FactSet (FDS) Seasonality
Recurring seasonal patterns for FDS — the calendar windows where FactSet has historically tended to rise or fall, with the win rate (how often it repeated) and average return for each, based on the last 10 years of price history.
FDS seasonality at a glance
Over the last 10 years, FDS's strongest seasonal window has been Nov 1 – Dec 1: it ended higher in 10 of 10 years (100% win rate) with an average return of +6.72% across a 30-day hold. On the weak side, FDS has historically declined between Dec 16 – Jan 5, falling in 9 of 10 years (average -3.47%).
In total, our analysis finds 632 recurring seasonal windows for FactSet — 449 bullish and 183 bearish. The next high-win-rate window, Aug 10 – Aug 20, opens in 14 days. These figures describe historical behaviour only — not a forecast.
FDS's upcoming & recent seasonal patterns
Holding period:10-day20-day30-dayOrdered by season — windows opening soon first, plus a couple of recently completed high-performers. Holding-period colors help you compare durations at a glance.
| Status | Seasonal window | Hold | Avg return | Win rate | This year |
|---|---|---|---|---|---|
| Completedended 6d ago | Jun 21 – Jul 21 | 30d | +3.39% | 80% | +11.60% |
| Completedended 16d ago | Jul 1 – Jul 11 | 10d | +1.56% | 80% | +0.64% |
| Upcomingin 14d | Aug 10 – Aug 20 | 10d | +1.47% | 80% | — |
| Upcomingin 15d | Aug 11 – Aug 21 | 10d | +1.39% | 80% | — |
| Upcomingin 16d | Aug 12 – Aug 22 | 10d | +1.60% | 90% | — |
| Upcomingin 16d | Aug 12 – Sep 11 | 30d | +2.45% | 90% | — |
| Upcomingin 19d | Aug 15 – Aug 25 | 10d | +1.21% | 80% | — |
Win rate = how often the pattern repeated in the same direction. Average return = the mean move across all analysed years. Past performance does not guarantee future results.
Explore FDS seasonality in full
See the seasonal curve chart, filter by win rate and return, and track upcoming windows — free during beta.
FDS seasonality FAQ
What has historically been the best month to buy FDS stock?
Based on the last 10 years of price data, FDS's strongest seasonal window starts in November: Nov 1 to Dec 1, which ended higher in 10 of 10 years (100% win rate) with an average return of +6.72%. Past seasonal patterns do not guarantee future performance.
What is FDS's strongest seasonal pattern?
FDS's highest-win-rate pattern in our data is the Nov 1 – Dec 1 window (30-day hold): up in 10 of the last 10 years with an average move of +6.72%.
When has FDS historically performed worst?
FDS's weakest recurring window has been Dec 16 to Jan 5, declining in 9 of 10 years with an average return of -3.47%.
How reliable are FDS's seasonal patterns?
Each FDS pattern is scored by its historical win rate — the share of the last 10 years it repeated in the same direction. FDS currently shows 632 recurring windows (449 bullish, 183 bearish). Seasonality describes historical tendencies only; it is not a prediction, and past performance does not guarantee future results.
What is FDS stock seasonality?
Stock seasonality is the tendency of a stock to perform in a similar way during the same period each year. By analysing FactSet's price history across many years, SeasonalityX identifies recurring calendar windows — exact start and end dates — where FDS has repeatedly risen (bullish) or fallen (bearish). Each pattern is scored by its win rate and average return so you can judge how reliable and how strong it has been.
Seasonality is one input among many — it works best alongside your own research and risk management. Learn more in our guide to seasonal analysis and the tutorials.