Equity Clock

Arithmetic Average Seasonal Chart

Geometric Average Seasonal Chart

HTY Relative to the S&P 500

Seasonal Chart Analysis

Analysis of the John Hancock Tax-Advantaged Global Shareholder Yield Fund (NYSE:HTY) seasonal charts above shows that a Buy Date of September 6 and a Sell Date of February 2 has resulted in a geometric average return of 2.02% above the benchmark rate of the S&P 500 Total Return Index over the past 15 years. This seasonal timeframe has shown positive results compared to the benchmark in 10 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 15 years by an average of 7.85% per year.

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Stocks mentioned in this post: HTY