Asset Class Seasonality

Did you know that in March the best Asset Class to invest in is Pacific? It achieved an average return of 1.47% and the investment turned out to be profitable 62% of the time.

On the other side, in March the worst asset class is Emerging Markets, with an average return of -0.08% and profitable 51% 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
VPL
Pacific
0.82
52%
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%
1.62
60%
FLLA
Latin America
1.42
50%
0.58
50%
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%
3.11
65%
EFA
EAFE Stocks
0.64
52%
0.52
61%
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%
2.01
71%
VT
World All Countries
1.16
58%
0.44
52%
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%
1.55
71%
VGK
Europe
0.55
54%
0.55
55%
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%
2.51
71%
QQQ
US Technology
2.98
69%
0.47
51%
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%
1.52
56%
IJR
US Small Cap
2.03
63%
0.82
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%
1.97
76%
VNQ
US REITs
1.53
63%
-0.19
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%
2.00
70%
PFF
US Preferred Stocks
1.50
76%
0.02
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%
0.88
64%
SPY
US Large Cap
1.54
66%
0.33
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%
1.24
68%
CWB
US Convertible Bonds
1.68
73%
0.84
63%
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%
1.76
70%
VTI
US Total Stock Market
1.59
66%
0.38
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%
1.29
69%
DBC
Commodities
0.18
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%
0.25
82%
TLT
US Long Term Treasuries
0.28
64%
0.34
67%
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%
0.53
64%
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%
LQD
US Invest. Grade Bonds
0.29
67%
0.33
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%
0.59
67%
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%
EMB
Emerg. Market Bonds
0.66
63%
0.37
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%
2.23
85%
BNDX
International Bonds
0.55
68%
0.31
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%
1.00
65%
TIP
US TIPS
0.95
80%
0.30
59%
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%
0.67
60%
HYG
US High Yield Bonds
1.04
74%
0.49
70%
0.20
61%
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%
GLD
Gold
1.04
70%
0.40
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%
0.46
83%
EEM
Emerging Markets
1.92
56%
0.19
52%
-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%
2.78
61%
Last Update: 28 February 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
UNG
Natural Gas
-4.23
35%
-2.01
40%
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%
-5.80
29%
PALL
Palladium
3.28
71%
2.84
59%
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%
2.46
56%
USO
WTI Crude Oil
-0.36
51%
-0.21
55%
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%
0.23
55%
SLV
Silver
2.71
63%
0.48
44%
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%
0.71
49%
CPER
Copper
-0.10
51%
2.52
62%
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%
0.53
54%
BNO
Brent Oil
0.29
55%
0.65
57%
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%
-0.50
51%
GLD
Gold
1.04
70%
0.40
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%
0.46
83%
PPLT
Platinum
2.49
61%
2.69
58%
-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%
0.53
52%
Last Update: 28 February 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%
2.21
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%
1.21
68%
XLRE
Real Estate
0.32
56%
-0.56
53%
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%
2.74
77%
XLU
Utilities
-0.14
47%
-1.44
50%
1.96
68%
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%
XLY
Consumer Discretionary
0.58
48%
-0.28
48%
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
77%
XLK
Information Technology
1.11
52%
-0.81
56%
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%
0.35
54%
XLB
Materials
-1.22
41%
1.01
59%
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%
1.64
65%
XLC
Communication Services
0.46
52%
-0.17
43%
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%
1.33
70%
XLI
Industrials
-0.69
44%
0.27
56%
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%
1.28
69%
XLV
Healthcare
1.96
71%
0.79
66%
1.36
68%
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%
XLF
Financials
-0.10
56%
-0.87
52%
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%
1.11
69%
XLP
Consumer Staples
-0.41
52%
0.37
59%
1.18
65%
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%
SPY
[Benchmark] S&P 500
1.54
66%
0.33
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%
1.24
68%
Last Update: 28 February 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