Check historical price trends and seasonality for Dow Jones Utility Average (^DJU).
Dow Jones Utility Average (^DJU) average YTD return over the past 10 years is +6.74%.
Over the past 10 years, the return for the specified period (Feb 10 for 30 days) is -1.07%.
3 wins 4 losses with a win rate of 42.86%.
1) Overview:
The Dow Jones Utility Average (^DJU) exhibits a generally positive seasonal trend throughout the year, with a few periods of weakness. The index tends to decline in March, bottoming out around March 23 with an average decrease of -1.6%. From April onwards, the index enters a strong bullish phase, which lasts until the end of the year, with particularly strong performance in November and December. The index tends to peak around November 29 with an average increase of +7.9% and remains high until December 31 with an average increase of +6.7%.
2) Buy-the-dip points:
The most significant pullback period occurs in March, presenting a potential buying opportunity. The weakness in March, bottoming around March 23 (-1.6%), could be attributed to profit-taking after the initial part of the year. This dip is typically followed by a strong rebound starting in April and continuing through the rest of the year.
3) Summary:
Based on historical seasonality, a strategic approach to investing in the Dow Jones Utility Average (^DJU) would involve considering entry points during periods of weakness, particularly around March 23. Investors should be aware of the potential for a strong rally from April through the end of the year, with a peak around November 29 and December 31. This strategy allows investors to capitalize on the index's historical tendency to rebound strongly after seasonal dips.
| Year | Start Date | Start Price | End Date | End Price | Return | Rate (%) |
|---|---|---|---|---|---|---|
| 2025 | 2025-02-10 | 1,002.8800 | 2025-03-11 | 990.7900 | -12.0900 | -1.21 |
| 2023 | 2023-02-10 | 945.7700 | 2023-03-11 | 887.5500 | -58.2200 | -6.16 |
| 2022 | 2022-02-10 | 924.0500 | 2022-03-11 | 978.6800 | 54.6300 | 5.91 |
| 2021 | 2021-02-10 | 871.2100 | 2021-03-11 | 834.2700 | -36.9400 | -4.24 |
| 2020 | 2020-02-10 | 934.9700 | 2020-03-10 | 860.0300 | -74.9400 | -8.02 |
| 2017 | 2017-02-10 | 669.6800 | 2017-03-11 | 689.8700 | 20.1900 | 3.01 |
| 2016 | 2016-02-10 | 626.0200 | 2016-03-10 | 645.9600 | 19.9400 | 3.19 |
| Avg | 853.5114 | 841.0214 | -12.49 | -1.07 |
| Day \ Month | Jan Total +0.78% | Feb Total -1.99% | Mar Total +3.86% | Apr Total +1.17% | May Total +0.62% | Jun Total -0.28% | Jul Total +3.70% | Aug Total -0.51% | Sep Total -1.64% | Oct Total +1.76% | Nov Total +1.20% | Dec Total -0.69% |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 Avg -0.09% | 0.00% | -0.17% | -0.21% | -0.58% | -0.30% | -0.10% | +0.46% | +0.20% | +0.03% | +0.06% | -0.31% | -0.21% |
| 2 Avg +0.15% | -0.20% | +0.12% | +0.87% | +0.28% | -0.11% | +0.30% | +0.19% | +0.18% | +0.34% | -0.31% | +0.22% | -0.10% |
| 3 Avg +0.04% | -0.04% | -0.12% | +0.17% | -0.46% | +0.05% | +0.36% | +0.19% | -0.17% | +0.05% | +0.18% | +0.25% | +0.04% |
| 4 Avg +0.03% | -0.11% | -0.26% | +0.99% | -0.56% | +0.58% | -0.40% | 0.00% | +0.06% | +0.08% | +0.44% | -0.36% | -0.15% |
| 5 Avg -0.07% | -0.11% | -0.09% | 0.00% | +0.48% | -0.17% | +0.19% | -0.11% | -0.76% | -0.18% | -0.05% | +0.32% | -0.33% |
