Equity Clock

Arithmetic Average Seasonal Chart

Geometric Average Seasonal Chart

JOET Relative to the S&P 500

Seasonal Chart Analysis

Analysis of the Virtus Terranova U.S. Quality Momentum ETF (AMEX:JOET) seasonal charts above shows that a Buy Date of July 19 and a Sell Date of December 14 has resulted in a geometric average return of 2.75% above the benchmark rate of the S&P 500 Total Return Index over the past 4 years. This seasonal timeframe has shown positive results compared to the benchmark in 4 of those periods. This is an excellent rate of success and the return strongly outperforms the relative buy-and-hold performance of the stock over the past 4 years by an average of 5.75% per year.

A word of caution: Only 4 years of data is available for shares of JOET, 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.

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Stocks mentioned in this post: JOET