Did you know that in May the best Asset Class to invest in is US Technology? It achieved an average return of 1.83% and the investment turned out to be profitable 65% of the time.
On the other side, in May the worst asset class is US REITs, with an average return of -0.52% and profitable 53% 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 |
2.61
71% |
0.63
50% |
1.15
68% |
1.73
61% |
1.83
65% |
0.37
49% |
1.73
68% |
0.63
59% |
-0.68
54% |
1.81
65% |
2.45
68% |
1.66
53% |
|
PFF
|
Preferred Stocks |
1.47
75% |
-0.02
75% |
0.78
81% |
1.26
75% |
1.21
61% |
0.33
68% |
1.09
65% |
0.74
77% |
-0.91
48% |
0.28
55% |
-0.12
61% |
0.96
65% |
|
TIP
|
TIPS |
0.95
79% |
0.28
62% |
0.20
54% |
0.27
64% |
0.76
66% |
0.77
68% |
0.87
71% |
0.67
63% |
0.17
61% |
0.62
71% |
0.64
76% |
0.69
61% |
|
EMB
|
Emerg. Market Bonds |
0.69
64% |
0.31
62% |
0.24
62% |
1.20
79% |
0.60
58% |
0.63
68% |
1.14
76% |
0.56
68% |
0.31
58% |
0.46
68% |
1.38
61% |
2.29
87% |
|
TLT
|
Long Term Treasuries |
0.30
64% |
0.32
67% |
0.38
69% |
0.19
63% |
0.53
66% |
0.61
66% |
0.16
57% |
0.50
59% |
0.37
66% |
0.34
63% |
0.81
74% |
0.52
64% |
|
BNDX
|
International Bonds |
0.58
69% |
0.32
69% |
0.26
64% |
0.20
64% |
0.52
66% |
0.48
61% |
0.96
79% |
0.63
71% |
0.46
68% |
0.71
79% |
0.47
71% |
0.99
66% |
|
LQD
|
Invest. Grade Bonds |
0.29
67% |
0.33
71% |
0.32
69% |
0.34
68% |
0.45
69% |
0.47
69% |
0.22
61% |
0.26
62% |
0.31
64% |
0.47
68% |
0.64
72% |
0.58
67% |
|
BND
|
US Total Bond Market |
0.31
69% |
0.35
71% |
0.37
72% |
0.33
69% |
0.45
70% |
0.41
70% |
0.17
61% |
0.26
62% |
0.39
68% |
0.39
69% |
0.63
72% |
0.46
69% |
|
IJR
|
US Small Cap |
2.08
63% |
0.87
59% |
0.87
66% |
1.60
64% |
0.44
60% |
1.29
64% |
1.77
60% |
1.16
60% |
-0.65
52% |
0.12
56% |
1.50
66% |
1.96
76% |
|
HYG
|
High Yield Bonds |
1.06
73% |
0.48
69% |
0.18
60% |
1.24
78% |
0.41
68% |
0.46
70% |
1.07
82% |
0.29
68% |
-0.26
59% |
0.39
68% |
0.92
73% |
1.28
80% |
|
GLD
|
Gold |
1.02
70% |
0.39
84% |
-0.10
80% |
0.31
83% |
0.37
82% |
-0.04
81% |
0.21
84% |
0.27
84% |
0.48
84% |
0.01
80% |
0.25
84% |
0.46
84% |
|
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% |
0.32
95% |
0.33
97% |
|
VT
|
World All Countries |
0.84
56% |
0.50
54% |
0.89
61% |
1.67
72% |
0.32
55% |
0.20
47% |
1.07
62% |
0.06
57% |
-0.79
53% |
1.14
60% |
1.58
70% |
1.80
74% |
|
EEM
|
Emerging Markets |
2.05
56% |
0.08
50% |
-0.14
50% |
2.23
67% |
0.25
51% |
0.45
57% |
1.17
53% |
-0.15
53% |
-0.88
51% |
0.81
62% |
1.40
57% |
