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Sumitomo Mitsui Financial Seasonality

Historical month-by-month and year-by-year returns

Based on 27 calendar years of monthly closes, starting 2000.

By Month

MonthAverageMedian% PositiveBestWorst
January+0.7%0.0%48%+19.3%25.0%
February0.0%1.7%41%+50.2%24.7%
March+1.5%+0.2%56%+36.4%24.2%
April+0.3%+1.8%59%+14.6%16.8%
May+1.9%+2.8%56%+32.3%19.1%
June+0.3%+0.4%56%+13.1%14.2%
July+1.4%1.0%37%+37.5%21.0%
August0.6%2.2%46%+18.6%21.9%
September+0.6%+0.3%54%+22.9%39.4%
October+1.6%+1.2%58%+15.1%9.8%
November+1.5%+3.4%65%+17.4%30.8%
December+1.9%+0.2%54%+17.8%13.6%

By Calendar Year

YearReturn
2025+41.5%
2024+50.7%
2023+36.2%
2022+37.4%
2021+26.7%
202016.5%
20194.0%
201817.1%
2017+9.6%
2016+11.8%
20150.3%
201417.3%
2013+31.4%
2012+51.3%
201113.1%
20104.9%
200919.6%
200856.4%
200731.9%
200610.2%
2005+88.7%
2004+27.4%
2003+54.9%
200235.7%
2001+43.0%
200028.6%

These are historical patterns, not a forecast — past calendar-month performance does not predict future returns.