The takeaway
BlackRock Energy and Resources Closed Fund shows a slight seasonal lean over 10 years of data — strongest in September (+1.6%) and softest in October (−0.3%).
Right now
In July, the stock has fallen 60% of years, averaging −0.3%, roughly 2.4 pts behind the S&P 500.
The full picture
BlackRock Energy and Resources Closed Fund's most dependable month has been September, higher in 8 of 10 years; October has been its least reliable, up just 20% of the time.
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Month by month
The stock's clearest edge over the S&P 500 lands in January (+2.9 pts); it has trailed the market most in March (−2.8 pts).
“vs S&P” is BlackRock Energy and Resources Closed Fund’s average for a month minus the S&P 500’s average for that same month — isolating BlackRock Energy and Resources Closed Fund’s own seasonal edge from broad market drift.
Reality check
Over the last 5 years, September has closed higher 80% of the time versus 80% across the last 10 years — the pattern is holding.
Figures are the typical (median) September return and how often it rose — the last 5 years versus the last 10(the heatmap’s default window). This verdict stays anchored to that 10-year window even if you zoom the chart, so it never disagrees with the badges above.
In plain English
Dependability is the through-line here. September stands out, higher in 8 of 10 Septembers, but it heads a clutch of months that pull the year reliably upward.
Its average (+1.6%) and median (+1.3%) land within a hair of each other — the tell of steady, year-after-year gains rather than one outlier doing the work. Crucially, the gain is the stock's own rather than a rising tide's: September has cleared the S&P 500 by +1.7 points above the index. It bucks the broad tape, besides: September lifts just 39% of stocks across the market.
The strength clusters rather than stands alone — May–September forms a firm stretch that carries much of the year. On the other side of the ledger, October is the year's quietest corner, essentially flat on average, and the edge isn't year-round — the stock has trailed the S&P 500 in March, July, and December. Its roughest month on record was a −36.2% March in 2020 — a reminder of how hard even a seasonal name can fall.
Reassuringly, the tendency has held its shape: the recent five years still track the years behind them.
The takeaway is less about when to buy than what to expect: September aside, the stock's months offer little reliable tilt.
Short answers on the stock's best month (September), its worst (October), and whether it really trades seasonally.
Only mildly. The stock's months are fairly even — September is the firmest (+1.6%) and October the softest (−0.3%), a narrow spread that points to weak seasonality rather than a strong calendar effect.
September has been the strongest, averaging +1.6% and closing higher in 8 of 10 years since 2016.
It's the weakest, averaging −0.3% — historically a soft spot, though it still varies from year to year.
Explore
These names have the strongest July track records on record — a starting point for comparison.
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