Did you know that in January the best Asset Class to invest in is US Technology? It achieved an average return of 2.99% and the investment turned out to be profitable 69% of the time.
On the other side, in January the worst asset class is Commodities, with an average return of 0.17% and profitable 55% 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% |
2.46
70% |
1.52
56% |
|
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% |
1.97
76% |
|
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% |
2.78
61% |
|
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% |
1.76
70% |
|
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% |
1.29
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% |
1.20
63% |
1.24
68% |
|
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% |
2.00
70% |
|
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% |
0.88
64% |
|
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% |
3.11
65% |
|
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% |
1.55
71% |
|
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% |
0.33
65% |
1.02
74% |
1.27
78% |
|
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% |
0.46
83% |
|
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% |
0.67
60% |
|
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% |
1.62
60% |
|
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% |
2.23
85% |
|
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% |
2.01
71% |
|
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% |
1.00
65% |
|
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% |
2.51
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% |
|
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% |
0.47
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% |
0.43
67% |
0.69
72% |
0.59
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% |
0.53
64% |
|
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% |
0.25
82% |
| Last Update: 31 December 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
Readings that may interest you
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% |
2.46
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% |
1.11
39% |
0.71
49% |
|
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% |
0.53
52% |
|
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% |
0.46
83% |
|
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% |
-0.50
51% |
|
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% |
0.53
54% |
|
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% |
0.23
55% |
|
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% |
-5.80
29% |
| Last Update: 31 December 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 | |
|
XLV
|
Healthcare |
1.84
70% |
0.78
65% |
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% |
|
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% |
1.24
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% |
0.35
54% |
|
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% |
1.21
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
77% |
|
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% |
2.74
77% |
|
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% |
1.33
70% |
|
XLU
|
Utilities |
-0.24
45% |
-1.55
48% |
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% |
|
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% |
1.11
69% |
|
XLP
|
Consumer Staples |
-0.44
50% |
0.22
58% |
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% |
|
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% |
1.28
69% |
|
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% |
1.64
65% |
| Last Update: 31 December 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
