Equity Clock

Arithmetic Average Seasonal Chart

Geometric Average Seasonal Chart

CLU.NE Relative to the S&P 500

Seasonal Chart Analysis

Analysis of the BlackRock iShares US Fundamental Index ETF (NEO:CLU.NE) seasonal charts above shows that a Buy Date of September 1 and a Sell Date of November 23 has resulted in a geometric average return of 1.31% 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 6 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 7 years by an average of 5.91% per year.

A word of caution: Only 7 years of data is available for shares of CLU.NE, 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.

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Stocks mentioned in this post: CLU.NE