Did you know that in December the best Asset Class to invest in is Latin America? It achieved an average return of 3.38% and the investment turned out to be profitable 67% of the time.
On the other side, in December the worst asset class is Commodities, with an average return of 0.24% and profitable 82% 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 ▾ | |
|
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% |
0.69
59% |
1.27
47% |
3.38
67% |
|
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% |
0.65
59% |
1.45
56% |
2.87
63% |
|
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% |
0.74
56% |
1.65
64% |
2.60
72% |
|
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% |
0.34
65% |
1.51
63% |
2.35
87% |
|
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% |
2.11
71% |
|
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% |
0.72
55% |
1.51
67% |
2.10
72% |
|
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% |
0.04
55% |
1.67
66% |
2.08
76% |
|
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% |
-0.24
65% |
1.53
70% |
1.91
72% |
|
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% |
0.60
53% |
1.35
71% |
1.72
61% |
|
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% |
0.90
56% |
2.00
73% |
1.63
72% |
|
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% |
1.31
57% |
2.46
70% |
1.54
55% |
|
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% |
0.47
54% |
1.22
62% |
1.32
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% |
-0.25
59% |
0.33
65% |
1.02
74% |
1.32
80% |
|
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% |
0.57
55% |
1.20
63% |
1.26
68% |
|
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% |
1.05
67% |
|
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% |
0.10
52% |
0.15
64% |
1.02
66% |
|
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% |
0.53
68% |
0.69
77% |
0.73
62% |
|
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% |
0.61
67% |
|
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% |
0.27
62% |
0.88
74% |
0.58
64% |
|
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% |
0.48
69% |
|
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% |
0.08
81% |
0.24
84% |
0.47
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% |
0.33
95% |
0.33
97% |
|
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% |
-0.09
82% |
0.24
82% |
| Last Update: 30 November 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 ▾ | |
|
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% |
0.52
56% |
0.22
49% |
2.71
58% |
|
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% |
-0.28
48% |
1.11
39% |
0.86
50% |
|
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% |
-0.09
51% |
0.88
52% |
0.63
53% |
|
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% |
-0.08
41% |
1.49
49% |
0.62
56% |
|
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% |
0.08
81% |
0.24
84% |
0.47
84% |
|
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% |
-2.02
43% |
-2.99
33% |
0.10
54% |
|
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% |
-1.65
51% |
-2.17
44% |
-0.59
50% |
|
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% |
3.29
56% |
-1.75
43% |
-6.46
26% |
| Last Update: 30 November 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 ▾ | |
|
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% |
-0.53
42% |
1.00
61% |
3.12
80% |
|
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% |
1.91
58% |
3.59
81% |
2.14
68% |
|
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% |
0.62
58% |
2.16
77% |
1.97
72% |
|
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% |
1.17
58% |
3.62
81% |
1.65
72% |
|
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% |
1.18
73% |
0.76
58% |
1.57
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% |
0.34
53% |
0.46
53% |
1.48
69% |
|
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% |
-0.53
50% |
1.82
60% |
1.47
74% |
|
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% |
2.20
69% |
2.05
65% |
1.37
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% |
0.57
55% |
1.20
63% |
1.26
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% |
1.59
58% |
3.10
81% |
1.16
76% |
|
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% |
1.63
62% |
1.92
73% |
0.82
68% |
|
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% |
2.77
65% |
2.96
77% |
0.38
56% |
| Last Update: 30 November 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
