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ORIX Seasonality

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

Based on 26 calendar years of monthly closes, starting 2001.

By Month

MonthAverageMedian% PositiveBestWorst
January0.7%1.1%46%+24.1%49.4%
February+1.5%0.3%46%+55.4%25.3%
March+5.1%+2.1%62%+45.4%10.7%
April+3.4%+3.3%65%+29.9%19.8%
May1.5%1.6%38%+16.1%23.7%
June+1.3%+3.1%73%+12.7%14.5%
July0.4%0.5%46%+19.4%18.8%
August1.2%+0.9%56%+17.8%23.4%
September+3.6%+5.7%64%+16.3%21.6%
October+2.1%+0.9%52%+27.8%40.2%
November+1.1%+1.0%56%+17.2%15.5%
December0.7%+0.8%60%+12.1%19.2%

By Calendar Year

YearReturn
2025+42.4%
2024+14.9%
2023+26.1%
20223.4%
2021+40.6%
20209.8%
2019+13.3%
201819.4%
2017+19.2%
2016+1.2%
2015+23.4%
201414.0%
2013+62.7%
2012+37.0%
201112.0%
2010+19.1%
2009+68.7%
200877.7%
200747.8%
2006+14.0%
2005+121.7%
2004+50.1%
2003+27.6%
200230.9%
200111.2%

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