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BMO Equal Weight Utilities Index ETF (TSE:ZUT) Seasonal Chart

BMO Equal Weight Utilities 
Index ETF (TSE:ZUT) Seasonality

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

Monthly Seasonal BMO Equal Weight Utilities 
Index ETF (TSE:ZUT)

Seasonal Chart Analysis

Analysis of the BMO Equal Weight Utilities
Index ETF (TSE:ZUT) seasonal charts above shows that a Buy Date of February 28 and a Sell Date of May 21 has resulted in a geometric average return of 0.82% above the benchmark rate of the S&P 500 Total Return Index over the past 7 years. This seasonal timeframe has shown positive results compared to the benchmark in 5 of those periods. This is a good rate of success and the return strongly outperforms the relative buy-and-hold performance of the stock over the past 7 years by an average of 7.84% per year.

The seasonal timeframe is Inline with the period of seasonal strength for the sector, which runs from April 25 to December 4. The seasonal chart for the broad sector is available via the following link: Sector Seasonal Chart.

A word of caution: Only 7 years of data is available for shares of ZUT.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.

Stocks mentioned in this post:

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