Seasonality Snapshot

AJ Bell (AJB.L)

Retail Invest. · UK · UK Banking & Finance
✓ VERIFIED · 9YR REAL DATA
JanFebMarAprMayJunJulAugSepOctNovDec
SEASONAL HEADWIND — August
Strongest Month
May
+8.04% avg · 75% win rate
Weakest Month
February
-3.27% avg · 13% win rate
MonthAvg ReturnWin Rate
January -1.79% 38%
February -3.27% 13%
March +0.62% 38%
April +7.25% 75%
May +8.04% 75%
June -0.87% 50%
July +6.73% 75%
August NOW -2.79% 38%
September -1.14% 57%
October -0.49% 29%
November +3.46% 86%
December +0.68% 43%
These figures are computed from 9 years of actual monthly closing prices. Past seasonal patterns are not a guarantee of future performance. See our methodology for how this is calculated, or visit the Academy to learn how to read seasonal data responsibly.

AJ Bell seasonality — common questions

What is AJ Bell's best month historically?
Historically, May has been AJ Bell's strongest month, averaging +8.04% with a 75% win rate over 9 years of data. February has been the weakest at -3.27%.
Is AJ Bell seasonal?
AJ Bell shows a measurable seasonal pattern: its best and worst months differ by 11.31 percentage points on average. These figures come from 9 years of real monthly closing prices. Seasonality is a historical tendency, not a prediction.
How does AJ Bell historically perform in August?
AJ Bell is currently in August, which has historically averaged -2.79% with a 38% win rate. That has historically been a seasonally weak window.

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