Seasonality
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EQT - Average growth of $100 invested at start of year
5 years of data
Monthly Returns Heatmap
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 7.71% | 6.69% | 3.61% | -5.59% | -8.31% | -3.20% | 0.23% | 2.44% | ||||
| 2025 | 10.87% | -5.49% | 10.92% | -7.47% | 11.84% | 5.79% | -7.84% | -3.26% | 5.00% | -1.56% | 13.92% | -11.93% |
| 2024 | -8.43% | 5.43% | -0.22% | 8.15% | 2.89% | -10.00% | -6.68% | -2.40% | 9.34% | -0.27% | 24.88% | 1.47% |
| 2023 | -3.43% | 2.04% | -3.83% | 9.18% | 0.26% | 18.29% | 2.55% | 2.83% | -6.11% | 4.44% | -5.36% | -3.25% |
| 2022 | -2.57% | 9.53% | 48.70% | 15.52% | 20.46% | -27.91% | 27.99% | 8.95% | -14.75% | 2.67% | 1.71% | -20.23% |
| 2021 | 28.32% | 9.07% | 4.44% | 2.80% | 9.32% | 6.61% | -17.39% | -0.33% | 11.62% | -2.69% | -2.41% | 12.25% |
| 2020 | -2.42% | 20.44% | 106.36% | -8.57% | -10.79% | 22.02% | 9.30% | -18.53% | 17.09% | -1.72% | -14.58% | |
| Avg | 5.41% | 3.55% | 12.01% | 18.42% | 3.98% | -3.03% | 2.98% | 2.52% | -2.24% | 3.28% | 5.17% | -6.05% |
Apr is the seasonally strongest month over 5Y.
Apr averages +18.4% with a 71% win rate across 5 years of history.
Dec shows persistent seasonal weakness.
Dec averages -6.0% with only a 33% win rate across 5 years of history.
Q1 (Jan–Feb–Mar) is the seasonally strongest quarter.
The three months of Q1 combine for a +21.0% average return historically.
January Effect: Q1 historically opens the year positively.
Q1 (Jan–Mar) averages +21.0% historically, with January alone posting a 50% win rate.
2026 YTD is tracking below the 5Y seasonal average.
At day 155 of the year, the current YTD return is -41.5% vs the historical average for the same point.
EQT - Average returns for the respective month in the last 5 years
EQT Distribution of Daily Returns from 2021 to 2026
EQT Distribution of Daily % Changes