Market Seasonality Desk

US Stock Market Seasonality

Based on historical data from 1950 to present, analyzing S&P 500 monthly seasonality patterns

Current Month
+1.46%
Next Month
+0.30%
Best Months
November
Best Six Months
+6.96%

November to April (historically higher returns than May to October)

NovDecJanFebMarApr

Current Month

April

Strong
+1.46%

One of the strongest months, post-tax season rally

End of personal/corporate tax season
Good Q1 earnings expectations

Next Month

May

Neutral
+0.30%

Weak period begins

"Sell in May" effect kicks in
Investors prepare for summer vacation

Seasonality Map

Seasonality Map

January
Strong
Medium
+1.07%

Strong start to the year, common "January Effect" (more pronounced in small caps)

February
Weak
Medium-High
-0.01%

Mixed and weak, relatively flat

March
Strong
Medium
+1.13%

Positive, end of Q1 rebound

April
Strong
Medium
+1.46%

One of the strongest months, post-tax season rally

May
Neutral
Low-Medium
+0.30%

Weak period begins

June
Neutral
Low
+0.11%

Weak, summer sluggishness

July
Strong
Low
+1.28%

Strong rebound

August
Weak
Low
-0.01%

Weak, low volume trading

September
Weakest
High
-0.72%

Worst month, common declines

October
Strong
High
+0.91%

Positive but volatile, historical "crash month"

November
Strongest
Medium
+1.82%

Year-end rally begins

December
Strong
Medium
+1.49%

Year-end rally, strong finish

All Monthly Data

All Monthly Data

1950+
MonthAvg ReturnCharacteristicsVolatility
Jan
+1.07%Strong start to the year, common "January Effect" (more pronounced in small caps)Medium
Feb
-0.01%Mixed and weak, relatively flatMedium-High
Mar
+1.13%Positive, end of Q1 reboundMedium
AprNow
+1.46%One of the strongest months, post-tax season rallyMedium
May
+0.30%Weak period beginsLow-Medium
Jun
+0.11%Weak, summer sluggishnessLow
Jul
+1.28%Strong reboundLow
Aug
-0.01%Weak, low volume tradingLow
Sep
-0.72%Worst month, common declinesHigh
Oct
+0.91%Positive but volatile, historical "crash month"High
Nov
+1.82%Year-end rally beginsMedium
Dec
+1.49%Year-end rally, strong finishMedium

Best Months

Best Months

1
November
Medium
+1.82%
2
December
Medium
+1.49%
3
April
Medium
+1.46%

Worst Months

Worst Months

1
September
High
-0.72%
2
February
Medium-High
-0.01%
3
August
Low
-0.01%

Regime View

Regime View

Best Six Months
+6.96%

Supports "Sell in May and go away" strategy, but long-term holding still outperforms timing

Weak Period
+1.87%

Volatility is higher in autumn (especially September-October), relatively stable in summer

Investment Recommendations

  • Seasonality is for reference only, suitable for supplementing long-term strategies (e.g., dollar-cost averaging)
  • Short-term trading should consider current macroeconomic factors (interest rates, economic data, elections), risk management, and diversification
  • Historical data shows "time in the market" is far superior to "timing the market"

Important Disclaimer

Seasonality is for reference only and should supplement long-term strategies (e.g., dollar-cost averaging). Short-term trading should consider current macroeconomic factors (interest rates, economic data, elections), risk management, and diversification. Historical data shows "time in the market" is far superior to "timing the market".

Data source: S&P 500 historical data from 1950 to present (Visual Capitalist / YCharts)