Equity Clock

Arithmetic Average Seasonal Chart

Geometric Average Seasonal Chart

JBAXY Relative to the S&P 500

JBAXY Relative to the Sector

Seasonal Chart Analysis

Analysis of the Julius Baer Group (OTCMKT:JBAXY) seasonal charts above shows that a Buy Date of September 26 and a Sell Date of January 27 has resulted in a geometric average return of 3.08% 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 11 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 9.22% per year.

The seasonal timeframe is Inline with the period of seasonal strength for the Financial sector, which runs from November 22 to April 13. The seasonal chart for the broad sector is available via the following link: Financial Sector Seasonal Chart.

Julius B r Gruppe AG engages in the provision of private banking services. Its services include discretionary mandates, investment advisory, open product and service platform, financial market services, investor services, financing, and wealth planning. The company was founded by Raymond Julius Baer in 2009 and is headquartered in Zurich, Switzerland.

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Stocks mentioned in this post: JBAXY