Did you know that in September the best Asset Class to invest in is Gold? It achieved an average return of 0.44% and the investment turned out to be profitable 83% of the time.
On the other side, in September the worst asset class is US Preferred Stocks, with an average return of -0.93% and profitable 47% 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 | |
|
GLD
|
Gold |
1.00
69% |
0.39
84% |
-0.04
80% |
0.33
83% |
0.37
81% |
-0.06
80% |
0.26
84% |
0.28
84% |
0.44
83% |
0.05
80% |
0.26
84% |
0.47
84% |
|
BNDX
|
International Bonds |
0.55
68% |
0.30
68% |
0.28
65% |
0.16
62% |
0.51
68% |
0.47
63% |
0.96
78% |
0.62
73% |
0.40
67% |
0.69
77% |
0.55
72% |
1.05
67% |
|
DBC
|
Commodities |
0.17
55% |
0.22
81% |
0.47
86% |
0.67
88% |
0.20
81% |
0.09
81% |
0.38
86% |
0.59
86% |
0.39
86% |
-0.02
83% |
-0.07
83% |
0.24
82% |
|
BND
|
US Total Bond Market |
0.31
68% |
0.34
71% |
0.37
72% |
0.31
68% |
0.44
70% |
0.41
69% |
0.18
60% |
0.27
62% |
0.37
68% |
0.38
69% |
0.66
73% |
0.48
69% |
|
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% |
|
TLT
|
US Long Term Treasuries |
0.28
63% |
0.31
66% |
0.38
69% |
0.15
63% |
0.53
66% |
0.62
66% |
0.16
57% |
0.49
59% |
0.32
65% |
0.30
63% |
0.87
74% |
0.58
64% |
|
LQD
|
US Invest. Grade Bonds |
0.29
67% |
0.32
71% |
0.33
69% |
0.32
68% |
0.45
68% |
0.48
69% |
0.24
61% |
0.26
61% |
0.28
64% |
0.46
67% |
0.69
72% |
0.61
67% |
|
EMB
|
Emerg. Market Bonds |
0.64
63% |
0.33
63% |
0.28
63% |
1.11
78% |
0.61
58% |
0.65
68% |
1.20
78% |
0.54
68% |
0.22
56% |
0.41
67% |
1.50
62% |
2.35
87% |
|
TIP
|
US TIPS |
0.94
80% |
0.25
58% |
0.21
53% |
0.22
63% |
0.73
65% |
0.75
68% |
0.87
73% |
0.63
63% |
0.12
59% |
0.59
69% |
0.70
76% |
0.73
62% |
|
VTI
|
US Total Stock Market |
1.58
66% |
0.40
56% |
0.56
62% |
1.34
66% |
0.22
57% |
0.66
56% |
1.46
59% |
1.20
66% |
-0.21
56% |
0.48
54% |
1.18
62% |
1.32
69% |
|
SPY
|
US Large Cap |
1.53
66% |
0.34
55% |
0.59
64% |
1.37
64% |
0.24
58% |
0.62
56% |
1.48
60% |
1.19
66% |
-0.23
55% |
0.58
56% |
1.17
63% |
1.26
68% |
|
VPL
|
Pacific |
0.80
51% |
0.63
64% |
1.47
62% |
1.89
67% |
0.04
47% |
0.38
56% |
0.88
55% |
0.18
49% |
-0.25
55% |
0.71
54% |
1.34
70% |
1.72
61% |
|
HYG
|
US High Yield Bonds |
1.04
74% |
0.48
70% |
0.20
61% |
1.18
76% |
0.40
67% |
0.49
72% |
1.09
83% |
0.31
70% |
-0.29
58% |
0.36
67% |
1.00
73% |
1.32
80% |
|
CWB
|
US Convertible Bonds |
1.64
72% |
0.89
64% |
0.59
67% |
1.35
67% |
1.04
72% |
0.42
