Asset Class Seasonality

Did you know that in November the best Asset Class to invest in is US Technology? It achieved an average return of 2.46% and the investment turned out to be profitable 70% of the time.

On the other side, in November the worst asset class is Commodities, with an average return of -0.09% and profitable 82% 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%
1.37
58%
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%
0.92
57%
2.00
73%
1.55
71%
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%
0.13
63%
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%
0.03
55%
1.67
66%
1.97
76%
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
57%
1.65
64%
2.51
71%
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%
0.38
66%
1.51
63%
2.23
85%
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%
0.73
55%
1.51
67%
2.01
71%
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%
0.71
60%
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%
0.67
54%
1.35
71%
1.62
60%
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%
0.68
60%
1.27
47%
3.11
65%
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%
0.48
54%
1.22
62%
1.29
69%
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%
0.58
55%
1.20
63%
1.24
68%
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
63%
0.88
74%
0.53
64%
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%
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%
0.52
68%
0.69
77%
0.67
60%
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%
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
69%
0.63
75%
0.72
78%
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
76%
0.57
73%
1.00
65%
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%
-0.41
48%
0.56
53%
2.00
70%
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%
0.25
83%
0.31
84%
0.55
83%
0.10
81%
0.24
84%
0.46
83%
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%
0.08
50%
0.15
64%
0.88
64%
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%
-0.01
83%
-0.09
82%
0.25
82%
Last Update: 31 October 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%
2.03
67%
-0.07
49%
-0.74
47%
0.06
42%
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%
-0.08
52%
0.88
52%
0.53
52%
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%
0.16
52%
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%
0.10
81%
0.24
84%
0.46
83%
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%
0.87
57%
0.22
49%
2.46
56%
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%
3.24
57%
-1.75
43%
-5.80
29%
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
50%
-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%
-2.01
42%
-2.99
33%
0.23
55%
Last Update: 31 October 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
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%
1.15
59%
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%
1.53
52%
-0.20
44%
-2.43
41%
1.68
56%
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%
1.53
59%
3.10
81%
1.16
77%
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%
2.91
67%
2.96
77%
0.35
54%
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%
2.02
64%
2.19
75%
0.78
72%
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%
0.65
63%
2.09
73%
2.10
75%
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%
2.02
67%
2.05
65%
1.11
69%
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%
-0.65
48%
1.82
60%
1.33
70%
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%
0.58
55%
1.20
63%
1.24
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%
-0.60
41%
1.00
61%
2.74
77%
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%
1.10
73%
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%
0.52
66%
0.12
59%
-0.18
49%
0.30
51%
0.46
53%
1.21
68%
Last Update: 31 October 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