Did you know that in June the best Asset Class to invest in is US Small Cap? It achieved an average return of 1.32% and the investment turned out to be profitable 63% of the time.
On the other side, in June the worst asset class is Gold, with an average return of -0.06% and profitable 80% 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 | |
|
IJR
|
US Small Cap |
2.03
63% |
0.82
59% |
0.82
66% |
1.47
63% |
0.51
61% |
1.32
63% |
1.90
61% |
1.08
59% |
-0.69
52% |
0.04
55% |
1.67
66% |
1.97
76% |
|
VNQ
|
US REITs |
1.53
63% |
-0.19
51% |
0.80
66% |
1.28
57% |
-0.49
53% |
1.28
61% |
2.14
72% |
0.89
55% |
-0.70
44% |
-0.39
48% |
0.56
53% |
2.00
70% |
|
TIP
|
US TIPS |
0.95
80% |
0.30
59% |
0.22
54% |
0.22
63% |
0.69
63% |
0.75
68% |
0.87
73% |
0.63
63% |
0.15
60% |
0.53
68% |
0.69
77% |
0.67
60% |
|
QQQ
|
US Technology |
2.98
69% |
0.47
51% |
0.80
64% |
1.71
64% |
1.68
64% |
0.73
54% |
1.19
61% |
0.55
56% |
-0.79
52% |
1.31
57% |
2.46
70% |
1.52
56% |
|
VTI
|
US Total Stock Market |
1.59
66% |
0.38
56% |
0.51
62% |
1.33
65% |
0.26
57% |
0.66
56% |
1.46
59% |
1.20
66% |
-0.20
56% |
0.47
54% |
1.22
62% |
1.29
69% |
|
EMB
|
Emerg. Market Bonds |
0.66
63% |
0.37
63% |
0.25
61% |
1.08
76% |
0.62
59% |
0.65
68% |
1.20
78% |
0.54
68% |
0.26
58% |
0.34
65% |
1.51
63% |
2.23
85% |
|
SPY
|
US Large Cap |
1.54
66% |
0.33
55% |
0.55
63% |
1.36
64% |
0.27
59% |
0.62
56% |
1.48
60% |
1.19
66% |
-0.22
55% |
0.57
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% |
0.62
66% |
0.16
57% |
0.49
59% |
0.33
66% |
0.27
62% |
0.88
74% |
0.53
64% |
|
EEM
|
Emerging Markets |
1.92
56% |
0.19
52% |
-0.06
52% |
2.14
65% |
0.31
52% |
0.57
58% |
1.27
55% |
-0.26
52% |
-0.79
51% |
0.65
59% |
1.45
56% |
2.78
61% |
|
HYG
|
US High Yield Bonds |
1.04
74% |
0.49
70% |
0.17
60% |
1.16
77% |
0.43
68% |
0.49
72% |
1.09
83% |
0.31
70% |
-0.26
59% |
0.33
65% |
1.02
74% |
1.27
78% |
|
LQD
|
US Invest. Grade Bonds |
0.29
67% |
0.33
71% |
0.32
68% |
0.31
67% |
0.45
69% |
0.48
69% |
0.24
61% |
0.26
61% |
0.29
64% |
0.43
67% |
0.69
72% |
0.59
67% |
|
BNDX
|
International Bonds |
0.55
68% |
0.31
68% |
0.24
63% |
0.20
63% |
0.49
68% |
0.47
63% |
0.96
78% |
0.62
73% |
0.42
68% |
0.66
75% |
0.57
73% |
1.00
65% |
|
VT
|
World All Countries |
1.16
58% |
0.44
52% |
1.02
66% |
1.42
68% |
0.84
59% |
0.46
56% |
1.07
61% |
0.27
60% |
-0.69
51% |
0.90
56% |
2.00
73% |
1.55
71% |
|
CWB
|
