Did you know that in July the best Asset Class to invest in is US REITs? It achieved an average return of 2.08% and the investment turned out to be profitable 72% of the time.
On the other side, in July the worst asset class is US Long Term Treasuries, with an average return of 0.14% and profitable 57% 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 | |
|
VNQ
|
US REITs |
1.53
63% |
-0.23
51% |
0.83
67% |
1.32
58% |
-0.51
53% |
1.28
61% |
2.08
72% |
0.84
54% |
-0.74
44% |
-0.36
49% |
0.52
52% |
2.11
71% |
|
IJR
|
US Small Cap |
2.02
62% |
0.89
59% |
0.90
66% |
1.53
63% |
0.46
60% |
1.32
63% |
1.80
61% |
1.10
60% |
-0.71
52% |
0.06
56% |
1.57
66% |
2.08
76% |
|
FLLA
|
Latin America |
1.18
48% |
0.62
52% |
1.30
64% |
2.38
61% |
-0.46
52% |
0.26
58% |
1.65
63% |
-1.28
50% |
-0.69
56% |
0.92
61% |
1.45
48% |
3.38
67% |
|
SPY
|
US Large Cap |
1.53
66% |
0.34
55% |
0.59
64% |
1.37
64% |
0.24
58% |
0.62
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% |
0.56
62% |
1.34
66% |
0.22
57% |
0.66
56% |
1.46
59% |
1.20
65% |
-0.21
56% |
0.48
54% |
1.18
62% |
1.32
69% |
|
VGK
|
Europe |
0.44
53% |
0.49
54% |
1.09
71% |
2.30
71% |
-0.04
55% |
0.12
49% |
1.33
63% |
-0.06
53% |
-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
54% |
-0.28
51% |
-0.93
50% |
0.73
60% |
1.53
57% |
2.87
63% |
|
QQQ
|
US Technology |
2.99
69% |
0.53
52% |
0.95
65% |
1.72
63% |
1.54
63% |
0.73
54% |
1.24
62% |
0.54
55% |
-0.85
51% |
1.35
58% |
2.41
70% |
1.54
55% |
|
EMB
|
Emerg. Market Bonds |
0.64
63% |
0.33
63% |
0.28
63% |
1.11
78% |
0.61
58% |
0.65
68% |
1.16
77% |
0.50
67% |
0.22
56% |
0.41
67% |
1.50
62% |
2.35
87% |
|
VT
|
World All Countries |
0.83
56% |
0.58
55% |
0.93
62% |
1.58
71% |
0.37
55% |
0.33
49% |
1.12
62% |
0.01
56% |
-0.85
52% |
1.06
59% |
1.72
70% |
1.87
74% |
|
PFF
|
US Preferred Stocks |
1.51
76% |
0.00
76% |
0.78
82% |
1.11
73% |
1.16
61% |
0.37
67% |
1.10
66% |
0.69
75% |
-0.93
47% |
0.13
53% |
0.13
63% |
1.02
66% |
|
HYG
|
US High Yield Bonds |
1.04
74% |
0.48
70% |
0.20
61% |
1.18
76% |
0.40
67% |
0.49
72% |
1.07
82% |
0.29
69% |
-0.29
58% |
0.36
67% |
1.00
73% |
1.32
80% |
|
EFA
|
EAFE Stocks |
0.56
51% |
0.48
60% |
1.21
65% |
2.17
73% |
0.07
47% |
0.03
45% |
1.04
65% |
-0.03
54% |
-0.69
56% |
0.83
56% |
1.54
69% |
2.10
72% |
|
BNDX
|
International Bonds |
0.55
68% |
0.30
68% |
0.28
65% |
0.16
62% |
0.51
68% |
0.47
63% |
0.93
77% |
0.62
72% |
0.40
67% |
0.69
77% |
0.55
72% |
1.05
67% |
|
TIP
|
US TIPS |
0.94
80% |
0.25
58% |
0.21
53% |
0.22
63% |
0.73
65% |
0.75
68% |
0.84
72% |
0.63
62% |
0.12
59% |
0.59
69% |
0.70
76% |
0.73
62% |
|
CWB
|
US Convertible Bonds |
1.64
72% |
0.89
64% |
0.59
67% |
1.35
67% |
1.04
72% |
0.42
56% |
0.84
54% |
0.57
66% |
-0.68
49% |
-0.25
64% |
1.39
69% |
1.91
72% |
|
VPL
|
Pacific |
0.80
51% |
0.63
64% |
1.47
62% |
1.89
67% |
0.04
47% |
0.38
56% |
0.84
54% |
0.16
48% |
-0.25
55% |
0.71
54% |
1.34
70% |
1.72
61% |
|
DBC
|
Commodities |
0.17
55% |
0.22
81% |
0.47
86% |
0.67
88% |
0.20
81% |
0.09
81% |
0.40
86% |
0.61
86% |
0.39
86% |
-0.02
83% |
-0.07
83% |
0.24
82% |
|
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% |
|
GLD
|
Gold |
1.00
69% |
0.39
84% |
-0.04
80% |
0.33
83% |
0.37
81% |
-0.06
80% |
0.22
84% |
0.26
84% |
0.44
83% |
0.05
80% |
0.26
84% |
0.47
84% |
|
LQD
|
US Invest. Grade Bonds |
0.29
67% |
0.32
71% |
0.33
69% |
0.32
68% |
0.45
68% |
0.48
69% |
0.22
61% |
0.25
61% |
0.28
64% |
0.46
67% |
0.69
72% |
0.61
67% |
|
