Did you know that in October the best Asset Class to invest in is US Technology? It achieved an average return of 1.35% and the investment turned out to be profitable 58% of the time.
On the other side, in October the worst asset class is US REITs, with an average return of -0.36% and profitable 49% 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 |
2.99
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% |
1.35
58% |
2.41
70% |
1.54
55% |
|
VT
|
World All Countries |
1.13
57% |
0.45
53% |
1.10
67% |
1.44
67% |
0.75
58% |
0.46
56% |
1.07
61% |
0.27
60% |
-0.69
51% |
0.96
57% |
1.96
72% |
1.63
72% |
|
FLLA
|
Latin America |
1.18
48% |
0.62
52% |
1.30
64% |
2.38
61% |
-0.46
52% |
0.26
58% |
1.62
64% |
-1.16
52% |
-0.64
58% |
0.92
61% |
1.45
48% |
3.38
67% |
|
VGK
|
Europe |
0.44
53% |
0.49
54% |
1.09
71% |
2.30
71% |
-0.04
55% |
0.12
49% |
1.35
64% |
0.01
54% |
-0.85
55% |
0.86
57% |
1.72
65% |
2.60
72% |
|
EFA
|
EAFE Stocks |
0.56
51% |
0.48
60% |
1.21
65% |
2.17
73% |
0.07
47% |
0.03
45% |
1.06
65% |
0.03
55% |
-0.66
56% |
0.83
56% |
1.54
69% |
2.10
72% |
|
EEM
|
Emerging Markets |
1.91
55% |
0.17
51% |
-0.08
51% |
2.18
65% |
0.23
51% |
0.57
58% |
1.27
55% |
-0.26
52% |
-0.79
51% |
0.73
60% |
1.53
57% |
2.87
63% |
|
VPL
|
Pacific |
0.80
51% |
0.63
64% |
1.47
62% |
1.89
67% |
0.04
47% |
0.38
56% |
0.88
55% |
0.18
49% |
-0.22
56% |
0.71
54% |
1.34
70% |
1.72
61% |
|
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% |
0.69
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% |
0.87
73% |
0.63
63% |
0.15
60% |
0.59
69% |
0.70
76% |
0.73
62% |
|
SPY
|
US Large Cap |
1.53
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% |
0.58
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
66% |
-0.20
56% |
0.48
54% |
1.18
62% |
1.32
69% |
|
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% |
0.46
67% |
0.69
72% |
0.61
67% |
|
EMB
|
Emerg. Market Bonds |
0.64
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% |
0.41
67% |
1.50
62% |
2.35
87% |
|
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% |
0.38
69% |
0.66
73% |
0.48
69% |
|
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% |
0.36
67% |
1.00
73% |
1.32
80% |
|
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% |
|
TLT
|
US Long Term Treasuries |
0.28
63% |
0.31
66% |
0.38
69% |
0.15
63% |
0.53
66% |
0.62
66% |
0.16
57% |
0.49
59% |
0.33
66% |
0.30
63% |
0.87
74% |
0.58
64% |
|
PFF
|
US Preferred Stocks |
1.51
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% |
0.13
53% |
0.13
63% |
1.02
66% |
|
IJR
|
US Small Cap |
2.02
62% |
0.89
59% |
0.90
66% |
1.53
63% |
0.46
60% |
1.32
63% |
1.90
61% |
1.08
59% |
-0.69
52% |
0.06
56% |
1.57
66% |
2.08
76% |
|
GLD
|
Gold |
1.00
69% |
0.39
84% |
-0.04
80% |
0.33
83% |
0.37
81% |
-0.06
80% |
0.26
84% |
0.28
84% |
0.47
83% |
0.05
80% |
0.26
84% |
0.47
84% |
|
DBC
|
Commodities |
0.17
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% |
-0.07
83% |
0.24
82% |
|
CWB
|
US Convertible Bonds |
1.64
72% |
0.89
64% |
0.59
67% |
1.35
67% |
1.04
72% |
0.42
56% |
0.88
55% |
0.59
67% |
-0.58
50% |
-0.25
64% |
1.39
69% |
1.91
72% |
|
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% |
-0.36
49% |
0.52
52% |
2.11
71% |
| Last Update: 30 September 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 | |
|
UNG
|