56% |
0.88
55% |
0.59
67% |
-0.68
49% |
-0.25
64% |
1.39
69% |
1.91
72% |
|
EFA
|
EAFE Stocks |
0.56
51% |
0.48
60% |
1.21
65% |
2.17
73% |
0.07
47% |
0.03
45% |
1.06
65% |
0.03
55% |
-0.69
56% |
0.83
56% |
1.54
69% |
2.10
72% |
|
FLLA
|
Latin America |
1.18
48% |
0.62
52% |
1.30
64% |
2.38
61% |
-0.46
52% |
0.26
58% |
1.62
64% |
-1.16
52% |
-0.69
56% |
0.92
61% |
1.45
48% |
3.38
67% |
|
IJR
|
US Small Cap |
2.02
62% |
0.89
59% |
0.90
66% |
1.53
63% |
0.46
60% |
1.32
63% |
1.90
61% |
1.08
59% |
-0.71
52% |
0.06
56% |
1.57
66% |
2.08
76% |
|
VT
|
World All Countries |
1.13
57% |
0.45
53% |
1.10
67% |
1.44
67% |
0.75
58% |
0.46
56% |
1.07
61% |
0.27
60% |
-0.74
50% |
0.96
57% |
1.96
72% |
1.63
72% |
|
VNQ
|
US REITs |
1.53
63% |
-0.23
51% |
0.83
67% |
1.32
58% |
-0.51
53% |
1.28
61% |
2.14
72% |
0.89
55% |
-0.74
44% |
-0.36
49% |
0.52
52% |
2.11
71% |
|
QQQ
|
US Technology |
2.99
69% |
0.53
52% |
0.95
65% |
1.72
63% |
1.54
63% |
0.73
54% |
1.19
61% |
0.55
56% |
-0.85
51% |
1.35
58% |
2.41
70% |
1.54
55% |
|
VGK
|
Europe |
0.44
53% |
0.49
54% |
1.09
71% |
2.30
71% |
-0.04
55% |
0.12
49% |
1.35
64% |
0.01
54% |
-0.87
54% |
0.86
57% |
1.72
65% |
2.60
72% |
|
EEM
|
Emerging Markets |
1.91
55% |
0.17
51% |
-0.08
51% |
2.18
65% |
0.23
51% |
0.57
58% |
1.27
55% |
-0.26
52% |
-0.93
50% |
0.73
60% |
1.53
57% |
2.87
63% |
|
PFF
|
US Preferred Stocks |
1.51
76% |
0.00
76% |
0.78
82% |
1.11
73% |
1.16
61% |
0.37
67% |
1.10
67% |
0.75
76% |
-0.93
47% |
0.13
53% |
0.13
63% |
1.02
66% |
| Last Update: 31 August 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 | |
|
UNG
|
Natural Gas |
-4.25
36% |
-2.83
38% |
2.36
59% |
2.75
64% |
1.46
51% |
-0.09
40% |
-1.43
38% |
1.88
56% |
6.29
56% |
4.04
58% |
-2.20
41% |
-6.46
26% |
|
BNO
|
Brent Oil |
0.20
53% |
0.74
58% |
0.82
53% |
3.08
67% |
1.41
47% |
0.81
53% |
0.70
58% |
2.35
56% |
1.93
57% |
-1.79
50% |
-2.19
45% |
-0.59
50% |
|
USO
|
WTI Crude Oil |
-0.45
50% |
-0.13
56% |
1.56
66% |
2.12
60% |
0.75
45% |
1.07
52% |
0.40
66% |
1.98
52% |
1.57
51% |
-2.18
41% |
-3.01
34% |
0.10
54% |
|
GLD
|
Gold |
1.00
69% |
0.39
84% |
-0.04
80% |
0.33
83% |
0.37
81% |
-0.06
80% |
0.26
84% |
0.28
84% |
0.44
83% |
0.05
80% |
0.26
84% |
0.47
84% |
|
SLV
|
Silver |
2.58
62% |
0.51
45% |
1.54
50% |
1.04
38% |
0.19
55% |
-2.09
31% |
2.35
59% |
0.00
40% |
-0.52
56% |
-0.40
46% |
1.29
40% |
0.86
50% |
|
PPLT
|
Platinum |
2.39
61% |
2.81
59% |
-0.82
45% |
-0.20
46% |
1.01
58% |
