Equity Clock

Arithmetic Average Seasonal Chart

Geometric Average Seasonal Chart

USMF Relative to the S&P 500

Seasonal Chart Analysis

Analysis of the WisdomTree U.S. Multifactor Fund (AMEX:USMF) seasonal charts above shows that a Buy Date of September 11 and a Sell Date of January 25 has resulted in a geometric average return of 0.7% 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 3.58% per year.

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

To download USMF seasonal chart data, please log in or Subscribe.

Stocks mentioned in this post: USMF