Equity Clock

Arithmetic Average Seasonal Chart

Geometric Average Seasonal Chart

ZPW.TO Relative to the S&P 500

Seasonal Chart Analysis

Analysis of the BMO US Put Write ETF (TSE:ZPW.TO) seasonal charts above shows that a Buy Date of July 31 and a Sell Date of November 2 has resulted in a geometric average return of 2.44% above the benchmark rate of the S&P 500 Total Return Index over the past 9 years. This seasonal timeframe has shown positive results compared to the benchmark in 6 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 9 years by an average of 10.92% per year.

A word of caution: Only 9 years of data is available for shares of ZPW.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.

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Stocks mentioned in this post: ZPW.TO