Asset Class Seasonality

Did you know that in March the best Asset Class to invest in is US REITs? It achieved an average return of 1.86% and the investment turned out to be profitable 73% of the time.

On the other side, in March the worst asset class is US Invest. Grade Bonds, with an average return of -0.11% and profitable 47% 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
VNQ
US REITs
0.46
57%
-0.56
50%
1.86
73%
2.09
60%
0.63
63%
0.67
67%
2.39
83%
0.36
53%
-0.33
50%
-0.44
43%
1.23
63%
2.33
73%
FLLA
Latin America
1.52
50%
1.39
57%
1.85
67%
2.73
63%
-0.68
47%
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%
1.41
60%
1.39
67%
-0.38
47%
0.94
60%
0.27
50%
-0.84
43%
-0.01
55%
0.03
57%
1.40
67%
1.20
57%
SPY
US Large Cap
0.48
57%
-0.08
50%
1.22
70%
1.87
73%
0.91
67%
0.53
67%
1.40
63%
-0.29
60%
-0.55
57%
1.70
63%
2.72
83%
0.95
67%
EEM
Emerging Markets
0.80
50%
0.51
57%
1.21
60%
2.10
63%
-0.74
53%
0.73
62%
0.66
57%
-1.86
53%
-0.04
50%
0.90
60%
1.75
50%
2.64
63%
VT
World All Countries
0.40
55%
-0.10
47%
1.08
67%
1.96
73%
0.63
60%
0.38
60%
1.29
62%
-0.59
60%
-0.52
57%
1.34
63%
2.34
77%
1.03
67%
EFA
EAFE Stocks
-0.29
50%
0.26
57%
1.07
70%
2.36
77%
0.11
53%
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%
1.05
70%
2.76
70%
0.34
60%
-0.28
47%
1.33
67%
-0.98
50%
-0.91
57%
1.06
63%
1.85
63%
2.60
70%
DBC
Commodities
0.68
60%
1.41
57%
1.02
50%
1.43
60%
0.18
43%
0.52
53%
-0.03
60%
1.02
50%
0.37
60%
-0.24
53%
-1.06
43%
0.42
50%
VTI
US Total Stock Market
0.52
57%
0.08
50%
0.99
70%
1.80
73%
0.90
67%
0.65
67%
1.26
60%
-0.25
60%
-0.49
57%
1.51
63%
2.72
83%
1.23
70%
QQQ
US Technology
2.03
67%
-0.58
40%
0.93
63%
2.05
67%
1.37
60%
1.21
57%
2.21
70%
0.38
57%
-0.57
53%
2.71
63%
3.19
77%
0.88
50%
PFF
US Preferred Stocks
1.46
77%
-0.34
73%
0.64
77%
1.05
70%
1.02
60%
0.36
63%
1.14
67%
0.68
73%
-0.90
47%
0.03
47%
0.22
63%
0.95
63%
EMB
Emerg. Market Bonds
0.25
60%
0.74
67%
0.47
70%
1.25
80%
0.28
57%
0.54
63%
1.23
80%
0.49
73%
0.36
57%
0.12
63%
1.78
67%
1.95
83%
IJR
US Small Cap
0.49
53%
0.50
57%
0.41
67%
1.59
63%
1.05
67%
1.20
63%
0.66
53%
-0.29
53%
-0.41
53%
0.74
60%
3.20
80%
2.13
70%
TIP
US TIPS
0.90
83%
0.29
57%
0.28
54%
0.34
67%
0.41
63%
0.29
63%
0.82
77%
0.62
67%
0.13
57%
0.17
63%
0.59
76%
0.17
50%
CWB
US Convertible Bonds
1.57
70%
0.29
57%
0.20
63%
1.65
70%
0.78
67%
0.45
57%
0.86
53%
0.53
67%
-0.37
53%
0.20
67%
1.65
73%
1.52
67%
BIL
US Cash
0.19
92%
0.17
85%
0.19
80%
0.18
78%
0.19
89%
0.18
78%
0.18
85%
0.20
96%
0.20
85%
0.17
80%
0.17
75%
0.19
85%
BNDX
International Bonds
0.54
67%
0.30
70%
0.11
60%
0.24
63%
0.26
70%
0.19
60%
0.86
77%
0.53
77%
0.42
67%
0.39
70%
0.32
67%
0.48
57%
GLD
Gold
2.54
60%
1.14
60%
0.06
37%
1.22
60%
-0.13
43%
-0.34
43%
0.38
50%
1.43
63%
1.47
53%
0.04
50%
0.85
53%
0.90
57%
BND
US Total Bond Market
0.49
70%
0.12
63%
0.05
53%
0.21
63%
0.34
60%
0.36
70%
0.65
77%
0.64
67%
0.29
63%
-0.04
57%
0.66
70%
0.38
53%
HYG
US High Yield Bonds
0.64
70%
0.18
67%
-0.11
53%
1.32
80%
0.05
63%
0.16
63%
1.15
83%
0.14
63%
-0.23
60%
0.27
60%
0.53
67%
