Asset Class Seasonality

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

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