Seasonality Snapshot

Scottish Mortgage (SMT.L)

Investment Trust · UK · UK Pharma & Health
✓ VERIFIED · 15YR REAL DATA
JanFebMarAprMayJunJulAugSepOctNovDec
NEUTRAL SEASONALITY — August
Strongest Month
July
+3.67% avg · 75% win rate
Weakest Month
February
-0.04% avg · 56% win rate
MonthAvg ReturnWin Rate
January +1.53% 69%
February -0.04% 56%
March +0.58% 63%
April +0.91% 44%
May +2.59% 69%
June +1.69% 75%
July +3.67% 75%
August NOW +0.26% 50%
September +0.09% 53%
October +1.61% 80%
November +2.76% 73%
December +1.42% 60%
These figures are computed from 15 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.

Scottish Mortgage seasonality — common questions

What is Scottish Mortgage's best month historically?
Historically, July has been Scottish Mortgage's strongest month, averaging +3.67% with a 75% win rate over 15 years of data. February has been the weakest at -0.04%.
Is Scottish Mortgage seasonal?
Scottish Mortgage shows a measurable seasonal pattern: its best and worst months differ by 3.71 percentage points on average. These figures come from 15 years of real monthly closing prices. Seasonality is a historical tendency, not a prediction.
How does Scottish Mortgage historically perform in August?
Scottish Mortgage is currently in August, which has historically averaged +0.26% with a 50% win rate. That is a historically neutral window.

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