US Convertible Bonds |
1.68
73% |
0.84
63% |
0.50
65% |
1.35
68% |
1.09
73% |
0.42
56% |
0.88
55% |
0.59
67% |
-0.58
50% |
-0.24
65% |
1.53
70% |
1.76
70% |
|
BND
|
US Total Bond Market |
0.31
68% |
0.35
71% |
0.37
72% |
0.31
68% |
0.44
69% |
0.41
69% |
0.18
60% |
0.27
62% |
0.37
68% |
0.36
68% |
0.66
73% |
0.47
69% |
|
VPL
|
Pacific |
0.82
52% |
0.63
64% |
1.44
61% |
1.94
68% |
0.12
48% |
0.38
56% |
0.88
55% |
0.18
49% |
-0.22
56% |
0.60
53% |
1.35
71% |
1.62
60% |
|
PFF
|
US Preferred Stocks |
1.50
76% |
0.02
76% |
0.67
79% |
1.04
71% |
1.15
62% |
0.37
67% |
1.10
67% |
0.75
76% |
-0.80
48% |
0.10
52% |
0.15
64% |
0.88
64% |
|
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% |
|
FLLA
|
Latin America |
1.42
50% |
0.58
50% |
1.44
65% |
2.48
62% |
-0.36
53% |
0.26
58% |
1.62
64% |
-1.16
52% |
-0.64
58% |
0.69
59% |
1.27
47% |
3.11
65% |
|
VGK
|
Europe |
0.55
54% |
0.55
55% |
1.08
71% |
2.33
71% |
0.06
55% |
0.12
49% |
1.35
64% |
0.01
54% |
-0.85
55% |
0.74
56% |
1.65
64% |
2.51
71% |
|
DBC
|
Commodities |
0.18
55% |
0.22
81% |
0.48
86% |
0.61
88% |
0.21
81% |
0.09
81% |
0.38
86% |
0.59
86% |
0.40
86% |
-0.02
83% |
-0.09
82% |
0.25
82% |
|
EFA
|
EAFE Stocks |
0.64
52% |
0.52
61% |
1.19
66% |
2.19
73% |
0.15
48% |
0.03
45% |
1.06
65% |
0.03
55% |
-0.66
56% |
0.72
55% |
1.51
67% |
2.01
71% |
|
GLD
|
Gold |
1.04
70% |
0.40
84% |
0.02
81% |
0.36
83% |
0.37
81% |
-0.06
80% |
0.26
84% |
0.28
84% |
0.47
83% |
0.08
81% |
0.24
84% |
0.46
83% |
| Last Update: 31 May 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 | |
|
USO
|
WTI Crude Oil |
-0.36
51% |
-0.21
55% |
1.59
67% |
1.66
58% |
0.87
47% |
1.07
52% |
0.40
66% |
1.98
52% |
1.39
50% |
-2.02
43% |
-2.99
33% |
0.23
55% |
|
BNO
|
Brent Oil |
0.29
55% |
0.65
57% |
0.87
55% |
2.62
66% |
1.48
48% |
0.81
53% |
0.70
58% |
2.35
56% |
1.76
56% |
-1.65
51% |
-2.17
44% |
-0.50
51% |
|
GLD
|
Gold |
1.04
70% |
0.40
84% |
0.02
81% |
0.36
83% |
0.37
81% |
-0.06
80% |
0.26
84% |
0.28
84% |
0.47
83% |
0.08
81% |
0.24
84% |
0.46
83% |
|
UNG
|
Natural Gas |
-4.23
35% |
-2.01
40% |
2.47
60% |
2.03
62% |
1.25
50% |
-0.09
40% |
-1.43
38% |
1.88
56% |
6.74
57% |
3.29
56% |
-1.75
43% |
-5.80
29% |
|
CPER
|
Copper |
-0.10
51% |
2.52
62% |
1.56
57% |
1.35
46% |
-1.12
51% |
-0.29
56% |
2.46
69% |
-0.13
47% |
-0.94
46% |
-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% |
-0.75
35% |
0.59
56% |
0.34
46% |
