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BMO Equal Weight REITs Index ETF (TSE:ZRE) Seasonal Chart

BMO Equal Weight 
REITs Index ETF (TSE:ZRE) Seasonality

ZRE.TO Relative to the S&P 500
ZRE.TO Relative to the S&P 500

ZRE.TO Relative to the Sector
ZRE.TO Relative to the Sector

Monthly Seasonal BMO Equal Weight 
REITs Index ETF (TSE:ZRE)

Seasonal Chart Analysis

Analysis of the BMO Equal Weight
REITs Index ETF (TSE:ZRE) seasonal charts above shows that a Buy Date of December 22 and a Sell Date of May 18 has resulted in a geometric average return of 3.67% above the benchmark rate of the S&P 500 Total Return Index over the past 6 years. This seasonal timeframe has shown positive results compared to the benchmark in 5 of those periods. This is a very good rate of success and the return strongly outperforms the relative buy-and-hold performance of the stock over the past 6 years by an average of 8.22% per year.

The seasonal timeframe correlates Fairly Well with the period of seasonal strength for the Financial sector, which runs from November 22 to April 13. The seasonal chart for the broad sector is available via the following link: Financial Sector Seasonal Chart.

A word of caution: Only 6 years of data is available for shares of ZRE.TO, perhaps insufficient to create a seasonal profile that accurately gauges the seasonal tendencies influencing the investment. Ideally, while 20 years is preferred, at least 10 years of data is required to perform a seasonal analysis that is considered to be reliable for future seasonal periods.

Equity Exchange Traded Fund (ETF)

Stocks mentioned in this post:

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