Asset Class Seasonality

Did you know that in April the best Asset Class to invest in is Latin America? It achieved an average return of 2.59% and the investment turned out to be profitable 63% of the time.

On the other side, in April the worst asset class is Long Term Treasuries, with an average return of 0.19% and profitable 63% 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
FLLA
Latin America
1.18
48%
0.62
52%
1.30
64%
2.59
63%
-0.41
53%
0.48
59%
1.65
63%
-1.28
50%
-0.69
56%
0.92
61%
1.45
48%
3.38
67%
VGK
Europe
0.44
53%
0.49
54%
1.09
71%
2.39
72%
-0.16
54%
0.18
50%
1.33
63%
-0.06
53%
-0.87
54%
0.86
57%
1.72
65%
2.60
72%
EFA
EAFE Stocks
0.56
51%
0.48
60%
1.21
65%
2.27
74%
-0.02
46%
0.06
46%
1.04
65%
-0.03
54%
-0.69
56%
0.83
56%
1.54
69%
2.10
72%
EEM
Emerging Markets
1.91
55%
0.17
51%
-0.08
51%
2.23
66%
0.20
50%
0.53
57%
1.27
54%
-0.28
51%
-0.93
50%
0.73
60%
1.53
57%
2.87
63%
VPL
Pacific
0.80
51%
0.63
64%
1.47
62%
2.02
69%
-0.01
46%
0.39
56%
0.84
54%
0.16
48%
-0.25
55%
0.71
54%
1.34
70%
1.72
61%
QQQ
US Technology
2.99
69%
0.53
52%
0.95
65%
1.84
64%
1.45
62%
0.63
53%
1.24
62%
0.54
55%
-0.85
51%
1.35
58%
2.41
70%
1.54
55%
VT
World All Countries
0.83
56%
0.58
55%
0.93
62%
1.67
72%
0.29
54%
0.30
48%
1.12
62%
0.01
56%
-0.85
52%
1.06
59%
1.72
70%
1.87
74%
IJR
US Small Cap
2.02
62%
0.89
59%
0.90
66%
1.60
64%
0.41
60%
1.36
64%
1.80
61%
1.10
60%
-0.71
52%
0.06
56%
1.57
66%
2.08
76%
CWB
US Convertible Bonds
1.64
72%
0.89
64%
0.59
67%
1.48
68%
1.01
71%
0.42
55%
0.84
54%
0.57
66%
-0.68
49%
-0.25
64%
1.39
69%
1.91
72%
VNQ
US REITs
1.53
63%
-0.23
51%
0.82
67%
1.41
58%
-0.56
52%
1.28
61%
2.08
72%
0.84
54%
-0.74
44%
-0.36
49%
0.52
52%
2.11
71%
SPY
US Large Cap
1.53
66%
0.34
55%
0.59
64%
1.41
64%
0.20
58%
0.61
56%
1.49
60%
1.18
66%
-0.23
55%
0.58
56%
1.17
63%
1.26
68%
VTI
US Total Stock Market
1.58
66%
0.40
56%
0.55
62%
1.38
66%
0.19
57%
0.65
56%
1.46
59%
1.20
65%
-0.21
56%
0.48
54%
1.18
62%
1.32
69%
PFF
Preferred Stocks
1.51
76%
0.00
76%
0.78
82%
1.26
75%
1.10
59%
0.39
69%
1.10
66%
0.69
75%
-0.93
47%
0.13
53%
0.13
63%
1.02
66%
HYG
High Yield Bonds
1.04
74%
0.48
70%
0.20
61%
1.24
78%
0.38
67%
0.49
71%
1.07
82%
0.29
69%
-0.29
58%
0.36
67%
1.00
73%
1.32
80%
EMB
Emerg. Market Bonds
0.64
63%
0.33
63%
0.28
63%
1.20
79%
0.56
56%
0.67
69%
1.16
77%
0.50
67%
0.22
56%
0.41
67%
1.50
62%
2.35
87%
DBC
Commodities
0.17
55%
0.22
81%
0.47
86%
0.66
88%
0.21
82%
0.09
82%
0.40
86%
0.61
86%
0.39
86%
-0.02
83%
-0.07
83%
0.24
82%
LQD
Invest. Grade Bonds
0.29
67%
0.32
71%
0.33
69%
0.34
68%
0.44
68%
0.48
69%
0.22
61%
0.25
61%
0.28
64%
0.46
67%
0.69
72%
0.61
67%
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%
BND
US Total Bond Market
0.31
68%
0.34
71%
0.37
72%
0.33
68%
0.43
70%
0.40
69%
0.16
60%
0.26
61%
0.37
68%
0.38
69%
0.66
73%
0.48
69%
GLD
Gold
1.00
69%
0.39
84%
-0.04
80%
0.31
83%
0.36
81%
-0.06
80%
0.22
84%
0.26
84%
0.44
83%
0.05
80%
0.26
84%
0.47
84%
TIP
TIPS
0.94
80%
0.25
58%
0.21
53%
0.27
64%
0.70
64%
0.75
67%
0.84
72%
0.63
62%
0.12
59%
0.59
69%
0.70
76%
0.73
62%
BNDX
International Bonds
0.55
68%
0.30