2.86
62% |
|
DBC
|
Commodities |
0.16
54% |
0.23
82% |
0.44
86% |
0.66
88% |
0.25
82% |
0.07
82% |
0.34
86% |
0.62
87% |
0.39
86% |
-0.01
84% |
-0.06
84% |
0.26
82% |
|
SPY
|
US Large Cap |
1.53
65% |
0.31
55% |
0.58
63% |
1.41
65% |
0.20
58% |
0.57
55% |
1.47
60% |
1.20
66% |
-0.20
57% |
0.60
56% |
1.12
63% |
1.24
68% |
|
VTI
|
US Total Stock Market |
1.58
66% |
0.37
56% |
0.54
62% |
1.38
66% |
0.19
57% |
0.61
55% |
1.45
59% |
1.22
66% |
-0.18
57% |
0.50
55% |
1.13
62% |
1.29
69% |
|
EFA
|
EAFE Stocks |
0.58
52% |
0.43
59% |
1.17
65% |
2.27
74% |
0.05
47% |
-0.02
45% |
1.00
64% |
0.04
55% |
-0.63
57% |
0.90
57% |
1.41
68% |
2.04
72% |
|
VPL
|
Pacific |
0.83
52% |
0.57
63% |
1.44
61% |
2.02
69% |
0.02
47% |
0.32
55% |
0.78
53% |
0.24
49% |
-0.20
57% |
0.78
55% |
1.23
70% |
1.65
60% |
|
VGK
|
Europe |
0.48
56% |
0.45
54% |
1.04
70% |
2.39
72% |
-0.07
55% |
0.10
49% |
1.30
62% |
0.02
55% |
-0.80
55% |
0.93
58% |
1.57
64% |
2.55
72% |
|
FLLA
|
Latin America |
1.36
50% |
0.66
53% |
1.31
63% |
2.59
63% |
-0.43
52% |
0.11
58% |
1.55
61% |
-1.08
52% |
-0.63
58% |
1.08
63% |
1.06
47% |
3.24
66% |
|
VNQ
|
US REITs |
1.60
64% |
-0.25
50% |
0.82
67% |
1.41
58% |
-0.52
53% |
1.23
61% |
2.08
72% |
0.88
55% |
-0.67
44% |
-0.32
49% |
0.40
52% |
2.03
71% |
Stocks
Bonds
Commodities
Last Update: 30 April 2023
For a broader picture of asset classes and their statistics, please also refer to the Asset Class main page
Readings that may interest you
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 | |
|
BNO
|
Brent Oil |
0.07
52% |
0.69
57% |
0.66
52% |
3.14
67% |
1.83
49% |
0.60
51% |
0.45
59% |
2.51
56% |
1.78
56% |
-1.69
51% |
-2.10
46% |
-0.51
51% |
|
UNG
|
Natural Gas |
-4.28
39% |
-2.43
39% |
2.79
61% |
2.86
67% |
1.24
52% |
-0.66
39% |
-0.71
42% |
2.03
58% |
6.60
58% |
3.87
58% |
-1.46
42% |
-6.41
27% |
|
USO
|
WTI Crude Oil |
-0.62
50% |
-0.22
55% |
1.42
65% |
2.19
61% |
1.16
48% |
0.84
50% |
0.10
68% |
2.13
53% |
1.42
50% |
-2.05
43% |
-2.92
35% |
0.23
55% |
|
PPLT
|
Platinum |
2.57
62% |
2.93
60% |
-0.89
45% |
-0.26
45% |
0.98
58% |
-0.53
36% |
0.55
56% |
0.41
45% |
-1.00
42% |
-0.17
49% |
0.99
55% |
0.52
53% |
|
GLD
|
Gold |
1.02
70% |
0.39
84% |
-0.10
80% |
0.31
83% |
0.37
82% |
-0.04
81% |
0.21
84% |
0.27
84% |
0.48
84% |
0.01
80% |
0.25
84% |
0.46
84% |
|
SLV
|
Silver |
2.74
63% |
0.55
46% |
1.34
49% |
0.93
37% |
-0.03
55% |
-2.01
33% |
2.27
60% |
0.04
41% |
-0.30
59% |
-0.49
46% |
1.07
41% |
1.02
51% |
|
CPER
|
Copper |
