Equity Clock

Arithmetic Average Seasonal Chart

Geometric Average Seasonal Chart

IWB Relative to the S&P 500

Seasonal Chart Analysis

Analysis of the iShares Russell 1000 ETF (NYSE:IWB) seasonal charts above shows that a Buy Date of October 30 and a Sell Date of February 26 has resulted in a geometric average return of 0.27% above the benchmark rate of the S&P 500 Total Return Index over the past 20 years. This seasonal timeframe has shown positive results compared to the benchmark in 17 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 20 years by an average of 0.19% per year.

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Stocks mentioned in this post: IWB