Equity Clock

Arithmetic Average Seasonal Chart

Geometric Average Seasonal Chart

FGB Relative to the S&P 500

Seasonal Chart Analysis

Analysis of the First Trust Specialty Finance and Financial Opportunities Fund (NYSE:FGB) seasonal charts above shows that a Buy Date of November 17 and a Sell Date of February 21 has resulted in a geometric average return of 1.69% above the benchmark rate of the S&P 500 Total Return Index over the past 17 years. This seasonal timeframe has shown positive results compared to the benchmark in 13 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 17 years by an average of 7.6% per year.

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Stocks mentioned in this post: FGB