Check historical price trends and seasonality for FactSet (FDS).
FactSet (FDS) average YTD return over the past 10 years is +8.90%.
Over the past 10 years, the return for the specified period (Jan 16 for 60 days) is +2.20%.
3 wins 2 losses with a win rate of 60.00%.
1) Overview:
FactSet's 10-year average seasonality reveals a distinct pattern of weakness followed by a strong bullish trend. The stock tends to decline in March, bottoming out around March 23 with a -3.5% average decline. A strong bullish phase typically begins in late spring and extends through the end of the year, culminating in significant gains, particularly around December 13 (+12.3%) and December 31 (+8.9%).
2) Buy-the-dip points:
The most notable pullback period appears in March, with the lowest point around March 23, presenting a potential buying opportunity. This dip could be attributed to broader market corrections or sector-specific concerns. Another potential, but less pronounced, buying opportunity may arise in early May. Investors could consider accumulating shares during these periods of weakness in anticipation of the subsequent rally.
3) Summary:
Based on the 10-year average seasonality, a strategic approach to FactSet would involve considering entry points around late March to capitalize on the historically weak period. Given the strong bullish tendency towards the end of the year, investors should consider holding through December to capture the significant gains typically observed around December 13 and December 31. However, it's crucial to consider other factors like company-specific news and overall market conditions before making investment decisions.
| Year | Start Date | Start Price | End Date | End Price | Return | Rate (%) |
|---|---|---|---|---|---|---|
| 2025 | 2025-01-16 | 459.9700 | 2025-03-16 | 436.8500 | -23.1200 | -5.03 |
| 2024 | 2024-01-16 | 462.2300 | 2024-03-15 | 475.9600 | 13.7300 | 2.97 |
| 2020 | 2020-01-16 | 276.3900 | 2020-03-15 | 253.0700 | -23.3200 | -8.44 |
| 2019 | 2019-01-16 | 209.4800 | 2019-03-16 | 237.3600 | 27.8800 | 13.31 |
| 2018 | 2018-01-16 | 198.3300 | 2018-03-16 | 214.5800 | 16.2500 | 8.19 |
| Avg | 321.2800 | 323.5640 | 2.28 | 2.20 |
| Day \ Month | Jan Total -0.07% | Feb Total -0.42% | Mar Total +0.68% | Apr Total -0.12% | May Total +1.68% | Jun Total +1.74% | Jul Total +2.84% | Aug Total +1.31% | Sep Total -3.26% | Oct Total +0.61% | Nov Total +5.62% | Dec Total -1.44% |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 Avg +0.06% | 0.00% | +0.75% | +0.75% | -0.12% | -0.39% | -0.26% | +0.55% | -0.69% | +0.48% | -0.36% | -0.36% | +0.43% |
| 2 Avg +0.10% | -0.46% | +0.10% | +0.81% | -0.06% | -0.27% | +0.58% | +0.52% | +0.15% | -0.15% | -0.36% | +0.33% | -0.02% |
| 3 Avg -0.14% | -0.38% | -0.35% | -0.26% | -0.59% | +0.27% | -0.78% | -0.12% | +0.12% | -0.37% | +0.26% | +0.37% | +0.17% |
| 4 Avg +0.11% | +0.35% | +0.22% | +0.21% | -0.81% | +0.34% | +0.27% | 0.00% | -0.07% | 0.00% | +0.42% | +0.28% | +0.07% |
| 5 Avg -0.13% | -0.72% | -0.72% | +0.28% | -0.09% | -0.31% | +0.28% | +0.29% | -0.72% | -0.10% | +0.07% | +0.27% | -0.13% |
| 6 Avg +0.08% | +0.05% | -0.19% | -0.54% | +0.53% | +0.09% | +0.33% | -0.13% | +1.03% | +0.09% | -0.41% | +0.17% | -0.06% |
