Check historical price trends and seasonality for Carlyle Group (CG).
Carlyle Group (CG) average YTD return over the past 10 years is +22.47%.
Over the past 10 years, the return for the specified period (Jan 16 for 60 days) is -7.71%.
2 wins 3 losses with a win rate of 40.00%.
1) Overview:
Carlyle Group (CG) tends to show a strong bullish phase from early January, reaching a peak around July 28 with an average gain of +17.4%. A bearish phase typically follows, lasting until April 6, where the stock experiences an average decline of -3.4%. From late April, the stock enters another bullish phase that lasts until the end of the year, with significant gains around December 27 (+23.2%) and December 31 (+22.4%).
2) Buy-the-dip points:
A significant pullback period for Carlyle Group (CG) is typically observed between early March and early April. This dip culminates around April 6, with an average decline of -3.4%. This period may present a buying opportunity, as the stock tends to rebound strongly from late April through the end of July.
3) Summary:
Based on historical seasonality, consider initiating a position in Carlyle Group (CG) around April 6 to capitalize on the subsequent bullish trend. Be aware of the potential for short-term weakness in early March. The most significant gains tend to occur towards the end of the year, specifically around December 27 and December 31.
| Year | Start Date | Start Price | End Date | End Price | Return | Rate (%) |
|---|---|---|---|---|---|---|
| 2025 | 2025-01-16 | 54.2700 | 2025-03-16 | 42.3600 | -11.9100 | -21.95 |
| 2024 | 2024-01-16 | 38.4500 | 2024-03-15 | 44.5800 | 6.1300 | 15.94 |
| 2020 | 2020-01-16 | 32.9400 | 2020-03-15 | 23.6300 | -9.3100 | -28.26 |
| 2019 | 2019-01-16 | 18.0400 | 2019-03-16 | 19.0100 | 0.9700 | 5.38 |
| 2018 | 2018-01-16 | 24.8500 | 2018-03-16 | 22.4500 | -2.4000 | -9.66 |
| Avg | 33.7100 | 30.4060 | -3.30 | -7.71 |
| Day \ Month | Jan Total +5.62% | Feb Total -2.85% | Mar Total -1.49% | Apr Total +0.25% | May Total +2.90% | Jun Total +3.63% | Jul Total +11.26% | Aug Total -6.93% | Sep Total -0.85% | Oct Total +1.01% | Nov Total +4.56% | Dec Total +3.35% |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 Avg +0.10% | 0.00% | +0.98% | +0.57% | -0.48% | -1.35% | +0.81% | +0.59% | -1.00% | +0.55% | -0.07% | +0.27% | +0.31% |
| 2 Avg +0.22% | +0.20% | +0.22% | +1.39% | +0.39% | +0.17% | +0.65% | +0.91% | -1.76% | +0.14% | +0.19% | +0.24% | -0.08% |
| 3 Avg -0.17% | -0.07% | -1.44% | -0.50% | -1.58% | +1.26% | +0.53% | +0.62% | -0.52% | -1.19% | +1.01% | +0.03% | -0.26% |
| 4 Avg +0.09% | +1.06% | +1.14% | -1.25% | -1.61% | -0.78% | +0.05% | 0.00% | +0.39% | +0.47% | +0.76% | +0.62% | +0.21% |
| 5 Avg -0.11% | -0.62% | -0.48% | +0.14% | -0.68% | +0.48% | +0.12% | -0.15% | -0.97% | 0.00% | +0.38% | +0.69% | -0.24% |
| 6 Avg -0.17% | +0.36% | -0.71% | -1.42% | +0.20% | -0.11% | +0.22% | -0.31% | +0.02% | -0.55% | -0.55% | +0.76% | +0.11% |
| 7 Avg +0.13% | -0.53% | +0.99% | -1.17% | +0.48% | +0.71% | +0.49% | +0.50% | -0.35% | -0.05% | -0.28% | +0.10% | +0.70% |
