Asset Class Seasonality

Did you know that in April the best Asset Class to invest in is Latin America? It achieved an average return of 2.38% and the investment turned out to be profitable 61% of the time.

On the other side, in April the worst asset class is US Long Term Treasuries, with an average return of 0.15% and profitable 63% 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
1.42
50%
0.58
50%
1.44
65%
2.38
61%
-0.46
52%
0.26
58%
1.62
64%
-1.16
52%
-0.64
58%
0.69
59%
1.27
47%
3.11
65%
VGK
Europe
0.55
54%
0.55
55%
1.08
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%
2.51
71%
EEM
Emerging Markets
1.92
56%
0.19
52%
-0.06
52%
2.18
65%
0.23
51%
0.57
58%
1.27
55%
-0.26
52%
-0.79
51%
0.65
59%
1.45
56%
2.78
61%
EFA
EAFE Stocks
0.64
52%
0.52
61%
1.19
66%
2.17
73%
0.07
47%
0.03
45%
1.06
65%
0.03
55%
-0.66
56%
0.72
55%
1.51
67%
2.01
71%
VPL
Pacific
0.82
52%
0.63
64%
1.44
61%
1.89
67%
0.04
47%
0.38
56%
0.88
55%
0.18
49%
-0.22
56%
0.60
53%
1.35
71%
1.62
60%
QQQ
US Technology
2.98
69%
0.47
51%
0.80
64%
1.72
63%
1.54
63%
0.73
54%
1.19
61%
0.55
56%
-0.79
52%
1.31
57%
2.46
70%
1.52
56%
IJR
US Small Cap
2.03
63%
0.82
59%
0.82
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%
1.97
76%
VT
World All Countries
1.16
58%
0.44
52%
1.02
66%
1.44
67%
0.75
58%
0.46
56%
1.07
61%
0.27
60%
-0.69
51%
0.90
56%
2.00
73%
1.55
71%
SPY
US Large Cap
1.54
66%
0.33
55%
0.55
63%
1.37
64%
0.24
58%
0.62
56%
1.48
60%
1.19
66%
-0.22
55%
0.57
55%
1.20
63%
1.24
68%
CWB
US Convertible Bonds
1.68
73%
0.84
63%
0.50
65%
1.35
67%
1.04
72%
0.42
56%
0.88
55%
0.59
67%
-0.58
50%
-0.24
65%
1.53
70%
1.76
70%
VTI
US Total Stock Market
1.59
66%
0.38
56%
0.51
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%
1.29
69%
VNQ
US REITs
1.53
63%
-0.19
51%
0.80
66%
1.32
58%
-0.51
53%
1.28
61%
2.14
72%
0.89
55%
-0.70
44%
-0.39
48%
0.56
53%
2.00
70%
HYG
US High Yield Bonds
1.04
74%
0.49
70%
0.17
60%
1.18
76%
0.40
67%
0.49
72%
1.09
83%
0.31
70%
-0.23
59%
0.33
65%
1.02
74%
1.27
78%
PFF
US Preferred Stocks
1.50
76%
0.02
76%
0.67
79%
1.11
73%
1.16
61%
0.37
67%
1.10
67%
0.75
76%
-0.80
48%
0.10
52%
0.15
64%
0.88
64%
EMB
Emerg. Market Bonds
0.66
63%
0.37
63%
0.25
61%
1.11
78%
0.61
58%
0.65
68%
1.20
78%
0.54
68%
0.26
58%
0.34
65%
1.51
63%
2.23
85%
DBC
Commodities
0.18
55%
0.22
81%
0.48
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%
0.25
82%
GLD
Gold
1.04
70%
0.40
84%
0.02
81%
0.33
83%
0.37
81%
-0.06
80%
0.26
84%
0.28
84%
0.47
83%
0.08
81%
0.24
84%
0.46
83%
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%
LQD
US Invest. Grade Bonds
0.29
67%
0.33
71%
0.32
68%
0.32
68%
0.45
68%
0.48
69%
0.24
61%
0.26
61%
0.29
64%
0.43
67%
0.69
72%
0.59
67%
BND
US Total Bond Market
0.31
68%
0.35
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%
0.47
69%
TIP
US TIPS
0.95
80%
0.30
59%
0.22
54%
0.22
63%
0.73
65%
0.75
68%
0.87
73%
0.63
63%
0.15
60%
0.53
68%
0.69
77%
0.67
60%
BNDX
International Bonds
0.55
68%
0.31
68%
0.24
63%
0.16
62%
