Asset Class Seasonality

Did you know that in February the best Asset Class to invest in is US Convertible Bonds? It achieved an average return of 0.89% and the investment turned out to be profitable 64% of the time.

On the other side, in February the worst asset class is US REITs, with an average return of -0.23% and profitable 51% 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
CWB
US Convertible Bonds
1.68
73%
0.89
64%
0.59
67%
1.35
67%
1.04
72%
0.42
56%
0.88
55%
0.59
67%
-0.58
50%
-0.24
65%
1.53
70%
1.76
70%
IJR
US Small Cap
2.03
63%
0.89
59%
0.90
66%
1.53
63%
0.46
60%
1.32
63%
1.90
61%
1.08
59%
-0.69
52%
0.04
55%
1.67
66%
1.97
76%
VPL
Pacific
0.82
52%
0.63
64%
1.47
62%
1.89
67%
0.04
47%
0.38
56%
0.88
55%
0.18
49%
-0.22
56%
0.60
53%
1.35
71%
1.62
60%
FLLA
Latin America
1.42
50%
0.62
52%
1.30
64%
2.38
61%
-0.46
52%
0.26
58%
1.62
64%
-1.16
52%
-0.64
58%
0.69
59%
1.27
47%
3.11
65%
QQQ
US Technology
2.98
69%
0.53
52%
0.95
65%
1.72
63%
1.54
63%
0.73
54%
1.19
61%
0.55
56%
-0.79
52%
1.31
57%
2.46
70%
1.52
56%
VGK
Europe
0.55
54%
0.49
54%
1.09
71%
2.30
71%
-0.04
55%
0.12
49%
1.35
64%
0.01
54%
-0.85
55%
0.74
56%
1.65
64%
2.51
71%
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%
-0.23
59%
0.33
65%
1.02
74%
1.27
78%
EFA
EAFE Stocks
0.64
52%
0.48
60%
1.21
65%
2.17
73%
0.07
47%
0.03
45%
1.06
65%
0.03
55%
-0.66
56%
0.72
55%
1.51
67%
2.01
71%
VT
World All Countries
1.16
58%
0.45
53%
1.10
67%
1.44
67%
0.75
58%
0.46
56%
1.07
61%
0.27
60%
-0.69
51%
0.90
56%
2.00
73%
1.55
71%
VTI
US Total Stock Market
1.59
66%
0.40
56%
0.56
62%
1.34
66%
0.22
57%
0.66
56%
1.46
59%
1.20
66%
-0.20
56%
0.47
54%
1.22
62%
1.29
69%
GLD
Gold
1.04
70%
0.39
84%
-0.04
80%
0.33
83%
0.37
81%
-0.06
80%
0.26
84%
0.28
84%
0.47
83%
0.08
81%
0.24
84%
0.46
83%
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%
0.36
68%
0.66
73%
0.47
69%
SPY
US Large Cap
1.54
66%
0.34
55%
0.59
64%
1.37
64%
0.24
58%
0.62
56%
1.48
60%
1.19
66%
-0.22
55%
0.57
55%
1.20
63%
1.24
68%
EMB
Emerg. Market Bonds
0.66
63%
0.33
63%
0.28
63%
1.11
78%
0.61
58%
0.65
68%
1.20
78%
0.54
68%
0.26
58%
0.34
65%
1.51
63%
2.23
85%
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%
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%
0.29
64%
0.43
67%
0.69
72%
0.59
67%
TLT
US Long Term Treasuries
0.28
64%
0.31
66%
0.38
69%
0.15
63%
0.53
66%
0.62
66%
0.16
57%
0.49
59%
0.33
66%
0.27
62%
0.88
74%
0.53
64%
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%
0.42
68%
0.66
75%
0.57
73%
1.00
65%
TIP
US TIPS
0.95
80%
0.25
58%
0.21
53%
0.22
63%
0.73
65%
0.75
68%
0.87
73%
0.63
63%
0.15
60%
0.53
68%
0.69
77%
0.67
60%
DBC
Commodities
0.18
55%
0.22
81%
0.47
86%
0.67
88%
0.20
81%
0.09
81%
0.38
86%
0.59
86%
0.40
86%
-0.02
83%
-0.09
82%
0.25
82%
EEM
Emerging Markets
1.92
56%
0.17
51%
-0.08
51%
2.18
65%
0.23
51%
0.57
58%
1.27
55%
-0.26
52%
-0.79
51%
0.65
59%
1.45
56%
2.78
61%
PFF
US Preferred Stocks
1.50
76%
0.00
76%
0.78
82%
1.11
73%
1.16
61%
0.37
67%
1.10
67%
0.75
