Asset Class Seasonality

Did you know that in June the best Asset Class to invest in is US Small Cap? It achieved an average return of 1.36% and the investment turned out to be profitable 64% of the time.

On the other side, in June the worst asset class is Gold, with an average return of -0.06% and profitable 80% 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
IJR
US Small Cap
2.02
62%
0.89
59%
0.90
66%
1.53
63%
0.46
60%
1.36
64%
1.80
61%
1.10
60%
-0.71
52%
0.06
56%
1.57
66%
2.08
76%
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%
TIP
TIPS
0.94
80%
0.25
58%
0.21
53%
0.22
63%
0.73
65%
0.75
67%
0.84
72%
0.63
62%
0.12
59%
0.59
69%
0.70
76%
0.73
62%
EMB
Emerg. Market Bonds
0.64
63%
0.33
63%
0.28
63%
1.11
78%
0.61
58%
0.67
69%
1.16
77%
0.50
67%
0.22
56%
0.41
67%
1.50
62%
2.35
87%
VTI
US Total Stock Market
1.58
66%
0.40
56%
0.56
62%
1.34
66%
0.22
57%
0.65
56%
1.46
59%
1.20
65%
-0.21
56%
0.48
54%
1.18
62%
1.32
69%
QQQ
US Technology
2.99
69%
0.53
52%
0.95
65%
1.72
63%
1.54
63%
0.63
53%
1.24
62%
0.54
55%
-0.85
51%
1.35
58%
2.41
70%
1.54
55%
TLT
Long Term Treasuries
0.28
63%
0.31
66%
0.38
69%
0.15
63%
0.53
66%
0.61
66%
0.14
57%
0.48
59%
0.32
65%
0.30
63%
0.87
74%
0.58
64%
SPY
US Large Cap
1.53
66%
0.34
55%
0.59
64%
1.37
64%
0.24
58%
0.61
56%
1.49
60%
1.18
66%
-0.23
55%
0.58
56%
1.17
63%
1.26
68%
EEM
Emerging Markets
1.91
55%
0.17
51%
-0.08
51%
2.18
65%
0.23
51%
0.53
57%
1.27
54%
-0.28
51%
-0.93
50%
0.73
60%
1.53
57%
2.87
63%
HYG
High Yield Bonds
1.04
74%
0.48
70%
0.20
61%
1.18
76%
0.40
67%
0.49
71%
1.07
82%
0.29
69%
-0.29
58%
0.36
67%
1.00
73%
1.32
80%
FLLA
Latin America
1.18
48%
0.62
52%
1.30
64%
2.38
61%
-0.46
52%
0.48
59%
1.65
63%
-1.28
50%
-0.69
56%
0.92
61%
1.45
48%
3.38
67%
LQD
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%
BNDX
International Bonds
0.55
68%
0.30
68%
0.28
65%
0.16
62%
0.51
68%
0.47
62%
0.93
77%
0.62
72%
0.40
67%
0.69
77%
0.55
72%
1.05
67%
CWB
US Convertible Bonds
1.64
72%
0.89
64%
0.59
67%
1.35
67%
1.04
72%
0.42
55%
0.84
54%
0.57
66%
-0.68
49%
-0.25
64%
1.39
69%
1.91
72%
BND
US Total Bond Market
0.31
68%
0.34
71%
0.37
72%
0.31
68%
0.44
70%
0.40
69%
0.16
60%
0.26
61%
0.37
68%
0.38
69%
0.66
73%
0.48
69%
VPL
Pacific
0.80
51%
0.63
64%
1.47
62%
1.89
67%
0.04
47%
0.39
56%
0.84
54%
0.16
48%
-0.25
55%
0.71
54%
1.34
70%
1.72
61%
PFF
Preferred Stocks
1.51
76%
0.00
76%
0.78
82%
1.11
73%
1.16
61%
0.39
69%
1.10
66%
0.69
75%
-0.93
47%
0.13
53%
0.13
63%
1.02
66%
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%
VT
World All Countries
0.83
56%
0.58
55%
0.93
62%
1.58
71%
0.37
55%
0.30
48%
1.12
62%
0.01
56%
-0.85
52%
1.06
59%
1.72
70%
1.87
74%
VGK
Europe
0.44
53%
0.49
54%
1.09
71%
2.30
71%
-0.04
55%
0.18
50%
1.33
63%
-0.06
53%
-0.87
54%
0.86
57%
1.72
65%
2.60
72%
DBC
Commodities
0.17
55%
0.22
81%
0.47
86%
0.67
88%
0.20
