Equity Clock

Arithmetic Average Seasonal Chart

Geometric Average Seasonal Chart

$DJUSMR Relative to the S&P 500

$DJUSMR Relative to the Sector

Seasonal Chart Analysis

Analysis of the Mortgage REITs Industry seasonal charts above shows that a Buy Date of April 1 and a Sell Date of June 26 has resulted in a geometric average return of 0.76% above the benchmark rate of the S&P 500 Total Return Index over the past 16 years. This seasonal timeframe has shown positive results compared to the benchmark in 10 of those periods. This is a fair rate of success and the return strongly outperforms the relative buy-and-hold performance of the stock over the past 16 years by an average of 16.31% 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.