Equity Clock

Arithmetic Average Seasonal Chart

Geometric Average Seasonal Chart

$DJUSMU Relative to the S&P 500

$DJUSMU Relative to the Sector

Seasonal Chart Analysis

Analysis of the Multiutilities Industry seasonal charts above shows that a Buy Date of February 15 and a Sell Date of May 6 has resulted in a geometric average return of 1.21% above the benchmark rate of the S&P 500 Total Return Index over the past 20 years. This seasonal timeframe has shown positive results compared to the benchmark in 13 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 20 years by an average of 4.19% per year.

The seasonal timeframe correlates Poorly with the period of seasonal strength for the Utilities sector, which runs from July 23 to October 3. The seasonal chart for the broad sector is available via the following link: Utilities Sector Seasonal Chart.