Check historical price trends and seasonality for Evercore (EVR).
Evercore (EVR) average YTD return over the past 10 years is +23.45%.
Over the past 10 years, the return for the specified period (Jan 16 for 60 days) is -9.11%.
2 wins 3 losses with a win rate of 40.00%.
1) Overview:
Evercore (EVR) exhibits a strong upward tendency throughout the year, particularly from early in the year through the end of the year. The stock generally rises from January, experiencing a significant bullish phase from February 01 (+6.1%) through July 31 (+10.1%). A bearish pullback is observed in March, bottoming out on March 23 (-3.5%), followed by a consolidation period before resuming its upward trend, culminating in a strong rally towards the end of December, peaking on December 26 (+24.8%).
2) Buy-the-dip points:
The most notable pullback period for Evercore is in March, with the lowest point typically occurring around March 23 (-3.5%). This dip could be attributed to broader market corrections or sector-specific concerns. A buying opportunity emerges as the stock recovers from this low point, showing positive movement again in April. This presents a strategic entry point for investors looking to capitalize on the stock's overall bullish trend.
3) Summary:
An investment strategy for Evercore should consider its seasonal patterns, particularly the dip around March 23. Investors might consider establishing a position during this period to benefit from the subsequent rally. The strong performance towards the end of the year, especially around December 26 (+24.8%), suggests that holding through this period could yield significant returns, but profit-taking strategies should also be considered.
| Year | Start Date | Start Price | End Date | End Price | Return | Rate (%) |
|---|---|---|---|---|---|---|
| 2025 | 2025-01-16 | 279.3400 | 2025-03-16 | 200.7700 | -78.5700 | -28.13 |
| 2024 | 2024-01-16 | 169.5600 | 2024-03-15 | 189.2700 | 19.7100 | 11.62 |
| 2020 | 2020-01-16 | 77.2400 | 2020-03-15 | 49.4000 | -27.8400 | -36.04 |
| 2019 | 2019-01-16 | 83.7200 | 2019-03-16 | 89.8900 | 6.1700 | 7.37 |
| 2018 | 2018-01-16 | 94.6000 | 2018-03-16 | 94.2500 | -0.3500 | -0.37 |
| Avg | 140.8920 | 124.7160 | -16.18 | -9.11 |
| Day \ Month | Jan Total +4.84% | Feb Total -0.89% | Mar Total -5.25% | Apr Total +3.33% | May Total +1.29% | Jun Total +2.41% | Jul Total +6.48% | Aug Total +0.43% | Sep Total -0.07% | Oct Total +2.16% | Nov Total +9.14% | Dec Total +1.23% |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 Avg +0.24% | 0.00% | +0.97% | +1.27% | +0.48% | -0.43% | +0.45% | -0.06% | -1.25% | +0.28% | -0.37% | +1.00% | +0.50% |
| 2 Avg +0.15% | +0.34% | -0.33% | -0.12% | +0.74% | +0.78% | +0.74% | +0.59% | -1.03% | +0.03% | -0.02% | +0.15% | -0.08% |
| 3 Avg +0.00% | -0.08% | +1.11% | -0.28% | -1.34% | -0.20% | +0.41% | +0.41% | +0.81% | -1.00% | -0.11% | +0.36% | -0.06% |
| 4 Avg +0.10% | +0.71% | +0.17% | -0.98% | -0.98% | +0.23% | +0.53% | 0.00% | +0.33% | +0.13% | +0.91% | +0.32% | -0.14% |
| 5 Avg +0.02% | +0.06% | -0.30% | -0.29% | -0.47% | -0.35% | +0.61% | -0.24% | +0.26% | -0.37% | +0.60% | +0.80% | -0.14% |
| 6 Avg +0.22% | +1.17% | +0.27% | -0.83% | +0.07% | -0.27% | +1.32% | -0.07% | +0.68% | -0.67% | -0.42% | +1.51% | -0.15% |