-0.75
35% |
0.59
56% |
0.34
46% |
-1.10
41% |
-0.12
50% |
0.97
53% |
0.63
53% |
|
PALL
|
Palladium |
3.10
70% |
3.12
60% |
1.68
63% |
1.02
56% |
-1.98
33% |
-0.81
43% |
2.15
64% |
-0.79
39% |
-1.13
63% |
0.22
55% |
0.53
50% |
2.71
58% |
|
CPER
|
Copper |
-0.29
50% |
2.43
61% |
1.29
56% |
1.65
47% |
-1.23
50% |
-0.29
56% |
2.46
69% |
-0.13
47% |
-1.19
44% |
0.02
42% |
1.69
50% |
0.62
56% |
| Last Update: 31 August 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% |
3.56
70% |
1.34
55% |
-0.39
46% |
0.46
65% |
0.03
58% |
-0.10
51% |
0.33
51% |
0.27
51% |
1.48
69% |
|
SPY
|
[Benchmark] S&P 500 |
1.53
66% |
0.34
55% |
0.59
64% |
1.37
64% |
0.24
58% |
0.62
56% |
1.48
60% |
1.19
66% |
-0.23
55% |
0.58
56% |
1.17
63% |
1.26
68% |
|
XLU
|
Utilities |
-0.39
42% |
-1.53
50% |
2.58
77% |
2.36
81% |
0.85
62% |
-0.08
50% |
0.93
65% |
0.42
65% |
-0.39
60% |
1.27
76% |
0.64
56% |
1.57
68% |
|
XLRE
|
Real Estate |
0.27
55% |
-0.71
52% |
2.04
71% |
2.06
55% |
0.71
65% |
0.59
65% |
2.31
84% |
0.43
55% |
-0.57
47% |
-0.44
43% |
0.90
60% |
3.12
80% |
|
XLP
|
Consumer Staples |
-0.87
44% |
-0.28
54% |
1.55
69% |
1.23
65% |
0.53
62% |
-0.20
42% |
1.28
65% |
0.47
62% |
-0.73
44% |
1.83
64% |
1.84
72% |
0.82
68% |
|
XLC
|
Communication Services |
0.19
50% |
-0.16
45% |
1.70
75% |
2.14
65% |
1.11
55% |
0.76
65% |
2.19
75% |
-0.39
30% |
-0.88
53% |
-0.66
47% |
1.55
58% |
1.47
74% |
|
XLF
|
Financials |
-0.35
54% |
-0.95
50% |
1.19
46% |
2.72
65% |
0.21
58% |
-1.18
35% |
1.96
69% |
0.14
50% |
-1.24
44% |
2.19
68% |
1.72
64% |
1.37
72% |
|
XLY
|
Consumer Discretionary |
0.47
46% |
-0.02
50% |
1.94
58% |
2.38
65% |
-0.08
58% |
-0.03
54% |
1.81
69% |
-0.10
42% |
-1.24
40% |
1.72
60% |
2.71
80% |
1.16
76% |
|
XLV
|
Healthcare |
0.76
62% |
-0.40
54% |
1.35
65% |
1.55
58% |
0.69
69% |
0.60
54% |
1.30
65% |
-0.04
54% |
-1.35
40% |
0.83
60% |
2.23
76% |
1.97
72% |
|
XLI
|
Industrials |
-0.91
42% |
0.34
58% |
1.56
69% |
2.56
62% |
0.41
62% |
-0.65
42% |
1.60
73% |
0.26
62% |
-1.36
48% |
1.27
60% |
3.47
80% |
1.65
72% |
|
XLK
|
Information Technology |
1.18
54% |
-0.75
58% |
1.87
69% |
1.17
62% |
1.18
62% |
0.66
50% |
1.55
65% |
0.77
58% |
-2.54
44% |
2.94
68% |
2.87
76% |
0.38
56% |
|
XLB
|
Materials |
-1.48
38% |
1.05
62% |
1.74
69% |
3.06
69% |
0.12
62% |
-0.76
42% |
1.59
54% |
-0.41
42% |
-2.64
40% |
2.11
60% |
3.68
80% |
2.14
68% |
| Last Update: 31 August 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