Equity Clock

Arithmetic Average Seasonal Chart

Geometric Average Seasonal Chart

ERH Relative to the S&P 500

Seasonal Chart Analysis

Analysis of the Wells Fargo Advantage Utilities & High Income Fund (AMEX:ERH) seasonal charts above shows that a Buy Date of March 20 and a Sell Date of August 4 has resulted in a geometric average return of 3.68% above the benchmark rate of the S&P 500 Total Return Index over the past 18 years. This seasonal timeframe has shown positive results compared to the benchmark in 16 of those periods. This is a very good rate of success and the return strongly outperforms the relative buy-and-hold performance of the stock over the past 18 years by an average of 5.86% per year.

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Stocks mentioned in this post: ERH