BND
|
US Total Bond Market |
0.31
68% |
0.34
71% |
0.37
72% |
0.31
68% |
0.44
70% |
0.41
69% |
0.16
60% |
0.26
61% |
0.37
68% |
0.38
69% |
0.66
73% |
0.48
69% |
|
TLT
|
US Long Term Treasuries |
0.28
63% |
0.31
66% |
0.38
69% |
0.15
63% |
0.53
66% |
0.62
66% |
0.14
57% |
0.48
59% |
0.32
65% |
0.30
63% |
0.87
74% |
0.58
64% |
| Last Update: 30 June 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 | |
|
CPER
|
Copper |
-0.29
50% |
2.43
61% |
1.29
56% |
1.65
47% |
-1.23
50% |
-0.29
56% |
2.63
71% |
-0.15
46% |
-1.19
44% |
0.02
42% |
1.69
50% |
0.62
56% |
|
SLV
|
Silver |
2.58
62% |
0.51
45% |
1.54
50% |
1.04
38% |
0.19
55% |
-2.09
31% |
2.42
60% |
0.01
40% |
-0.52
56% |
-0.40
46% |
1.29
40% |
0.86
50% |
|
PALL
|
Palladium |
3.10
70% |
3.12
60% |
1.68
63% |
1.02
56% |
-1.98
33% |
-0.81
43% |
2.33
66% |
-0.93
38% |
-1.13
63% |
0.22
55% |
0.53
50% |
2.71
58% |
|
BNO
|
Brent Oil |
0.20
53% |
0.74
58% |
0.82
53% |
3.08
67% |
1.41
47% |
0.81
53% |
0.78
60% |
2.51
57% |
1.93
57% |
-1.79
50% |
-2.19
45% |
-0.59
50% |
|
PPLT
|
Platinum |
2.39
61% |
2.81
59% |
-0.82
45% |
-0.20
46% |
1.01
58% |
-0.75
35% |
0.63
57% |
0.43
46% |
-1.10
41% |
-0.12
50% |
0.97
53% |
0.63
53% |
|
USO
|
WTI Crude Oil |
-0.45
50% |
-0.13
56% |
1.56
66% |
2.12
60% |
0.75
45% |
1.07
52% |
0.47
68% |
2.14
54% |
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% |
0.22
84% |
0.26
84% |
0.44
83% |
0.05
80% |
0.26
84% |
0.47
84% |
|
UNG
|
Natural Gas |
-4.25
36% |
-2.83
38% |
2.36
59% |
2.75
64% |
1.46
51% |
-0.09
40% |
-0.82
39% |
1.97
58% |
6.29
56% |
4.04
58% |
-2.20
41% |
-6.46
26% |
| Last Update: 30 June 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 | |
|
XLC
|
Communication Services |
0.19
50% |
-0.16
45% |
1.70
75% |
2.14
65% |
1.11
55% |
0.76
65% |
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% |
2.06
55% |
0.71
65% |
0.59
65% |
2.15
83% |
0.25
53% |
-0.57
47% |
-0.44
43% |
0.90
60% |
3.12
80% |
|
XLF
|
Financials |
-0.35
54% |
-0.95
50% |
1.19
46% |
2.72
65% |
0.21
58% |
-1.18
35% |
1.78
68% |
-0.04
48% |
-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% |
1.77
68% |
-0.10
44% |
-1.24
40% |
1.72
60% |
2.71
80% |
1.16
76% |
|
XLK
|
Information Technology |
1.18
54% |
-0.75
58% |
1.87
69% |
1.17
62% |
1.18
62% |
0.66
50% |
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% |
1.37
64% |
0.24
58% |
0.62
56% |
1.49
60% |
1.18
66% |
-0.23
55% |
0.58
56% |
1.17
63% |
1.26
68% |
|
XLB
|
Materials |
-1.48
38% |
1.05
62% |
1.74
69% |
3.06
69% |
0.12
62% |
-0.76
42% |
1.48
52% |
-0.52
40% |
-2.64
40% |
2.11
60% |
3.68
80% |
2.14
68% |
|
XLI
|
Industrials |
-0.91
42% |
0.34
58% |
1.56
69% |
2.56
62% |
0.41
62% |
-0.65
42% |
1.47
72% |
0.16
60% |
-1.36
48% |
1.27
60% |
3.47
80% |
1.65
72% |
|
XLP
|
Consumer Staples |
-0.87
44% |
-0.28
54% |
1.55
69% |
1.23
65% |
0.53
62% |
-0.20
42% |
1.27
64% |
0.25
60% |
-0.73
44% |
1.83
64% |
1.84
72% |
0.82
68% |
|
XLV
|
Healthcare |
0.76
62% |
-0.40
54% |
1.35
65% |
1.55
58% |
0.69
69% |
0.60
54% |
1.24
64% |
-0.25
52% |
-1.35
40% |
0.83
60% |
2.23
76% |
1.97
72% |
|
XLU
|
Utilities |
-0.39
42% |
-1.53
50% |
2.58
77% |
2.36
81% |
0.85
62% |
-0.08
50% |
0.70
64% |
0.25
64% |
-0.39
60% |
1.27
76% |
0.64
56% |
1.57
68% |
|
XLE
|
Energy |
0.84
48% |
1.61
63% |
2.21
68% |
3.56
70% |
1.34
55% |
-0.39
46% |
0.42
64% |
0.09
59% |
-0.10
51% |
0.33
51% |
0.27
51% |
1.48
69% |
| Last Update: 30 June 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
