Equity Clock

Arithmetic Average Seasonal Chart

Geometric Average Seasonal Chart

EFIV Relative to the S&P 500

Seasonal Chart Analysis

Analysis of the SPDR S&P 500 ESG ETF (AMEX:EFIV) seasonal charts above shows that a Buy Date of March 1 and a Sell Date of July 17 has resulted in a geometric average return of 1.15% above the benchmark rate of the S&P 500 Total Return Index over the past 4 years. This seasonal timeframe has shown positive results compared to the benchmark in 4 of those periods. This is an excellent rate of success and the return slightly outperforms the relative buy-and-hold performance of the stock over the past 4 years by an average of 0.32% per year.

A word of caution: Only 4 years of data is available for shares of EFIV, 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: EFIV