| 8 Avg -0.12% | +0.52% | -1.61% | -0.04% | +0.07% | -0.06% | +0.38% | +0.41% | -0.93% | -0.09% | +0.08% | -0.84% | +0.70% |
| 9 Avg +0.01% | +0.73% | -0.54% | -0.77% | +1.53% | -0.14% | -0.34% | +0.41% | -1.14% | +0.47% | -0.15% | -0.49% | +0.49% |
| 10 Avg -0.10% | -0.64% | -0.05% | -1.38% | -0.24% | -0.14% | -0.61% | +1.38% | -0.16% | +0.11% | -0.97% | +1.33% | +0.12% |
| 11 Avg +0.11% | +0.48% | -1.06% | +0.29% | +0.04% | -0.53% | -0.60% | +0.18% | -0.17% | +1.06% | +0.01% | +0.97% | +0.62% |
| 12 Avg +0.44% | +0.78% | +1.59% | -0.31% | -0.31% | +0.95% | +0.65% | +0.45% | +0.60% | +1.39% | -0.25% | +0.01% | -0.25% |
| 13 Avg -0.01% | -0.74% | -0.23% | +1.17% | +0.63% | +0.04% | -0.79% | -0.36% | +0.34% | -0.22% | +0.48% | -0.63% | +0.23% |
| 14 Avg +0.22% | +1.06% | +0.13% | +0.20% | +0.27% | +0.86% | -0.24% | -0.08% | -0.06% | +0.83% | +0.06% | -0.02% | -0.38% |
| 15 Avg +0.40% | +0.67% | +0.52% | +0.58% | -0.51% | +0.60% | +1.09% | +0.73% | -0.43% | +0.78% | +0.64% | +0.15% | -0.02% |
| 16 Avg -0.14% | +0.17% | -0.42% | -1.41% | -0.17% | +0.01% | -0.60% | +0.39% | +0.10% | +0.09% | +0.29% | -0.18% | +0.10% |
| 17 Avg +0.13% | +0.33% | +0.29% | +0.40% | +0.49% | +0.13% | +0.45% | +0.10% | -0.92% | -0.09% | +0.98% | -0.39% | -0.14% |
| 18 Avg +0.06% | +0.29% | +0.65% | -0.95% | +0.36% | -0.25% | +0.19% | +0.62% | -0.07% | +0.53% | -0.12% | -0.11% | -0.44% |
| 19 Avg +0.04% | -0.16% | -0.27% | +1.82% | +0.91% | -0.48% | -0.03% | +0.23% | -0.39% | +0.18% | -0.54% | -0.19% | -0.60% |
| 20 Avg -0.06% | -0.21% | -0.24% | +0.11% | -0.53% | +0.87% | +0.18% | +0.38% | -0.36% | -1.35% | +0.25% | -0.22% | +0.41% |
| 21 Avg +0.16% | +0.30% | -0.85% | +0.41% | -1.48% | +0.12% | +0.29% | +0.49% | +0.09% | -0.60% | +0.49% | +1.58% | +1.09% |
| 22 Avg +0.15% | +0.59% | +0.30% | -1.04% | +0.59% | +0.40% | -0.34% | +0.56% | +0.17% | -0.05% | -0.10% | +0.15% | +0.59% |
| 23 Avg -0.05% | +0.01% | -0.55% | -1.37% | +1.21% | -0.15% | +0.57% | +0.37% | +0.49% | -0.82% | -0.51% | -0.05% | +0.25% |
| 24 Avg +0.10% | -0.32% | -0.37% | +1.40% | +0.85% | -0.10% | +0.03% | -0.16% | +0.08% | -0.81% | +0.15% | +0.40% | +0.01% |
| 25 Avg +0.14% | -0.07% | -0.44% | +1.11% | -0.37% | +0.10% | -0.36% | +0.74% | +0.27% | -0.20% | +0.53% | +0.38% | 0.00% |
| 26 Avg +0.09% | +0.22% | +0.63% | +0.50% | -0.22% | +1.01% | -0.20% | +0.47% | -0.41% | -1.02% | -0.27% | -0.08% | +0.45% |
| 27 Avg -0.03% | -0.72% | -0.66% | -0.46% | +1.67% | +0.78% | +0.10% | +0.12% | +0.10% | -0.30% | -0.53% | -0.52% | +0.01% |
| 28 Avg +0.14% | +1.01% | -0.35% | -0.41% | +0.26% | -0.43% | +0.25% | +0.66% | -0.13% | +0.56% | +0.11% | +0.34% | -0.21% |
| 29 Avg +0.26% | +0.39% | - | +0.63% | -0.04% | -0.52% | +0.72% | +1.38% | +0.31% | -0.23% | +0.03% | +0.45% | -0.29% |
| 30 Avg -0.18% | -0.37% | - | -0.14% | -1.47% | +0.44% | -0.05% | +0.02% | +0.08% | -0.44% | +0.02% | -0.19% | +0.08% |
| 31 Avg -0.23% | +0.88% | - | +0.41% | - | -0.97% | - | -0.40% | -0.22% | - | -1.11% | - | -0.22% |
| Rank | Stock | Avg Return (%) | Wins | Losses |
|---|
