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S&P SMALLCAP 600 Index (^SML) Seasonal Chart

S&P SMALLCAP 600 Index (^SML) Seasonal Chart

The above chart represents the seasonality for the S&P SMALLCAP 600 Index (^SML) for the past 14 years.

  • Date range: January 1, 1996 to December 31, 2009
  • Type: Index – US
  • Symbol: .SML, ^SML

S&P SMALLCAP 600 Index (^SML) Seasonality

Analysis has revealed that with a buy date of October 25 and a sell date of September 14, investors have benefited from a total return of 206.67% over the last 10 years. This scenario has shown positive results in 8 of those periods.

Conversely, the best return over the maximum number of positive periods reveals a buy date of November 21 and a sell date of June 4, producing a total return over the same 10-year range of 167.15% with positive results in 10 of those periods.

**Results shown are compounded

 

How to Invest

  • iShares S&P SmallCap 600 Index (ETF) (Public, NYSE:IJR) – Info – iShares S&P SmallCap 600 Index Fund (the Fund) seeks investment results that correspond generally to the price and yield performance of the S&P SmallCap 600 Index (the Index). The Index measures the performance of the small-capitalization sector of the United States equity market, and consists of stocks that have a market capitalization between $300 million and $2 billion (which may fluctuate depending on the overall level of the equity markets). The Index serves as the underlying index for the S&P 600/Citigroup Growth and Value Index series. The component stocks are weighted according to the total float-adjusted market value of their outstanding shares. The Fund invests in a representative sample of securities included in the Index that collectively has an investment profile similar to the Index. The Fund’s investment advisor is BlackRock Fund Advisors.  Expense Ratio: 0.20%

 

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