1.50
63%
1.00
52%
1.63
67%
0.74
56%
-1.98
48%
2.77
65%
2.96
77%
0.35
54%
XLF
Financials
-0.10
56%
-0.87
52%
0.99
44%
2.54
63%
0.36
59%
-1.02
37%
1.88
69%
0.25
52%
-1.17
44%
2.20
69%
2.05
65%
1.11
69%
XLP
Consumer Staples
-0.41
52%
0.37
59%
1.11
63%
1.31
66%
0.94
66%
0.10
47%
0.86
58%
0.04
58%
-0.15
48%
2.16
66%
2.19
75%
0.78
72%
XLB
Materials
-1.22
41%
1.01
59%
1.58
67%
2.86
67%
0.22
63%
-0.65
44%
1.53
52%
-0.20
44%
-2.43
41%
1.91
58%
3.59
81%
1.64
65%
XLY
Consumer Discretionary
0.58
48%
-0.28
48%
1.56
56%
2.29
63%
0.23
59%
0.04
56%
1.81
70%
0.07
44%
-0.75
44%
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%
1.66
74%
0.25
62%
-1.06
52%
1.17
58%
3.62
81%
1.28
69%
XLU
Utilities
-0.14
47%
-1.44
50%
1.90
69%
1.82
75%
0.96
63%
0.14
53%
0.78
64%
0.38
61%
0.44
64%
1.07
72%
0.73
59%
1.44
66%
XLV
Healthcare
1.96
71%
0.79
66%
1.29
66%
1.39
61%
1.55
73%
0.92
61%
1.46
66%
0.05
59%
-0.62
41%
0.57
63%
2.09
73%
2.10
75%
SPY
[Benchmark] S&P 500
1.54
66%
0.33
55%
0.55
63%
1.36
64%
0.27
59%
0.65
56%
1.49
60%
1.20
66%
-0.19
56%
0.57
55%
1.20
63%
1.24
68%
XLE
Energy
0.88
49%
1.67
63%
2.24
68%
3.14
68%
1.34
56%
-0.26
48%
0.52
66%
0.12
59%
-0.18
49%
0.34
53%
0.46
53%
1.21
68%
XLRE
Real Estate
0.32
56%
-0.56
53%
1.90
69%
1.96
53%
0.72
66%
0.58
66%
2.24
81%
0.48
56%
-0.43
50%
-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%
2.04
71%
-0.20
33%
-0.29
57%
-0.53
50%
1.82
60%
1.33
70%
Last Update: 30 September 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