Professional Seasonal Analysis for Trading

First Trust Bloomberg Shareholder Yield ETF (SHRY)

Seasonality Analysis

ETFs 9 Years Analyzed

First Trust Bloomberg Shareholder Yield ETF Annual Seasonality Statistics

9.66%
Avg Annual Return
66.4%
Avg Monthly Win Rate
7/12
Positive Months
9
Years Analyzed

First Trust Bloomberg Shareholder Yield ETF Monthly Seasonality Performance

Month Avg Return Win Rate Strength
January 2.03%
78%
Strong
February -0.21%
56%
Weak
March -1.48%
56%
Weak
April 1.54%
56%
Moderate
May 1.61%
75%
Strong
June 0.84%
78%
Moderate
July 2.69%
89%
Strong
August 0.90%
56%
Moderate
September WORST -1.55%
56%
Weak
October -0.56%
44%
Weak
November BEST 4.40%
89%
Very Strong
December -0.55%
67%
Weak

First Trust Bloomberg Shareholder Yield ETF 2026 vs Historical Pattern

Current Position
55.11
Historical Avg Position
46.03
Deviation
+9.08
Performance
Above Average

First Trust Bloomberg Shareholder Yield ETF Interactive Seasonality Chart

Interactive Seasonality Chart

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First Trust Bloomberg Shareholder Yield ETF Pattern Scanner

Pattern Scanner

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First Trust Bloomberg Shareholder Yield ETF Seasonal Historical Performance

Historical Performance

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About First Trust Bloomberg Shareholder Yield ETF (SHRY) Seasonality

First Trust Bloomberg Shareholder Yield ETF (SHRY) has been analyzed using 9 years of historical data to identify seasonal patterns. Classified under ETFs, First Trust Bloomberg Shareholder Yield ETF shows distinct seasonal tendencies based on historical data.

The strongest month for First Trust Bloomberg Shareholder Yield ETF is historically November, with an average return of 4.40% and a win rate of 89%. Conversely, September tends to be the weakest month, averaging -1.55% return.

Looking at the full calendar year, First Trust Bloomberg Shareholder Yield ETF has an average annual return of 9.66% with an overall monthly win rate of 66.4%. Out of 12 months, 7 typically show positive average returns.

The seasonal pattern for First Trust Bloomberg Shareholder Yield ETF has a consistency score of 50.7 (Fair), based on 10 years of data. Higher consistency means the seasonal pattern has been more reliable across different market conditions.

First Trust Bloomberg Shareholder Yield ETF Seasonality FAQ

What is the best month to buy First Trust Bloomberg Shareholder Yield ETF (SHRY)?

Historically, November has been the best month for First Trust Bloomberg Shareholder Yield ETF, with an average return of 4.40% and a win rate of 89%. However, past performance does not guarantee future results.

What is the worst month for First Trust Bloomberg Shareholder Yield ETF (SHRY)?

Based on historical data, September has been the weakest month for First Trust Bloomberg Shareholder Yield ETF, with an average return of -1.55%. This is a historical observation and does not guarantee future results.

How reliable is SHRY seasonality data?

The seasonality analysis for First Trust Bloomberg Shareholder Yield ETF is based on 9 years of historical price data. While seasonal patterns can provide useful insights, they should be combined with other forms of analysis. Past patterns do not guarantee future performance.

How can I use First Trust Bloomberg Shareholder Yield ETF seasonality in my trading?

Use First Trust Bloomberg Shareholder Yield ETF (SHRY) seasonality as one factor in your analysis. Identify historically strong and weak months, combine with other research methods. SeasOptima provides premium tools including interactive charts, pattern scanning, and historical performance data for deeper analysis.

More ETFs Seasonality Analysis

Statistical information based on historical data. Does not constitute investment advice or recommendation. Past performance does not guarantee future results.