Asset Class Seasonality

Did you know that in November the best Asset Class to invest in is US Technology? It achieved an average return of 2.41% and the investment turned out to be profitable 70% of the time.

On the other side, in November the worst asset class is Commodities, with an average return of -0.07% and profitable 83% 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%
1.31
57%
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%
0.90
56%
1.96
72%
1.63
72%
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%
1.72
65%
2.60
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%
1.57
66%
2.08
76%
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%
1.54
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%
0.65
59%
1.53
57%
2.87
63%
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%
1.50
62%
2.35
87%
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%
1.45
48%
3.38
67%
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%
1.39
69%
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%
1.34
70%
1.72
61%
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%
1.18
62%
1.32
69%
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%
1.17
63%
1.26
68%
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%
1.00
73%
1.32
80%
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%
0.87
74%
0.58
64%
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%
0.70
76%
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%
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%
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%
0.55
72%
1.05
67%
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%
0.52
52%
2.11
71%
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%
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%
0.26
84%
0.47
84%
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%
0.13
63%
1.02
66%
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%
Last Update: 31 October 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
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%
1.69
50%
0.62
56%
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%
1.29
40%
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%
0.97
53%
0.63
53%
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%
0.53
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%
0.08
81%
0.26
84%
0.47
84%
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%
-2.19
45%
-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%
-2.20
41%
-6.46
26%
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%
-3.01
34%
0.10
54%
Last Update: 31 October 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
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%
3.68
80%
2.14
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%
1.17
58%
3.47
80%
1.65
72%
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%
2.87
76%
0.38
56%
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%
2.71
80%
1.16
76%
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%
2.23
76%
1.97
72%
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%
1.84
72%
0.82
68%
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%
1.72
64%
1.37
72%
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%
1.55
58%
1.47
74%
SPY
[Benchmark] S&P 500
1.53
66%
0.34
55%
0.59
64%
1.37
64%
0.24
58%
0.62
56%
1.48
60%
1.19
66%
-0.22
55%
0.57
55%
1.17
63%
1.26
68%
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%
0.90
60%
3.12
80%
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%
0.64
56%
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%
0.27
51%
1.48
69%
Last Update: 31 October 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