Equity Clock

Arithmetic Average Seasonal Chart

Geometric Average Seasonal Chart

CATH Relative to the S&P 500

Seasonal Chart Analysis

Analysis of the Global X S&P 500 Catholic Values ETF (NASD:CATH) seasonal charts above shows that a Buy Date of August 22 and a Sell Date of November 23 has resulted in a geometric average return of 0.25% above the benchmark rate of the S&P 500 Total Return Index over the past 8 years. This seasonal timeframe has shown positive results compared to the benchmark in 7 of those periods. This is a very good rate of success and the return slightly outperforms the relative buy-and-hold performance of the stock over the past 8 years by an average of 0.64% per year.

A word of caution: Only 8 years of data is available for shares of CATH, 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: CATH