Equity Clock

Arithmetic Average Seasonal Chart

Geometric Average Seasonal Chart

SLF Relative to the S&P 500

SLF Relative to the Sector

% of Revenue Generated in Each Quarter

% of Free Cash Flow Generated in Each Quarter

% of Net Income Generated in Each Quarter

Seasonal Chart Analysis

Analysis of the Sun Life Financial (NYSE:SLF) seasonal charts above shows that a Buy Date of July 19 and a Sell Date of November 5 has resulted in a geometric average return of 0.42% 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 15 of those periods. This is a good rate of success and the return outperforms the relative buy-and-hold performance of the stock over the past 20 years by an average of 1.04% 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.

Sun Life Financial is one of Canada’s Big Three life insurance companies along with Great-West Lifeco and Manulife. Sun Life provides insurance, retirement, and wealth-management services to individual and corporate customers in Canada, the United States, and Asia. It also owns MFS Investment Management, a Boston-based asset-management firm. Sun Life generates about a third of its profit from asset-management operations.

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Stocks mentioned in this post: SLF, SLF.TO