-0.31
49% |
2.54
63% |
1.18
54% |
1.34
46% |
-1.16
50% |
-0.25
56% |
2.50
71% |
0.00
49% |
-1.16
46% |
0.06
43% |
1.59
49% |
0.59
54% |
|
PALL
|
Palladium |
3.45
72% |
3.30
62% |
1.52
62% |
1.20
59% |
-1.73
34% |
-0.74
42% |
2.29
66% |
-0.84
38% |
-1.20
64% |
0.49
56% |
0.79
51% |
2.57
59% |
Commodities
Last Update: 30 April 2023
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 | |
|
XLE
|
Energy |
0.88
49% |
1.57
62% |
1.99
67% |
3.68
72% |
1.69
58% |
-0.56
47% |
0.22
63% |
0.04
58% |
-0.16
50% |
0.49
53% |
0.29
53% |
1.52
68% |
|
XLV
|
Healthcare |
0.68
60% |
-0.54
52% |
1.31
64% |
1.81
60% |
0.82
71% |
0.40
50% |
1.25
63% |
-0.23
54% |
-1.29
42% |
1.00
63% |
2.10
75% |
1.87
71% |
|
XLU
|
Utilities |
-0.28
44% |
-1.63
48% |
2.42
76% |
2.39
80% |
0.79
63% |
0.08
50% |
0.62
63% |
0.51
67% |
-0.17
63% |
1.27
75% |
0.45
54% |
1.56
67% |
|
XLRE
|
Real Estate |
0.44
57% |
-0.82
50% |
2.04
70% |
2.41
57% |
0.74
66% |
0.37
62% |
2.18
83% |
0.37
55% |
-0.34
48% |
-0.35
45% |
0.50
59% |
2.92
79% |
|
XLP
|
Consumer Staples |
-0.95
44% |
-0.37
52% |
1.48
68% |
1.33
68% |
0.73
63% |
-0.32
42% |
1.23
63% |
0.43
63% |
-0.56
46% |
1.97
67% |
1.74
71% |
0.74
67% |
|
XLC
|
Communication Services |
-0.03
47% |
-0.41
42% |
1.63
74% |
2.50
68% |
0.63
50% |
0.41
61% |
2.11
72% |
-0.45
28% |
-0.76
56% |
-0.62
50% |
1.21
56% |
1.31
72% |
|
XLK
|
Information Technology |
1.12
52% |
-0.97
56% |
1.91
68% |
1.44
64% |
0.61
58% |
0.14
46% |
1.71
67% |
0.87
58% |
-2.38
46% |
3.06
67% |
2.45
75% |
0.22
54% |
|
XLI
|
Industrials |
-0.91
44% |
0.06
56% |
1.45
68% |
2.81
64% |
0.51
63% |
-1.13
42% |
1.41
71% |
0.25
63% |
-1.17
50% |
1.44
63% |
3.24
79% |
1.42
71% |
|
XLB
|
Materials |
-1.38
40% |
0.83
60% |
1.55
68% |
3.36
72% |
0.28
63% |
-1.15
42% |
1.40
50% |
-0.40
42% |
-2.55
42% |
2.33
63% |
3.48
79% |
2.04
67% |
|
XLF
|
Financials |
-0.49
52% |
-1.15
48% |
1.05
44% |
3.00
68% |
0.27
58% |
-1.52
33% |
1.65
67% |
0.07
50% |
-1.17
46% |
2.38
71% |
1.33
63% |
1.21
71% |
|
SPY
|
[Benchmark] S&P 500 |
1.53
65% |
0.31
55% |
0.58
63% |
1.41
65% |
0.20
58% |
0.57
55% |
1.47
60% |
1.20
66% |
-0.20
57% |
0.60
56% |
1.12
63% |
1.24
68% |
|
XLY
|
Consumer Discretionary |
0.66
48% |
-0.33
48% |
2.02
60% |
2.66
68% |
-0.20
54% |
-0.70
50% |
1.75
67% |
-0.03
46% |
-1.06
42% |
2.02
63% |
2.36
79% |
0.96
75% |
Stocks
Last Update: 30 April 2023
For a broader picture of the commodities and their statistics, please also refer to the S&P 500 Sector main page