| 7 Avg -0.02% | -0.48% | +0.04% | -0.32% | -0.78% | +0.45% | +0.18% | +0.03% | -0.13% | +0.24% | -0.11% | +0.66% | +0.02% |
| 8 Avg +0.00% | -0.08% | -0.53% | -0.13% | +0.22% | -0.01% | +0.02% | -0.06% | -0.02% | -0.04% | +0.06% | +0.35% | +0.22% |
| 9 Avg -0.04% | -0.03% | -0.19% | -0.22% | +1.02% | +0.18% | -0.79% | +0.13% | -0.04% | -0.06% | +0.31% | -0.48% | -0.31% |
| 10 Avg +0.05% | +0.09% | -0.12% | -0.52% | -0.35% | +0.24% | -0.07% | +0.46% | +0.02% | -0.20% | -0.28% | +1.04% | +0.27% |
| 11 Avg +0.10% | +0.15% | -0.06% | -0.28% | -0.12% | +0.02% | -0.60% | +0.44% | -0.11% | +0.29% | +0.16% | +0.70% | +0.64% |
| 12 Avg -0.01% | +0.25% | +0.38% | -0.88% | +0.36% | -0.33% | +0.52% | +0.06% | -0.21% | +0.18% | -0.26% | -0.31% | +0.11% |
| 13 Avg +0.15% | -0.37% | +0.39% | +0.82% | +0.01% | -0.35% | -0.40% | -0.09% | +0.57% | -0.09% | +0.32% | +0.64% | +0.38% |
| 14 Avg +0.03% | -0.32% | -0.04% | +0.53% | +0.19% | +0.40% | +0.12% | +0.17% | -0.02% | +0.38% | -0.19% | +0.11% | -0.94% |
| 15 Avg +0.19% | +0.15% | +0.62% | -0.02% | +0.25% | +0.33% | +0.77% | +0.09% | +0.21% | -0.34% | +0.20% | +0.01% | +0.06% |
| 16 Avg +0.09% | +0.33% | +0.02% | -0.66% | +0.20% | +0.16% | -0.15% | -0.02% | +0.61% | +0.01% | +0.29% | +0.40% | -0.07% |
| 17 Avg +0.21% | +0.16% | +0.32% | +1.19% | +0.08% | -0.06% | +0.22% | +0.41% | +0.23% | -0.52% | +0.92% | -0.23% | -0.19% |
| 18 Avg -0.26% | +0.43% | +0.18% | -0.97% | +0.23% | -0.19% | +0.18% | -0.35% | -0.21% | -0.76% | -0.05% | -0.21% | -1.42% |
| 19 Avg +0.08% | -0.19% | +0.33% | +0.70% | +0.38% | +0.18% | +0.23% | -0.17% | +0.11% | +0.08% | -0.06% | -0.02% | -0.68% |
| 20 Avg -0.01% | +0.10% | -0.21% | -0.50% | +0.16% | +0.58% | -0.04% | +0.50% | +0.32% | -0.34% | -0.17% | +0.10% | -0.65% |
| 21 Avg -0.03% | -0.12% | -0.38% | -0.66% | -0.84% | +0.22% | +0.49% | +0.09% | -0.18% | -0.04% | +0.50% | +0.56% | -0.04% |
| 22 Avg -0.07% | +0.08% | +0.05% | -0.65% | +0.40% | -0.12% | -0.29% | +0.03% | -0.02% | -0.07% | -0.20% | +0.08% | -0.17% |
| 23 Avg -0.12% | +0.16% | +0.04% | -1.46% | +0.55% | -0.31% | +1.06% | -0.54% | -0.19% | -0.88% | -0.08% | +0.12% | +0.10% |
| 24 Avg +0.02% | -0.10% | -0.31% | +1.30% | +0.27% | +0.23% | -0.71% | +0.04% | +0.30% | -0.27% | -0.28% | +0.04% | -0.24% |
| 25 Avg +0.10% | -0.16% | +0.07% | 0.00% | -0.51% | -0.05% | +1.05% | +0.29% | +0.26% | -0.32% | +0.11% | +0.48% | 0.00% |
| 26 Avg +0.11% | +0.26% | +0.09% | +2.07% | -0.53% | +0.47% | -0.92% | +0.12% | -0.18% | -0.66% | +0.01% | -0.11% | +0.64% |
| 27 Avg 0.00% | +0.26% | -0.38% | -0.61% | +0.71% | +0.62% | -0.10% | -0.08% | +0.12% | -0.83% | -0.12% | -0.02% | +0.42% |
| 28 Avg -0.04% | +0.10% | -0.56% | +0.19% | -0.65% | -0.26% | -0.25% | +0.13% | -0.09% | +0.60% | +0.34% | +0.01% | -0.01% |
| 29 Avg +0.09% | -0.11% | - | +0.49% | +0.28% | +0.05% | +0.41% | +0.26% | -0.20% | +0.26% | -0.73% | +0.03% | +0.23% |
| 30 Avg +0.08% | +0.23% | - | +0.27% | -0.51% | -0.18% | +0.40% | -0.12% | +0.33% | +0.16% | +0.10% | +0.60% | -0.36% |
| 31 Avg -0.01% | +0.31% | - | -0.26% | - | -0.32% | - | -0.10% | +0.01% | - | +0.20% | - | +0.12% |
| Rank | Stock | Avg Return (%) | Wins | Losses |
|---|