| 6 Avg +0.06% | +0.25% | -0.11% | -0.27% | +0.96% | -0.19% | -0.24% | +0.02% | +0.12% | +0.01% | +0.09% | -0.16% | +0.23% |
| 7 Avg +0.02% | -0.29% | -0.01% | +0.16% | -0.37% | +0.11% | +0.16% | -0.21% | +0.42% | +0.28% | -0.35% | +0.09% | +0.25% |
| 8 Avg +0.07% | +0.39% | -0.32% | +0.13% | +0.54% | -0.29% | -0.02% | +0.03% | +0.04% | +0.15% | +0.17% | +0.10% | -0.12% |
| 9 Avg -0.08% | -0.21% | +0.12% | -0.56% | +0.91% | -0.15% | -0.40% | -0.23% | +0.09% | -0.11% | +0.20% | -0.36% | -0.19% |
| 10 Avg +0.10% | -0.18% | +0.14% | +0.29% | -0.30% | +0.36% | -0.04% | +0.49% | -0.04% | -0.08% | +0.18% | +0.48% | -0.05% |
| 11 Avg -0.12% | -0.24% | -0.17% | -0.55% | 0.00% | -0.12% | -0.55% | +0.46% | -0.19% | +0.26% | -0.25% | -0.25% | +0.19% |
| 12 Avg -0.09% | -0.17% | +0.09% | -0.99% | +0.05% | -0.46% | +0.28% | +0.06% | +0.42% | +0.20% | -0.20% | -0.34% | -0.01% |
| 13 Avg +0.15% | +0.14% | +0.04% | +0.84% | -0.24% | +0.20% | -0.51% | -0.02% | +0.10% | -0.22% | +0.48% | +0.16% | +0.82% |
| 14 Avg +0.04% | -0.05% | -0.28% | +0.31% | +0.40% | -0.04% | +0.12% | +0.16% | -0.30% | +0.40% | -0.01% | +0.19% | -0.45% |
| 15 Avg +0.16% | +0.38% | +0.35% | +0.60% | -0.24% | 0.00% | +0.33% | -0.07% | -0.05% | -0.13% | +0.18% | +0.33% | +0.28% |
| 16 Avg -0.03% | +0.18% | +0.09% | -0.95% | -0.12% | -0.15% | -0.21% | +0.30% | +0.25% | -0.19% | +0.41% | +0.23% | -0.15% |
| 17 Avg +0.16% | +0.17% | +0.13% | +1.41% | +0.86% | -0.22% | -0.18% | +0.35% | +0.08% | -0.06% | +0.25% | -0.39% | -0.47% |
| 18 Avg -0.13% | -0.52% | +0.37% | -0.62% | +0.01% | +0.07% | -0.24% | 0.00% | +0.06% | -0.36% | +0.14% | +0.02% | -0.45% |
| 19 Avg -0.09% | -0.08% | -0.20% | -0.65% | +0.23% | -0.04% | -0.20% | +0.01% | +0.06% | -0.07% | +0.11% | -0.01% | -0.21% |
| 20 Avg -0.13% | -0.04% | -0.07% | -0.68% | -0.48% | +0.14% | +0.01% | -0.11% | -0.05% | -0.11% | -0.16% | -0.06% | +0.04% |
| 21 Avg -0.02% | +0.16% | +0.04% | -0.07% | -0.71% | -0.07% | +0.40% | +0.24% | -0.06% | -0.12% | -0.06% | +0.26% | -0.29% |
| 22 Avg +0.13% | -0.02% | -0.04% | -0.08% | +0.51% | +0.16% | +0.08% | +0.56% | -0.09% | +0.04% | +0.22% | +0.13% | +0.13% |
| 23 Avg -0.04% | +0.26% | +0.28% | -0.59% | -0.13% | +0.11% | +0.03% | -0.07% | -0.25% | -0.25% | 0.00% | +0.07% | +0.02% |
| 24 Avg +0.25% | -0.17% | -0.05% | +1.54% | +0.33% | +0.34% | +0.30% | +0.03% | +0.03% | +0.12% | +0.61% | +0.23% | -0.24% |
| 25 Avg +0.00% | +0.15% | -0.01% | +0.44% | -0.04% | -0.17% | -0.20% | +0.01% | 0.00% | +0.02% | -0.26% | +0.09% | 0.00% |
| 26 Avg -0.01% | +0.06% | -0.80% | +1.06% | -0.38% | +0.19% | -0.12% | +0.35% | -0.34% | -0.52% | -0.02% | +0.19% | +0.18% |
| 27 Avg -0.06% | -0.33% | -0.85% | +0.34% | +0.37% | +0.24% | +0.29% | -0.27% | -0.09% | -0.55% | -0.20% | +0.05% | +0.23% |
| 28 Avg +0.02% | +0.29% | -0.20% | +0.09% | +0.05% | -0.02% | -0.22% | +0.34% | -0.09% | -0.06% | -0.19% | +0.21% | +0.06% |
| 29 Avg +0.10% | +0.19% | - | +0.59% | -0.07% | -0.10% | -0.01% | +0.43% | +0.26% | -0.44% | -0.09% | +0.06% | +0.23% |
| 30 Avg +0.05% | +0.36% | - | +0.29% | -0.10% | +0.31% | +0.51% | -0.09% | -0.22% | -0.15% | -0.02% | -0.23% | -0.14% |
| 31 Avg +0.19% | +0.56% | - | -0.02% | - | +0.37% | - | +0.19% | -0.19% | - | +0.20% | - | +0.19% |
| Rank | Stock | Avg Return (%) | Wins | Losses |
|---|
