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Julius Baer Group (OTCMKT:JBAXY) Seasonal Chart

JBAXY Relative to the S&P 500
JBAXY Relative to the S&P 500

JBAXY Relative to the Sector
JBAXY Relative to the Sector

Monthly Seasonal Julius Baer Group (OTCMKT:JBAXY)

Seasonal Chart Analysis

Analysis of the Julius Baer Group (OTCMKT:JBAXY) seasonal charts above shows that a Buy Date of November 29 and a Sell Date of April 21 has resulted in a geometric average return of 2.66% above the benchmark rate of the S&P 500 Total Return Index over the past 9 years. This seasonal timeframe has shown positive results compared to the benchmark in 7 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 9 years by an average of 9.94% per year.

The seasonal timeframe correlates Strongly 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.

A word of caution: Only 9 years of data is available for shares of JBAXY, 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.

Julius Baer was founded in 1890 and expanded significantly in 2005 when it acquired three Swiss private banks and Global Asset Management, or GAM, from its far larger Swiss rival, UBS. In 2009 Baer spun off GAM as a separately listed firm. The acquisition of Merril Lynch’s wealth management operations outside of the U.S. 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 in Switzerland and the third-largest Swiss private bank. Baer provides private banking services principally to individuals in Switzerland and Europe and increasingly in Asia and other emerging markets.

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