Equity Clock

Arithmetic Average Seasonal Chart

Geometric Average Seasonal Chart

SCHV Relative to the S&P 500

Seasonal Chart Analysis

Analysis of the Schwab U.S. Large-Cap Value ETF (NYSE:SCHV) seasonal charts above shows that a Buy Date of September 1 and a Sell Date of December 23 has resulted in a geometric average return of 1.09% above the benchmark rate of the S&P 500 Total Return Index over the past 11 years. This seasonal timeframe has shown positive results compared to the benchmark in 7 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 11 years by an average of 3.46% per year.

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Stocks mentioned in this post: SCHV