0.51
68%
0.47
63%
0.96
78%
0.62
73%
0.42
68%
0.66
75%
0.57
73%
1.00
65%
TLT
US Long Term Treasuries
0.28
64%
0.34
67%
0.37
68%
0.15
63%
0.53
66%
0.62
66%
0.16
57%
0.49
59%
0.33
66%
0.27
62%
0.88
74%
0.53
64%
Last Update: 31 March 2025
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
BNO
Brent Oil
0.29
55%
0.65
57%
0.87
55%
3.08
67%
1.41
47%
0.81
53%
0.70
58%
2.35
56%
1.76
56%
-1.65
51%
-2.17
44%
-0.50
51%
UNG
Natural Gas
-4.23
35%
-2.01
40%
2.47
60%
2.75
64%
1.46
51%
-0.09
40%
-1.43
38%
1.88
56%
6.74
57%
3.29
56%
-1.75
43%
-5.80
29%
USO
WTI Crude Oil
-0.36
51%
-0.21
55%
1.59
67%
2.12
60%
0.75
45%
1.07
52%
0.40
66%
1.98
52%
1.39
50%
-2.02
43%
-2.99
33%
0.23
55%
CPER
Copper
-0.10
51%
2.52
62%
1.56
57%
1.65
47%
-1.23
50%
-0.29
56%
2.46
69%
-0.13
47%
-0.94
46%
-0.08
41%
1.49
49%
0.53
54%
SLV
Silver
2.71
63%
0.48
44%
1.72
51%
1.04
38%
0.19
55%
-2.09
31%
2.35
59%
0.00
40%
-0.32
57%
-0.28
48%
1.11
39%
0.71
49%
PALL
Palladium
3.28
71%
2.84
59%
1.81
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%
2.46
56%
GLD
Gold
1.04
70%
0.40
84%
0.02
81%
0.33
83%
0.37
81%
-0.06
80%
0.26
84%
0.28
84%
0.47
83%
0.08
81%
0.24
84%
0.46
83%
PPLT
Platinum
2.49
61%
2.69
58%
-0.70
46%
-0.20
46%
1.01
58%
-0.75
35%
0.59
56%
0.34
46%
-0.98
42%
-0.09
51%
0.88
52%
0.53
52%
Last Update: 31 March 2025
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
XLE
Energy
0.88
49%
1.67
63%
2.24
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%
1.21
68%
XLB
Materials
-1.22
41%
1.01
59%
1.58
67%
3.06
69%
0.12
62%
-0.76
42%
1.59
54%
-0.41
42%
-2.43
42%
1.91
58%
3.59
81%
1.64
65%
XLF
Financials
-0.10
56%
-0.87
52%
0.99
44%
2.72
65%
0.21
58%
-1.18
35%
1.96
69%
0.14
50%
-1.22
42%
2.20
69%
2.05
65%
1.11
69%
XLI
Industrials
-0.69
44%
0.27
56%
1.37
67%
2.56
62%
0.41
62%
-0.65
42%
1.60
73%
0.26
62%
-1.18
50%
1.17
58%
3.62
81%
1.28
69%
XLY
Consumer Discretionary
0.58
48%
-0.28
48%
1.56
56%
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
77%
XLC
Communication Services
0.46
52%
-0.17
43%
1.38
71%
2.14
65%
1.11
55%
0.76
65%
2.19
75%
-0.39
30%
-0.64
55%
-0.53
50%
1.82
60%
1.33
70%
XLRE
Real Estate
0.32
56%
-0.56
53%
1.90
69%
2.06
55%
0.71
65%
0.59
65%
2.31
84%
0.43
55%
-0.45
48%
-0.53
42%
1.00
61%
2.74
77%
XLU
Utilities
-0.14
47%
-1.44
50%
1.90
69%
1.88
74%
0.86
61%
0.13
52%
0.65
63%
0.44
63%
0.33
63%
1.07
72%
0.73
59%
1.44
66%
XLV
Healthcare
1.96
71%
0.79
66%
1.29
66%
1.52
63%
1.73
75%
0.89
60%
1.58
68%
-0.09
58%
-0.68
40%
0.57
63%
2.09
73%
2.10
75%
SPY
[Benchmark] S&P 500
1.54
66%
0.33
55%
0.55
63%
1.37
64%
0.24
58%
0.62
56%
1.48
60%
1.19
66%
-0.22
55%
0.57
55%
1.20
63%
1.24
68%
XLP
Consumer Staples
-0.41
52%
0.37
59%
1.11
63%
1.35
65%
0.93
65%
0.16
48%
0.93
59%
0.00
56%
-0.08
50%
2.16
66%
2.19
75%
0.78
72%
XLK
Information Technology
1.11
52%
-0.81
56%
1.49
67%
1.17
62%
1.18
62%
0.66
50%
1.55
65%
0.77
58%
-2.34
46%
2.77
65%
2.96
77%
0.35
54%
Last Update: 31 March 2025
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