76%
-0.80
48%
0.10
52%
0.15
64%
0.88
64%
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%
-0.70
44%
-0.39
48%
0.56
53%
2.00
70%
Last Update: 31 January 2025
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
PALL
Palladium
3.28
71%
3.12
60%
1.68
63%
1.02
56%
-1.98
33%
-0.81
43%
2.15
64%
-0.79
39%
-1.02
64%
0.52
56%
0.22
49%
2.46
56%
PPLT
Platinum
2.49
61%
2.81
59%
-0.82
45%
-0.20
46%
1.01
58%
-0.75
35%
0.59
56%
0.34
46%
-0.98
42%
-0.09
51%
0.88
52%
0.53
52%
CPER
Copper
-0.10
51%
2.43
61%
1.29
56%
1.65
47%
-1.23
50%
-0.29
56%
2.46
69%
-0.13
47%
-0.94
46%
-0.08
41%
1.49
49%
0.53
54%
BNO
Brent Oil
0.29
55%
0.74
58%
0.82
53%
3.08
67%
1.41
47%
0.81
53%
0.70
58%
2.35
56%
1.76
56%
-1.65
51%
-2.17
44%
-0.50
51%
SLV
Silver
2.71
63%
0.51
45%
1.54
50%
1.04
38%
0.19
55%
-2.09
31%
2.35
59%
0.00
40%
-0.32
57%
-0.28
48%
1.11
39%
0.71
49%
GLD
Gold
1.04
70%
0.39
84%
-0.04
80%
0.33
83%
0.37
81%
-0.06
80%
0.26
84%
0.28
84%
0.47
83%
0.08
81%
0.24
84%
0.46
83%
USO
WTI Crude Oil
-0.36
51%
-0.13
56%
1.56
66%
2.12
60%
0.75
45%
1.07
52%
0.40
66%
1.98
52%
1.39
50%
-2.02
43%
-2.99
33%
0.23
55%
UNG
Natural Gas
-4.23
35%
-2.83
38%
2.36
59%
2.75
64%
1.46
51%
-0.09
40%
-1.43
38%
1.88
56%
6.74
57%
3.29
56%
-1.75
43%
-5.80
29%
Last Update: 31 January 2025
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
0.88
49%
1.61
63%
2.21
68%
3.56
70%
1.34
55%
-0.39
46%
0.46
65%
0.03
58%
-0.17
50%
0.34
53%
0.46
53%
1.21
68%
XLB
Materials
-1.22
41%
1.05
62%
1.74
69%
3.06
69%
0.12
62%
-0.76
42%
1.59
54%
-0.41
42%
-2.43
42%
1.91
58%
3.59
81%
1.64
65%
XLV
Healthcare
1.96
71%
0.78
65%
1.36
68%
1.52
63%
1.73
75%
0.89
60%
1.58
68%
-0.09
58%
-0.68
40%
0.57
63%
2.09
73%
2.10
75%
SPY
[Benchmark] S&P 500
1.54
66%
0.34
55%
0.59
64%
1.37
64%
0.24
58%
0.62
56%
1.48
60%
1.19
66%
-0.22
55%
0.57
55%
1.20
63%
1.24
68%
XLI
Industrials
-0.69
44%
0.34
58%
1.56
69%
2.56
62%
0.41
62%
-0.65
42%
1.60
73%
0.26
62%
-1.18
50%
1.17
58%
3.62
81%
1.28
69%
XLP
Consumer Staples
-0.41
52%
0.22
58%
1.18
65%
1.35
65%
0.93
65%
0.16
48%
0.93
59%
0.00
56%
-0.08
50%
2.16
66%
2.19
75%
0.78
72%
XLY
Consumer Discretionary
0.58
48%
-0.02
50%
1.94
58%
2.38
65%
-0.08
58%
-0.03
54%
1.81
69%
-0.10
42%
-0.91
42%
1.59
58%
3.10
81%
1.16
77%
XLC
Communication Services
0.46
52%
-0.16
45%
1.70
75%
2.14
65%
1.11
55%
0.76
65%
2.19
75%
-0.39
30%
-0.64
55%
-0.53
50%
1.82
60%
1.33
70%
XLRE
Real Estate
0.32
56%
-0.71
52%
2.04
71%
2.06
55%
0.71
65%
0.59
65%
2.31
84%
0.43
55%
-0.45
48%
-0.53
42%
1.00
61%
2.74
77%
XLK
Information Technology
1.11
52%
-0.75
58%
1.87
69%
1.17
62%
1.18
62%
0.66
50%
1.55
65%
0.77
58%
-2.34
46%
2.77
65%
2.96
77%
0.35
54%
XLF
Financials
-0.10
56%
-0.95
50%
1.19
46%
2.72
65%
0.21
58%
-1.18
35%
1.96
69%
0.14
50%
-1.22
42%
2.20
69%
2.05
65%
1.11
69%
XLU
Utilities
-0.14
47%
-1.55
48%
1.96
68%
1.88
74%
0.86
61%
0.13
52%
0.65
63%
0.44
63%
0.33
63%
1.07
72%
0.73
59%
1.44
66%
Last Update: 31 January 2025
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