| 7 Avg -0.17% | -0.56% | -0.88% | -0.98% | +0.13% | +0.63% | +0.13% | -0.25% | -0.03% | -0.08% | -0.54% | +0.09% | +0.30% |
| 8 Avg +0.20% | +0.46% | -0.67% | +0.21% | +0.23% | +0.69% | +0.52% | -0.49% | +0.45% | +0.19% | -0.08% | +0.40% | +0.47% |
| 9 Avg +0.19% | +0.37% | +0.94% | -0.46% | +1.32% | +0.04% | -0.46% | +0.05% | -0.60% | +0.66% | +0.29% | +0.38% | -0.20% |
| 10 Avg -0.07% | -0.18% | -0.36% | -0.86% | -0.52% | +0.08% | -1.25% | +0.90% | +0.29% | +0.23% | -0.70% | +1.52% | -0.04% |
| 11 Avg +0.08% | +0.53% | -0.36% | +0.17% | +0.57% | -1.24% | -1.00% | +0.25% | +0.60% | +0.36% | +0.23% | +0.87% | +0.05% |
| 12 Avg +0.37% | +0.93% | +0.55% | -0.97% | +0.78% | +0.19% | +0.59% | +1.26% | +0.05% | +0.51% | +0.33% | -0.31% | +0.50% |
| 13 Avg 0.00% | -0.89% | -0.11% | +0.64% | +0.10% | -0.28% | -0.32% | +0.25% | +0.49% | -0.13% | +0.86% | -0.32% | -0.33% |
| 14 Avg +0.21% | -0.02% | +0.46% | +0.08% | +0.36% | +0.63% | -0.87% | -0.44% | +0.37% | +0.49% | +0.51% | +0.79% | +0.22% |
| 15 Avg +0.22% | +0.12% | +0.59% | -0.59% | -0.85% | +0.52% | +0.60% | +0.99% | -0.33% | +0.98% | +0.69% | +0.08% | -0.10% |
| 16 Avg +0.09% | +0.50% | +0.40% | -0.87% | +0.16% | 0.00% | +0.29% | +0.51% | -0.03% | -0.36% | +0.27% | -0.09% | +0.27% |
| 17 Avg -0.11% | +0.08% | -0.26% | +0.12% | +1.32% | -0.08% | -0.87% | -0.01% | -1.14% | +0.02% | +0.45% | -0.29% | -0.61% |
| 18 Avg +0.03% | -0.49% | -0.34% | -1.37% | +0.12% | +0.98% | +0.33% | +0.42% | +0.09% | +0.85% | +0.15% | -0.15% | -0.23% |
| 19 Avg +0.06% | -0.04% | +0.04% | +1.01% | +1.02% | -0.66% | -0.30% | +0.11% | -0.45% | +0.23% | -0.19% | +0.14% | -0.22% |
| 20 Avg -0.08% | -0.37% | -0.51% | -0.96% | -0.43% | +0.32% | +0.13% | +0.79% | -0.17% | -0.46% | +0.36% | -0.01% | +0.31% |
| 21 Avg +0.02% | -0.40% | -1.19% | +0.23% | -0.69% | -0.07% | -0.39% | +0.39% | +0.19% | -0.37% | +1.22% | +0.87% | +0.51% |
| 22 Avg -0.12% | +0.41% | -0.14% | -1.57% | +0.18% | +0.22% | -0.24% | +0.02% | -0.04% | -0.27% | -0.21% | +0.18% | -0.02% |
| 23 Avg -0.04% | -0.04% | +0.24% | -1.22% | +0.95% | -0.60% | +0.78% | +0.69% | +0.17% | -0.79% | -1.59% | +0.67% | +0.28% |
| 24 Avg +0.18% | +0.23% | -0.30% | +2.24% | -0.53% | +0.43% | -0.45% | +0.03% | +0.53% | -0.82% | +0.38% | +0.33% | +0.05% |
| 25 Avg +0.20% | -0.21% | -0.20% | +0.20% | +0.95% | -0.03% | +0.48% | +0.57% | +0.26% | +0.02% | -0.08% | +0.43% | 0.00% |
| 26 Avg +0.00% | -0.13% | +0.11% | +0.74% | -1.58% | +1.17% | -0.03% | +0.05% | -0.24% | -0.76% | 0.00% | -0.27% | +0.97% |
| 27 Avg -0.13% | -0.66% | -0.31% | -0.61% | +0.50% | +1.46% | -1.27% | -0.13% | -0.04% | +0.35% | -0.39% | -0.40% | -0.01% |
| 28 Avg +0.17% | +1.08% | -0.49% | +0.02% | +0.64% | -1.03% | +0.49% | -0.15% | +0.41% | +0.58% | +0.37% | +0.14% | -0.02% |
| 29 Avg +0.05% | +0.87% | - | +0.76% | +0.53% | -0.77% | +0.75% | +0.07% | -0.14% | -0.54% | -0.76% | +0.12% | -0.37% |
| 30 Avg +0.08% | +0.58% | - | +0.23% | -0.42% | -0.38% | +0.71% | -0.19% | +0.16% | +0.59% | +0.17% | -0.18% | -0.42% |
| 31 Avg -0.10% | +0.46% | - | -0.19% | - | -0.70% | - | +0.17% | -0.20% | - | -0.14% | - | -0.07% |
| Rank | Stock | Avg Return (%) | Wins | Losses |
|---|
