![](https://aiolux-shared.s3.us-east-2.amazonaws.com/aiolux-logo-mid.png)
Check out Investor Copilot custom GPT, which lets you enjoy ChatGPT functionality with recent financial information
Conversationally interact with ChatGPT to now analyze updated prices, technical indicators, financial statements, macro-economic/company news & more for Stocks, ETFs & Cryptos
Conversationally interact with ChatGPT to now analyze updated prices, technical indicators, financial statements, macro-economic/company news & more for Stocks, ETFs & Cryptos
Portfolio Seasonality for Stocks, Etfs & Crypto
Data updated 2024-Sep-06 (Friday)Does your portfolio perform seasonally? Customize stock/etf/cryptos & quantities to instantly analyze seasonality effects on portfolio and identify strengths/weaknesses
Chart displays median calendar month Portfolio returns for upto 10-years. Intervals show winning/losing performances for each month
Portfolio Seasonality over the last 10 years using monthly returns. Above-average positive & below-average negative peformances are formatted darker. Icon indicates period where portfolio over-performed or under-performed benchmark. Hover on cells for details
Year | January | February | March | April | May | June | July | August | September | October | November | December |
---|---|---|---|---|---|---|---|---|---|---|---|---|
2014
|
|
|
|
|
|
|
|
|
-2.2%
|
+3.0%
|
+4.4%
|
-2.5%
|
2015
|
-1.6%
|
+6.7%
|
-2.3%
|
+0.8%
|
+1.9%
|
-2.6%
|
+1.1%
|
-6.5%
|
-2.8%
|
+8.8%
|
+0.4%
|
-3.9%
|
2016
|
-5.7%
|
+0.2%
|
+7.2%
|
-2.4%
|
+3.0%
|
-0.1%
|
+4.2%
|
+0.2%
|
+1.0%
|
-0.8%
|
+2.5%
|
+3.2%
|
2017
|
+2.3%
|
+6.6%
|
+0.3%
|
+2.0%
|
+6.7%
|
-0.3%
|
+3.8%
|
+9.8%
|
-1.7%
|
+11.5%
|
+15.0%
|
+11.8%
|
2018
|
-8.0%
|
-0.4%
|
-12.6%
|
+7.6%
|
-1.8%
|
-3.5%
|
+7.2%
|
+3.3%
|
-1.3%
|
-5.6%
|
-10.5%
|
-9.5%
|
2019
|
+5.2%
|
+4.5%
|
+3.8%
|
+8.1%
|
+3.5%
|
+12.8%
|
+0.2%
|
-2.5%
|
-1.5%
|
+6.1%
|
-0.7%
|
+2.7%
|
2020
|
+7.0%
|
-8.9%
|
-14.3%
|
+17.8%
|
+6.7%
|
+3.7%
|
+12.9%
|
+10.4%
|
-6.9%
|
+3.1%
|
+19.1%
|
+20.1%
|
2021
|
+5.3%
|
+15.0%
|
+17.3%
|
+1.4%
|
-20.5%
|
-0.1%
|
+10.3%
|
+8.0%
|
-6.4%
|
+22.7%
|
-2.3%
|
-7.1%
|
2022
|
-9.7%
|
+2.8%
|
+4.6%
|
-12.7%
|
-8.1%
|
-20.1%
|
+14.6%
|
-7.0%
|
-8.5%
|
+8.1%
|
-3.9%
|
-7.4%
|
2023
|
+18.1%
|
-0.7%
|
+11.7%
|
+0.9%
|
-0.1%
|
+9.8%
|
+0.5%
|
-6.4%
|
-3.2%
|
+9.0%
|
+9.6%
|
+6.6%
|
2024
|
-0.3%
|
+20.0%
|
+8.3%
|
-9.5%
|
+9.8%
|
-0.8%
|
+2.9%
|
-2.9%
|
-6.3%
|
|
|
|
Related Resources for Portfolio
Performance & Drawdowns : Benchmark Portfolio performance & Drawdown analysis
Portfolio Seasonality : Absolute/Benchmarked performance through calendar months Currently Viewing
Risk Reward Ratios : Evaluate Risk-Reward tradeoff with Sharpe & Sortino ratios
Portfolio Alpha : Quantify portfolio outperformance with Jensen's Alpha
Portfolio Beta : Analyze portfolio volatility with Portfolio Beta
Correlation Matrix : Correlations between Portfolio constituents & find other uncorrelated/negatively correlated assets
Value At Risk : Historical distribution of daily Portfolio drawdowns
Dollar Cost Averaging : Dollar Cost Averaging (DCA) individual stocks in your portfolio
Portfolio Seasonality : Absolute/Benchmarked performance through calendar months Currently Viewing
Risk Reward Ratios : Evaluate Risk-Reward tradeoff with Sharpe & Sortino ratios
Portfolio Alpha : Quantify portfolio outperformance with Jensen's Alpha
Portfolio Beta : Analyze portfolio volatility with Portfolio Beta
Correlation Matrix : Correlations between Portfolio constituents & find other uncorrelated/negatively correlated assets
Value At Risk : Historical distribution of daily Portfolio drawdowns
Dollar Cost Averaging : Dollar Cost Averaging (DCA) individual stocks in your portfolio