Check historical price trends and seasonality for Northern Trust (NTRS).
Northern Trust (NTRS) average YTD return over the past 10 years is +8.66%.
Over the past 10 years, the return for the specified period (Mar 3 for 60 days) is -2.99%.
3 wins 4 losses with a win rate of 42.86%.
1) Overview:
Northern Trust (NTRS) exhibits a clear seasonal pattern over the past 10 years. The stock tends to decline from early in the year, reaching a low point around March 23 with an average decrease of -5.4%. A strong bullish phase then begins in November, accelerating through the end of the year, culminating in substantial gains around December 1 (+9.4%) and December 31 (+8.6%).
2) Buy-the-dip points:
The most significant pullback period for NTRS is typically observed between early March and late April. This decline, potentially influenced by broader market corrections or sector-specific headwinds, presents a buying opportunity. Another minor dip occurs in September, followed by a more pronounced dip in early October. These dips are typically followed by a rebound, especially leading into the strong performance observed in November and December.
3) Summary:
Based on the 10-year average seasonality, a potential investment strategy for NTRS involves accumulating shares during the weakness in March and April. Consider further accumulation during the September and early October dips. The data suggests holding through the year-end rally, particularly targeting gains through December, before re-evaluating the position.
| Year | Start Date | Start Price | End Date | End Price | Return | Rate (%) |
|---|---|---|---|---|---|---|
| 2025 | 2025-03-03 | 109.4000 | 2025-05-01 | 94.9400 | -14.4600 | -13.22 |
| 2023 | 2023-03-03 | 94.9800 | 2023-05-01 | 77.0300 | -17.9500 | -18.90 |
| 2022 | 2022-03-03 | 110.4300 | 2022-05-01 | 103.0500 | -7.3800 | -6.68 |
| 2021 | 2021-03-03 | 98.5500 | 2021-05-01 | 113.8000 | 15.2500 | 15.47 |
| 2020 | 2020-03-03 | 83.4400 | 2020-05-01 | 75.4700 | -7.9700 | -9.55 |
| 2017 | 2017-03-03 | 88.7100 | 2017-05-01 | 90.1300 | 1.4200 | 1.60 |
| 2016 | 2016-03-03 | 64.4300 | 2016-05-01 | 71.0800 | 6.6500 | 10.32 |
| Avg | 92.8486 | 89.3571 | -3.49 | -2.99 |
| Day \ Month | Jan Total -1.05% | Feb Total +0.26% | Mar Total -0.10% | Apr Total +0.52% | May Total +0.70% | Jun Total +0.99% | Jul Total +2.56% | Aug Total -0.20% | Sep Total -2.95% | Oct Total +2.37% | Nov Total +8.48% | Dec Total -0.55% |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 Avg -0.01% | 0.00% | +0.34% | +0.18% | -0.12% | -0.59% | +0.61% | -0.01% | -0.85% | +0.04% | -0.60% | +0.41% | +0.43% |
| 2 Avg +0.15% | +0.24% | -0.03% | +0.24% | +0.41% | +0.17% | +0.47% | +0.63% | -0.60% | +0.09% | -0.16% | +0.45% | -0.08% |
| 3 Avg +0.02% | -0.34% | +0.18% | -0.05% | -0.52% | +0.02% | +0.15% | +0.24% | +0.58% | -0.36% | +0.18% | +0.42% | -0.32% |
| 4 Avg +0.22% | +0.88% | +1.04% | -0.26% | -0.62% | +0.07% | +0.50% | 0.00% | -0.07% | +0.24% | +0.93% | -0.10% | +0.05% |
| 5 Avg +0.03% | -0.01% | -0.12% | +0.10% | -0.02% | -0.16% | +0.04% | -0.51% | -0.30% | -0.42% | +0.94% | +0.94% | -0.09% |
| 6 Avg -0.03% | +0.78% | +0.08% | -1.15% | +0.04% | -0.19% | +0.47% | -0.42% | +0.44% | -0.50% | -0.09% | +0.45% | -0.32% |
