Equity Clock

Arithmetic Average Seasonal Chart

Geometric Average Seasonal Chart

FEX Relative to the S&P 500

Seasonal Chart Analysis

Analysis of the First Trust Large Cap Core AlphaDEX Fund (NASD:FEX) seasonal charts above shows that a Buy Date of October 28 and a Sell Date of March 4 has resulted in a geometric average return of 1.35% above the benchmark rate of the S&P 500 Total Return Index over the past 15 years. This seasonal timeframe has shown positive results compared to the benchmark in 13 of those periods. This is a very good rate of success and the return outperforms the relative buy-and-hold performance of the stock over the past 15 years by an average of 1.54% per year.

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Stocks mentioned in this post: FEX