Equity Clock

Arithmetic Average Seasonal Chart

Geometric Average Seasonal Chart

IWD Relative to the S&P 500

Seasonal Chart Analysis

Analysis of the iShares Russell 1000 Value ETF (NYSE:IWD) seasonal charts above shows that a Buy Date of November 7 and a Sell Date of January 30 has resulted in a geometric average return of 0.63% 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 14 of those periods. This is a good rate of success and the return outperforms the relative buy-and-hold performance of the stock over the past 20 years by an average of 1.63% per year.

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Stocks mentioned in this post: IWD