81%
0.09
82%
0.40
86%
0.61
86%
0.39
86%
-0.02
83%
-0.07
83%
0.24
82%
EFA
EAFE Stocks
0.56
51%
0.48
60%
1.21
65%
2.17
73%
0.07
47%
0.06
46%
1.04
65%
-0.03
54%
-0.69
56%
0.83
56%
1.54
69%
2.10
72%
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%
Last Update: 31 May 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
USO
WTI Crude Oil
-0.45
50%
-0.13
56%
1.56
66%
2.12
60%
0.75
45%
0.94
51%
0.47
68%
2.14
54%
1.57
51%
-2.18
41%
-3.01
34%
0.10
54%
BNO
Brent Oil
0.20
53%
0.74
58%
0.82
53%
3.08
67%
1.41
47%
0.69
52%
0.78
60%
2.51
57%
1.93
57%
-1.79
50%
-2.19
45%
-0.59
50%
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%
-0.06
41%
-0.82
39%
1.97
58%
6.29
56%
4.04
58%
-2.20
41%
-6.46
26%
CPER
Copper
-0.29
50%
2.43
61%
1.29
56%
1.65
47%
-1.23
50%
-0.17
57%
2.63
71%
-0.15
46%
-1.19
44%
0.02
42%
1.69
50%
0.62
56%
PPLT
Platinum
2.39
61%
2.81
59%
-0.82
45%
-0.20
46%
1.01
58%
-0.69
36%
0.63
57%
0.43
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%
-0.98
41%
2.33
66%
-0.93
38%
-1.13
63%
0.22
55%
0.53
50%
2.71
58%
SLV
Silver
2.58
62%
0.51
45%
1.54
50%
1.04
38%
0.19
55%
-2.04
32%
2.42
60%
0.01
40%
-0.52
56%
-0.40
46%
1.29
40%
0.86
50%
Last Update: 31 May 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%
0.63
63%
2.30
74%
-0.51
26%
-0.88
53%
-0.66
47%
1.55
58%
1.47
74%
SPY
[Benchmark] S&P 500
1.53
66%
0.34
55%
0.59
64%
1.37
64%
0.24
58%
0.61
56%
1.49
60%
1.18
66%
-0.23
55%
0.58
56%
1.17
63%
1.26
68%
XLV
Healthcare
0.76
62%
-0.40
54%
1.35
65%
1.55
58%
0.69
69%
0.55
52%
1.24
64%
-0.25
52%
-1.35
40%
0.83
60%
2.23
76%
1.97
72%
XLRE
Real Estate
0.27
55%
-0.71
52%
2.04
71%
2.06
55%
0.71
65%
0.54
63%
2.15
83%
0.25
53%
-0.57
47%
-0.44
43%
0.90
60%
3.12
80%
XLK
Information Technology
1.18
54%
-0.75
58%
1.87
69%
1.17
62%
1.18
62%
0.37
48%
1.74
68%
0.77
56%
-2.54
44%
2.94
68%
2.87
76%
0.38
56%
XLU
Utilities
-0.39
42%
-1.53
50%
2.58
77%
2.36
81%
0.85
62%
0.14
52%
0.70
64%
0.25
64%
-0.39
60%
1.27
76%
0.64
56%
1.57
68%
XLY
Consumer Discretionary
0.47
46%
-0.02
50%
1.94
58%
2.38
65%
-0.08
58%
-0.19
52%
1.77
68%
-0.10
44%
-1.24
40%
1.72
60%
2.71
80%
1.16
76%
XLP
Consumer Staples
-0.87
44%
-0.28
54%
1.55
69%
1.23
65%
0.53
62%
-0.19
44%
1.27
64%
0.25
60%
-0.73
44%
1.83
64%
1.84
72%
0.82
68%
XLE
Energy
0.84
48%
1.61
63%
2.21
68%
3.56
70%
1.34
55%
-0.37
47%
0.42
64%
0.09
59%
-0.10
51%
0.33
51%
0.27
51%
1.48
69%
XLI
Industrials
-0.91
42%
0.34
58%
1.56
69%
2.56
62%
0.41
62%
-0.64
44%
1.47
72%
0.16
60%
-1.36
48%
1.27
60%
3.47
80%
1.65
72%
XLB
Materials
-1.48
38%
1.05
62%
1.74
69%
3.06
69%
0.12
62%
-0.67
44%
1.48
52%
-0.52
40%
-2.64
40%
2.11
60%
3.68
80%
2.14
68%
XLF
Financials
-0.35
54%
-0.95
50%
1.19
46%
2.72
65%
0.21
58%
-1.19
36%
1.78
68%
-0.04
48%
-1.24
44%
2.19
68%
1.72
64%
1.37
72%
Last Update: 31 May 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