The takeaway
The Advisorsa Inner Circle Fund III shows a moderate seasonal pattern over 4 years of data — strongest in January (+4.0%) and softest in August (+0.4%).
Right now
In July, the fund has risen 100% of years, averaging +2.9%, about +0.7 pts better than the S&P 500.
The full picture
The Advisorsa Inner Circle Fund III's most dependable month has been January, higher in 4 of 4 years; August has been its least reliable, up just 25% of the time.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Win rate % | ||||||||||||
| Median return % | ||||||||||||
| 2025 | ||||||||||||
| 2024 | ||||||||||||
| 2023 | ||||||||||||
| 2022 |
Month by month
The fund's clearest edge over the S&P 500 lands in January (+4.2 pts); it has trailed the market most in April (−4.1 pts).
“vs S&P” is The Advisorsa Inner Circle Fund III’s average for a month minus the S&P 500’s average for that same month — isolating The Advisorsa Inner Circle Fund III’s own seasonal edge from broad market drift.
Reality check
Over the last 4 years, January has closed higher 100% of the time versus 100% across the last 4 years — the pattern is holding.
Figures are the typical (median) January return and how often it rose — the last 4 years versus the last 4(the heatmap’s default window). This verdict stays anchored to that 4-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. January stands out, higher in all 4 Januaries, but it heads a clutch of months that pull the year reliably upward.
Its average (+4.0%) and median (+3.2%) land within a hair of each other — the tell of steady, year-after-year gains rather than one outlier doing the work. It is among its calmest months, too, its returns swinging least from year to year (a 2.1% spread), and even its worst January in 4 years lost only 1.9% — the gentlest downside anywhere on its calendar. Crucially, the gain is the fund's own rather than a rising tide's: January has cleared the S&P 500 by +4.2 points above the index. That consistency sets it apart from the field, where the average stock manages January only about 53% of the time.
A few other months pull their weight: May, June, and July have also closed higher more often than not. The weaker half of the year is plainer: August is the year's quietest corner, essentially flat on average, and the edge isn't year-round — the fund has trailed the S&P 500 in April and December.
The takeaway is less about when to buy than what to expect: January aside, the fund's months offer little reliable tilt. With a short 4-year record, the signal is best held loosely.
Short answers on the fund's best month (January), its worst (August), and whether it really trades seasonally.
Yes, to a moderate degree. Since 2022 its best month (January, +4.0%) has run well ahead of its worst (August, +0.4%) — the heatmap above shows how steady that gap has been year to year.
January has been the strongest, averaging +4.0% and closing higher in all 4 years on record since 2022.
It's the weakest month, but it has still averaged a small gain (+0.4%) — quiet rather than genuinely bad.
Explore
These names have the strongest July track records on record — a starting point for comparison.
Before you trade