1.53
77%
TLT
US Long Term Treasuries
0.61
57%
0.12
50%
-0.11
43%
-0.45
53%
0.56
53%
0.89
70%
0.90
60%
1.70
63%
0.32
60%
-0.87
40%
1.41
70%
0.31
40%
LQD
US Invest. Grade Bonds
0.67
70%
-0.06
60%
-0.11
47%
0.36
67%
0.37
60%
0.55
67%
1.11
80%
0.66
67%
0.03
63%
0.00
53%
0.80
60%
0.82
53%
Last Update: 28 February 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
CPER
Copper
1.01
60%
2.75
67%
1.75
57%
2.23
50%
-0.78
53%
-0.91
50%
1.85
63%
-1.27
45%
-0.35
50%
-0.20
47%
1.66
50%
0.37
53%
UNG
Natural Gas
-2.31
38%
-3.11
40%
1.65
60%
1.70
62%
1.23
50%
0.63
43%
-2.56
31%
0.64
48%
5.53
53%
2.30
52%
-1.21
43%
-5.53
30%
USO
WTI Crude Oil
1.28
50%
1.35
60%
1.48
63%
0.35
53%
1.04
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%
1.36
60%
2.29
63%
2.03
50%
2.69
67%
0.96
60%
1.18
50%
0.62
47%
-1.93
50%
-2.41
47%
-0.36
57%
PALL
Palladium
3.92
73%
4.13
63%
0.45
60%
0.86
60%
-1.58
37%
-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%
0.29
43%
0.31
37%
-0.27
50%
-1.48
37%
2.97
63%
0.48
43%
0.41
57%
0.21
53%
1.85
41%
2.63
63%
GLD
Gold
2.54
60%
1.14
60%
0.06
37%
1.22
60%
-0.13
43%
-0.34
43%
0.38
50%
1.43
63%
1.47
53%
0.04
50%
0.85
53%
0.90
57%
PPLT
Platinum
3.48
70%
2.97
63%
-1.14
43%
1.06
53%
0.43
60%
-0.96
33%
0.41
60%
-0.09
53%
-1.54
37%
0.14
63%
1.10
53%
2.23
62%
Last Update: 28 February 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
XLU
Utilities
-0.33
47%
-0.87
53%
2.29
73%
1.82
73%
0.98
63%
0.31
57%
0.64
63%
0.35
63%
0.43
67%
1.20
73%
1.03
63%
1.17
63%
XLRE
Real Estate
0.42
57%
-0.48
53%
2.21
73%
2.11
57%
0.65
67%
0.63
67%
2.34
80%
0.44
53%
-0.40
50%
-0.40
43%
1.17
63%
2.30
73%
XLE
Energy
0.99
50%
1.41
60%
2.10
70%
3.35
63%
0.71
47%
0.10
53%
-0.20
57%
-0.75
53%
0.18
57%
1.14
53%
1.43
57%
0.82
63%
XLB
Materials
-0.87
43%
1.27
61%
1.58
67%
2.86
67%
0.22
63%
-0.65
44%
1.53
52%
-0.20
44%
-2.43
41%
1.68
56%
3.62
81%
1.66
67%
XLY
Consumer Discretionary
0.61
50%
-0.39
46%
1.56
56%
2.29
63%
0.23
59%
0.04
56%
1.81
70%
0.07
44%
-0.75
44%
1.53
59%
2.93
78%
1.16
78%
XLK
Information Technology
1.06
50%
-0.91
54%
1.49
67%
1.19
63%
1.50
63%
1.00
52%
1.63
67%
0.74
56%
-1.98
48%
2.91
67%
2.67
74%
0.36
56%
XLC
Communication Services
0.53
55%
-0.24
41%
1.38
71%
1.99
62%
1.35
57%
1.07
67%
2.04
71%
-0.20
33%
-0.29
57%
-0.65
48%
1.76
62%
1.38
71%
XLI
Industrials
-0.43
46%
0.51
57%
1.37
67%
2.47
63%
0.72
63%
-0.49
44%
1.66
74%
0.25
62%
-1.06
52%
1.15
59%
3.46
78%
1.28
70%
XLP
Consumer Staples
-0.36
48%
0.54
60%
1.22
63%
1.23
63%
0.91
67%
0.14
47%
0.94
60%
-0.29
57%
-0.31
50%
1.80
60%
2.36
77%
0.67
67%
SPY
[Benchmark] S&P 500
0.48
57%
-0.08
50%
1.22
70%
1.87
73%
0.91
67%
0.53
67%
1.40
63%
-0.29
60%
-0.55
57%
1.70
63%
2.72
83%
0.95
67%
XLV
Healthcare
1.15
63%
0.10
60%
1.20
63%
1.52
60%
0.65
67%
0.91
60%
1.11
60%
-0.40
53%
-0.56
47%
0.95
60%
2.74
80%
1.58
67%
XLF
Financials
-0.18
54%
-0.97
50%
0.99
44%
2.54
63%
0.36
59%
-1.02
37%
1.88
69%
0.25
52%
-1.17
44%
2.02
67%
2.04
67%
1.18
70%
Last Update: 28 February 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