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 July 9 and a Sell Date of October 27 has resulted in a geometric average return of 1.76% above the benchmark rate of the S&P 500 Total Return Index over the past 14 years. This seasonal timeframe has shown positive results compared to the benchmark in 12 of those periods. This is a very good rate of success and the return strongly outperforms the relative buy-and-hold performance of the stock over the past 14 years by an average of 8.44% per year.

The seasonal timeframe correlates Poorly 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 Baer was founded in 1890 and expanded significantly in 2005 when it acquired three Swiss private banks and Global Asset Management from its far larger Swiss rival, UBS. In 2009, Baer spun off GAM as a separately listed firm. The acquisition of Merrill Lynch’s wealth management operations outside of the US in 2012 increased Baer’s assets under management by 40% and increased its footprint outside of Europe. Julius Baer is currently the largest pure-play private bank globally Baer provides private banking services principally to individuals in Switzerland and Europe and increasingly in Asia and other emerging markets.

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Stocks mentioned in this post: JBAXY