-0.98
42% |
-0.09
51% |
0.88
52% |
0.53
52% |
|
PALL
|
Palladium |
3.28
71% |
2.84
59% |
1.81
63% |
0.87
55% |
-1.85
34% |
-0.81
43% |
2.15
64% |
-0.79
39% |
-1.02
64% |
0.52
56% |
0.22
49% |
2.46
56% |
|
SLV
|
Silver |
2.71
63% |
0.48
44% |
1.72
51% |
0.91
37% |
0.22
56% |
-2.09
31% |
2.35
59% |
0.00
40% |
-0.32
57% |
-0.28
48% |
1.11
39% |
0.71
49% |
| Last Update: 31 May 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 | |
|
XLV
|
Healthcare |
1.96
71% |
0.79
66% |
1.29
66% |
1.39
61% |
1.55
73% |
0.89
60% |
1.58
68% |
-0.09
58% |
-0.68
40% |
0.57
63% |
2.09
73% |
2.10
75% |
|
XLC
|
Communication Services |
0.46
52% |
-0.17
43% |
1.38
71% |
1.99
62% |
1.35
57% |
0.76
65% |
2.19
75% |
-0.39
30% |
-0.64
55% |
-0.53
50% |
1.82
60% |
1.33
70% |
|
XLK
|
Information Technology |
1.11
52% |
-0.81
56% |
1.49
67% |
1.19
63% |
1.50
63% |
0.66
50% |
1.55
65% |
0.77
58% |
-2.34
46% |
2.77
65% |
2.96
77% |
0.35
54% |
|
SPY
|
[Benchmark] S&P 500 |
1.54
66% |
0.33
55% |
0.55
63% |
1.36
64% |
0.27
59% |
0.62
56% |
1.48
60% |
1.19
66% |
-0.22
55% |
0.57
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% |
0.59
65% |
2.31
84% |
0.43
55% |
-0.45
48% |
-0.53
42% |
1.00
61% |
2.74
77% |
|
XLP
|
Consumer Staples |
-0.41
52% |
0.37
59% |
1.11
63% |
1.31
66% |
0.94
66% |
0.16
48% |
0.93
59% |
0.00
56% |
-0.08
50% |
2.16
66% |
2.19
75% |
0.78
72% |
|
XLU
|
Utilities |
-0.14
47% |
-1.44
50% |
1.90
69% |
1.82
75% |
0.96
63% |
0.13
52% |
0.65
63% |
0.44
63% |
0.33
63% |
1.07
72% |
0.73
59% |
1.44
66% |
|
XLY
|
Consumer Discretionary |
0.58
48% |
-0.28
48% |
1.56
56% |
2.29
63% |
0.23
59% |
-0.03
54% |
1.81
69% |
-0.10
42% |
-0.91
42% |
1.59
58% |
3.10
81% |
1.16
77% |
|
XLE
|
Energy |
0.88
49% |
1.67
63% |
2.24
68% |
3.14
68% |
1.34
56% |
-0.39
46% |
0.46
65% |
0.03
58% |
-0.17
50% |
0.34
53% |
0.46
53% |
1.21
68% |
|
XLI
|
Industrials |
-0.69
44% |
0.27
56% |
1.37
67% |
2.47
63% |
0.72
63% |
-0.65
42% |
1.60
73% |
0.26
62% |
-1.18
50% |
1.17
58% |
3.62
81% |
1.28
69% |
|
XLB
|
Materials |
-1.22
41% |
1.01
59% |
1.58
67% |
2.86
67% |
0.22
63% |
-0.76
42% |
1.59
54% |
-0.41
42% |
-2.43
42% |
1.91
58% |
3.59
81% |
1.64
65% |
|
XLF
|
Financials |
-0.10
56% |
-0.87
52% |
0.99
44% |
2.54
63% |
0.36
59% |
-1.18
35% |
1.96
69% |
0.14
50% |
-1.22
42% |
2.20
69% |
2.05
65% |
1.11
69% |
| Last Update: 31 May 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
