Equity Clock

Arithmetic Average Seasonal Chart

Geometric Average Seasonal Chart

UPGD Relative to the S&P 500

Seasonal Chart Analysis

Analysis of the Invesco Raymond James SB-1 Equity ETF (NYSE:UPGD) seasonal charts above shows that a Buy Date of November 20 and a Sell Date of March 1 has resulted in a geometric average return of 2.99% above the benchmark rate of the S&P 500 Total Return Index over the past 18 years. This seasonal timeframe has shown positive results compared to the benchmark in 15 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 18 years by an average of 4.35% per year.

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Stocks mentioned in this post: UPGD