| 7 Avg +0.06% | +0.09% | +0.10% | -0.49% | -0.14% | +0.28% | +0.18% | -0.01% | +0.12% | 0.00% | +0.05% | +0.44% | +0.10% |
| 8 Avg +0.03% | -0.16% | -0.85% | -0.01% | +0.16% | +0.63% | -0.17% | -0.30% | +0.31% | +0.17% | +0.38% | +0.19% | +0.05% |
| 9 Avg +0.22% | +0.27% | +0.52% | -1.06% | +1.43% | 0.00% | -0.09% | +0.38% | -0.18% | +0.44% | 0.00% | +1.02% | -0.05% |
| 10 Avg -0.13% | -0.21% | -0.59% | -0.15% | -0.71% | +0.32% | -1.01% | +0.41% | -0.04% | -0.36% | -0.58% | +1.42% | -0.05% |
| 11 Avg -0.05% | +0.54% | -0.44% | -0.41% | +0.37% | -0.70% | -1.19% | +0.13% | +0.30% | +0.77% | -0.03% | +0.47% | -0.39% |
| 12 Avg +0.09% | +0.55% | +1.16% | -1.23% | +0.22% | -0.01% | +0.61% | +0.65% | -0.20% | -0.63% | -0.16% | -0.15% | +0.30% |
| 13 Avg +0.02% | +0.08% | -0.25% | +1.80% | -0.02% | -0.43% | -0.45% | +0.13% | -0.24% | -0.62% | +0.18% | +0.13% | -0.07% |
| 14 Avg +0.10% | +0.44% | +0.25% | +0.98% | -0.07% | +0.43% | -0.83% | -0.70% | +0.26% | -0.04% | +0.57% | +0.12% | -0.24% |
| 15 Avg +0.17% | -0.17% | +0.94% | +0.24% | -0.87% | +0.01% | +0.38% | +0.16% | -0.41% | +0.04% | +0.56% | +0.76% | +0.40% |
| 16 Avg -0.09% | +0.16% | +0.11% | -1.21% | -0.71% | -0.09% | +0.22% | +0.12% | +0.36% | +0.07% | +0.05% | -0.12% | -0.04% |
| 17 Avg -0.19% | +0.14% | -0.45% | +0.57% | +0.30% | -0.04% | -0.86% | -0.64% | -0.48% | -0.34% | -0.02% | -0.24% | -0.16% |
| 18 Avg -0.01% | -0.78% | +0.01% | -0.15% | -0.03% | +0.66% | -0.13% | +0.70% | +0.03% | +0.07% | -0.10% | +0.21% | -0.62% |
| 19 Avg -0.08% | -1.15% | +0.29% | +0.03% | +0.90% | -0.56% | +0.02% | +0.24% | +0.06% | +0.36% | -1.10% | +0.06% | -0.13% |
| 20 Avg -0.23% | -0.82% | -0.06% | -0.31% | +0.20% | +0.35% | -0.17% | -0.60% | -0.32% | -0.44% | +0.23% | -0.41% | -0.40% |
| 21 Avg -0.02% | -0.95% | -0.29% | +0.47% | -1.24% | +0.04% | +0.70% | +0.25% | +0.02% | -0.53% | +0.43% | +0.37% | +0.51% |
| 22 Avg -0.17% | -0.02% | +0.11% | -1.40% | +0.49% | +0.08% | -0.50% | -0.48% | -0.03% | -0.22% | -0.29% | +0.46% | -0.31% |
| 23 Avg +0.18% | +0.01% | -0.13% | -0.96% | +0.82% | -0.30% | +1.00% | +0.58% | +0.07% | -0.18% | +0.66% | +0.41% | +0.23% |
| 24 Avg +0.18% | +0.05% | -0.57% | +1.44% | +0.93% | +0.16% | -1.01% | +0.82% | +0.41% | -0.34% | -0.09% | +0.55% | -0.15% |
| 25 Avg +0.03% | -0.16% | -0.43% | +0.95% | -1.15% | +0.26% | +0.40% | +0.09% | +0.27% | +0.17% | -0.25% | +0.22% | 0.00% |
| 26 Avg +0.23% | +0.44% | -0.26% | +1.36% | +0.25% | +1.10% | -0.11% | +0.43% | -0.37% | -0.69% | +0.16% | -0.15% | +0.58% |
| 27 Avg +0.09% | -0.67% | -0.08% | -0.31% | +0.53% | +1.14% | -0.16% | +0.11% | +0.47% | +0.21% | -0.44% | -0.14% | +0.41% |
| 28 Avg +0.05% | +0.36% | -0.34% | -0.11% | +0.04% | -0.93% | +0.72% | +0.07% | -0.02% | +0.44% | +0.37% | -0.07% | +0.10% |
| 29 Avg +0.21% | +0.07% | - | +0.68% | +0.27% | -0.51% | +0.50% | +0.59% | +0.37% | -0.40% | +0.27% | +0.43% | +0.01% |
| 30 Avg -0.01% | -0.29% | - | +0.52% | -0.63% | +0.04% | +0.70% | -0.28% | +0.06% | +0.02% | +0.27% | -0.09% | -0.39% |
| 31 Avg -0.24% | -0.42% | - | -0.38% | - | -0.54% | - | -0.24% | -0.23% | - | +0.06% | - | +0.11% |
| Rank | Stock | Avg Return (%) | Wins | Losses |
|---|
