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.
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% |
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.
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% |
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.
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% |
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