Natural Gas |
-4.25
36% |
-2.83
38% |
2.36
59% |
2.75
64% |
1.46
51% |
-0.09
40% |
-1.43
38% |
1.88
56% |
6.74
57% |
4.04
58% |
-2.20
41% |
-6.46
26% |
|
PALL
|
Palladium |
3.10
70% |
3.12
60% |
1.68
63% |
1.02
56% |
-1.98
33% |
-0.81
43% |
2.15
64% |
-0.79
39% |
-1.02
64% |
0.22
55% |
0.53
50% |
2.71
58% |
|
GLD
|
Gold |
1.00
69% |
0.39
84% |
-0.04
80% |
0.33
83% |
0.37
81% |
-0.06
80% |
0.26
84% |
0.28
84% |
0.47
83% |
0.05
80% |
0.26
84% |
0.47
84% |
|
CPER
|
Copper |
-0.29
50% |
2.43
61% |
1.29
56% |
1.65
47% |
-1.23
50% |
-0.29
56% |
2.46
69% |
-0.13
47% |
-0.94
46% |
0.02
42% |
1.69
50% |
0.62
56% |
|
PPLT
|
Platinum |
2.39
61% |
2.81
59% |
-0.82
45% |
-0.20
46% |
1.01
58% |
-0.75
35% |
0.59
56% |
0.34
46% |
-0.98
42% |
-0.12
50% |
0.97
53% |
0.63
53% |
|
SLV
|
Silver |
2.58
62% |
0.51
45% |
1.54
50% |
1.04
38% |
0.19
55% |
-2.09
31% |
2.35
59% |
0.00
40% |
-0.32
57% |
-0.40
46% |
1.29
40% |
0.86
50% |
|
BNO
|
Brent Oil |
0.20
53% |
0.74
58% |
0.82
53% |
3.08
67% |
1.41
47% |
0.81
53% |
0.70
58% |
2.35
56% |
1.76
56% |
-1.79
50% |
-2.19
45% |
-0.59
50% |
|
USO
|
WTI Crude Oil |
-0.45
50% |
-0.13
56% |
1.56
66% |
2.12
60% |
0.75
45% |
1.07
52% |
0.40
66% |
1.98
52% |
1.39
50% |
-2.18
41% |
-3.01
34% |
0.10
54% |
| Last Update: 30 September 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 | |
|
XLK
|
Information Technology |
1.18
54% |
-0.75
58% |
1.87
69% |
1.17
62% |
1.18
62% |
0.66
50% |
1.55
65% |
0.77
58% |
-2.34
46% |
2.94
68% |
2.87
76% |
0.38
56% |
|
XLF
|
Financials |
-0.35
54% |
-0.95
50% |
1.19
46% |
2.72
65% |
0.21
58% |
-1.18
35% |
1.96
69% |
0.14
50% |
-1.22
42% |
2.19
68% |
1.72
64% |
1.37
72% |
|
XLB
|
Materials |
-1.48
38% |
1.05
62% |
1.74
69% |
3.06
69% |
0.12
62% |
-0.76
42% |
1.59
54% |
-0.41
42% |
-2.43
42% |
2.11
60% |
3.68
80% |
2.14
68% |
|
XLP
|
Consumer Staples |
-0.87
44% |
-0.28
54% |
1.55
69% |
1.23
65% |
0.53
62% |
-0.20
42% |
1.28
65% |
0.47
62% |
-0.66
46% |
1.83
64% |
1.84
72% |
0.82
68% |
|
XLY
|
Consumer Discretionary |
0.47
46% |
-0.02
50% |
1.94
58% |
2.38
65% |
-0.08
58% |
-0.03
54% |
1.81
69% |
-0.10
42% |
-0.91
42% |
1.72
60% |
2.71
80% |
1.16
76% |
|
XLU
|
Utilities |
-0.39
42% |
-1.53
50% |
2.58
77% |
2.36
81% |
0.85
62% |
-0.08
50% |
0.93
65% |
0.42
65% |
-0.12
62% |
1.27
76% |
0.64
56% |
1.57
68% |
|
XLI
|
Industrials |
-0.91
42% |
0.34
58% |
1.56
69% |
2.56
62% |
0.41
62% |
-0.65
42% |
1.60
73% |
0.26
62% |
-1.18
50% |
1.27
60% |
3.47
80% |
1.65
72% |
|
XLV
|
Healthcare |
0.76
62% |
-0.40
54% |
1.35
65% |
1.55
58% |
0.69
69% |
0.60
54% |
1.30
65% |
-0.04
54% |
-1.37
38% |
0.83
60% |
2.23
76% |
1.97
72% |
|
SPY
|
[Benchmark] S&P 500 |
1.53
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% |
0.58
56% |
1.17
63% |
1.26
68% |
|
XLE
|
Energy |
0.84
48% |
1.61
63% |
2.21
68% |
3.56
70% |
1.34
55% |
-0.39
46% |
0.46
65% |
0.03
58% |
-0.17
50% |
0.33
51% |
0.27
51% |
1.48
69% |
|
XLRE
|
Real Estate |
0.27
55% |
-0.71
52% |
2.04
71% |
2.06
55% |
0.71
65% |
0.59
65% |
2.31
84% |
0.43
55% |
-0.45
48% |
-0.44
43% |
0.90
60% |
3.12
80% |
|
XLC
|
Communication Services |
0.19
50% |
-0.16
45% |
1.70
75% |
2.14
65% |
1.11
55% |
0.76
65% |
2.19
75% |
-0.39
30% |
-0.64
55% |
-0.66
47% |
1.55
58% |
1.47
74% |
| Last Update: 30 September 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
