The takeaway
VanEck Investment Grade Floating Rate ETF shows a slight seasonal lean over 10 years of data — strongest in January (+0.5%) and softest in March (−0.7%).
Right now
In July, the fund has risen 90% of years, averaging +0.4%, roughly 1.8 pts behind the S&P 500.
The full picture
VanEck Investment Grade Floating Rate ETF's most dependable month has been January, higher in 9 of 10 years; March has been its least reliable, up just 50% of the time.
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Month by month
The fund's clearest edge over the S&P 500 lands in January (+0.7 pts); it has trailed the market most in November (−2.1 pts).
“vs S&P” is VanEck Investment Grade Floating Rate ETF’s average for a month minus the S&P 500’s average for that same month — isolating VanEck Investment Grade Floating Rate ETF’s own seasonal edge from broad market drift.
Reality check
Over the last 5 years, January has closed higher 100% of the time versus 90% across the last 10 years — the pattern is holding.
Figures are the typical (median) January 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
This is a fund you can almost set a calendar by, and January is the anchor — it has closed higher in 9 of 10 Januaries, the steadiest beat on its year.
The strength looks broad-based rather than freakish: its average (+0.5%) and median (+0.3%) sit close together, so no single blow-out year is flattering the figure. Better still, that strength is the fund's own and not just a buoyant market — January has outpaced the S&P 500 by +0.7 points on average. Few peers keep such company in January — the typical stock clears it just 53% of the time.
The lift is near-universal — strength runs through almost every month of the year, not one window. At the other end of the calendar, March has been the soft spot — the only month to average an outright loss (−0.7%), and the edge isn't year-round — the fund has trailed the S&P 500 in November, July, and March.
January has now closed higher 9 years running. Reassuringly, the tendency has held its shape: the recent five years still track the years behind them.
For a fund this dependable in January, the sharper question is the rest of the year — outside its strong stretch, the calendar gives far less to lean on.
Short answers on the fund's best month (January), its worst (March), and whether it really trades seasonally.
Only mildly. The fund's months are fairly even — January is the firmest (+0.5%) and March the softest (−0.7%), a narrow spread that points to weak seasonality rather than a strong calendar effect.
January has been the strongest, averaging +0.5% and closing higher in 9 of 10 years since 2016.
It's the weakest, averaging −0.7% — 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.
Before you trade