Recently Launched!
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-Nov-20 (Wednesday)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
|
|
|
|
|
|
|
|
|
|
|
+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%
|
+4.4%
|
+4.2%
|
+18.9%
|
|
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