Equity Clock

Arithmetic Average Seasonal Chart

Geometric Average Seasonal Chart

HOM-UN.TO Relative to the S&P 500

Seasonal Chart Analysis

Analysis of the BSR Real Estate Investment Trust (TSE:HOM/UN.TO) seasonal charts above shows that a Buy Date of June 25 and a Sell Date of September 21 has resulted in a geometric average return of 8.05% above the benchmark rate of the S&P 500 Total Return Index over the past 5 years. This seasonal timeframe has shown positive results compared to the benchmark in 4 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 5 years by an average of 14.82% per year.

A word of caution: Only 5 years of data is available for shares of HOM/UN.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.

BSR Real Estate Investment Trust is an open-ended real estate investment trust. The company is engaged in the business of acquiring and operating multi-family residential rental properties, with a focus on garden-style multifamily communities in select high-growth markets across the Sunbelt region of the United States. The REIT operates in Arkansas, Texas, and Oklahoma. Its key revenue source is rental income.

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Stocks mentioned in this post: HOM-UN.TO