Equity Clock

Arithmetic Average Seasonal Chart

Geometric Average Seasonal Chart

BBAG Relative to the S&P 500

Seasonal Chart Analysis

Analysis of the JPMorgan U.S. Aggregate Bond ETF (AMEX:BBAG) seasonal charts above shows that a Buy Date of February 15 and a Sell Date of May 12 has resulted in a geometric average return of 3.78% above the benchmark rate of the S&P 500 Total Return Index over the past 6 years. This seasonal timeframe has shown positive results compared to the benchmark in 4 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 6 years by an average of 16.25% per year.

A word of caution: Only 6 years of data is available for shares of BBAG, 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: BBAG