68%
0.28
65%
0.20
63%
0.51
67%
0.47
62%
0.93
77%
0.62
72%
0.40
67%
0.69
77%
0.55
72%
1.05
67%
TLT
Long Term Treasuries
0.28
63%
0.31
66%
0.38
69%
0.19
63%
0.51
66%
0.61
66%
0.14
57%
0.48
59%
0.32
65%
0.30
63%
0.87
74%
0.58
64%
Last Update: 31 March 2024
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
BNO
Brent Oil
0.20
53%
0.74
58%
0.82
53%
3.14
67%
1.56
48%
0.69
52%
0.78
60%
2.51
57%
1.93
57%
-1.79
50%
-2.19
45%
-0.59
50%
UNG
Natural Gas
-4.25
36%
-2.83
38%
2.36
59%
2.86
66%
0.87
50%
-0.06
41%
-0.82
39%
1.97
58%
6.29
56%
4.04
58%
-2.20
41%
-6.46
26%
USO
WTI Crude Oil
-0.45
50%
-0.13
56%
1.56
66%
2.19
61%
0.88
46%
0.94
51%
0.47
68%
2.14
54%
1.57
51%
-2.18
41%
-3.01
34%
0.10
54%
CPER
Copper
-0.29
50%
2.43
61%
1.29
56%
1.34
46%
-1.27
49%
-0.17
57%
2.63
71%
-0.15
46%
-1.19
44%
0.02
42%
1.69
50%
0.62
56%
PALL
Palladium
3.10
70%
3.12
60%
1.68
63%
1.20
58%
-1.92
33%
-0.98
41%
2.33
66%
-0.93
38%
-1.13
63%
0.22
55%
0.53
50%
2.71
58%
SLV
Silver
2.58
62%
0.51
45%
1.54
50%
0.93
37%
-0.18
54%
-2.04
32%
2.42
60%
0.01
40%
-0.52
56%
-0.40
46%
1.29
40%
0.86
50%
GLD
Gold
1.00
69%
0.39
84%
-0.04
80%
0.31
83%
0.36
81%
-0.06
80%
0.22
84%
0.26
84%
0.44
83%
0.05
80%
0.26
84%
0.47
84%
PPLT
Platinum
2.39
61%
2.81
59%
-0.82
45%
-0.26
45%
0.83
57%
-0.69
36%
0.63
57%
0.43
46%
-1.10
41%
-0.12
50%
0.97
53%
0.63
53%
Last Update: 31 March 2024
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
XLE
Energy
0.84
48%
1.61
63%
2.21
68%
3.68
72%
1.39
56%
-0.37
47%
0.42
64%
0.09
59%
-0.10
51%
0.33
51%
0.27
51%
1.48
69%
XLB
Materials
-1.48
38%
1.05
62%
1.74
69%
3.36
72%
-0.01
60%
-0.67
44%
1.48
52%
-0.52
40%
-2.64
40%
2.11
60%
3.68
80%
2.14
68%
XLF
Financials
-0.35
54%
-0.95
50%
1.19
46%
3.00
68%
0.09
56%
-1.19
36%
1.78
68%
-0.04
48%
-1.24
44%
2.19
68%
1.72
64%
1.37
72%
XLI
Industrials
-0.91
42%
0.34
58%
1.56
69%
2.81
64%
0.36
60%
-0.64
44%
1.47
72%
0.16
60%
-1.36
48%
1.27
60%
3.47
80%
1.65
72%
XLY
Consumer Discretionary
0.47
46%
-0.02
50%
1.94
58%
2.66
68%
-0.09
56%
-0.19
52%
1.77
68%
-0.10
44%
-1.24
40%
1.72
60%
2.71
80%
1.16
76%
XLC
Communication Services
0.19
50%
-0.16
45%
1.70
75%
2.50
68%
0.80
53%
0.63
63%
2.30
74%
-0.51
26%
-0.88
53%
-0.66
47%
1.55
58%
1.47
74%
XLRE
Real Estate
0.27
55%
-0.71
52%
2.04
71%
2.41
57%
0.56
63%
0.54
63%
2.15
83%
0.25
53%
-0.57
47%
-0.44
43%
0.90
60%
3.12
80%
XLU
Utilities
-0.39
42%
-1.53
50%
2.58
77%
2.39
80%
0.52
60%
0.14
52%
0.70
64%
0.25
64%
-0.39
60%
1.27
76%
0.64
56%
1.57
68%
XLV
Healthcare
0.76
62%
-0.40
54%
1.35
65%
1.81
60%
0.62
68%
0.55
52%
1.24
64%
-0.25
52%
-1.35
40%
0.83
60%
2.23
76%
1.97
72%
XLK
Information Technology
1.18
54%
-0.75
58%
1.87
69%
1.44
64%
0.94
60%
0.37
48%
1.74
68%
0.77
56%
-2.54
44%
2.94
68%
2.87
76%
0.38
56%
SPY
[Benchmark] S&P 500
1.53
66%
0.34
55%
0.59
64%
1.41
64%
0.20
58%
0.61
56%
1.49
60%
1.18
66%
-0.23
55%
0.58
56%
1.17
63%
1.26
68%
XLP
Consumer Staples
-0.87
44%
-0.28
54%
1.55
69%
1.33
68%
0.45
60%
-0.19
44%
1.27
64%
0.25
60%
-0.73
44%
1.83
64%
1.84
72%
0.82
68%
Last Update: 31 March 2024
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