Seasonal Evaluation for American Express Company (AXP)
The following tables show quarterly and semi-annual reports.
In the quarterly breakdown, the first through fourth quarters correspond to spring, summer, fall, and winter, respectively.
Detailed definitions for the semi-annual periods are provided in the table headers.
| Overview | 1st Quarter Jan. - Mar. |
2nd Quarter Apr. - Jun. |
3rd Quarter Jul. - Sep. |
4th Quarter Oct. - Dec. |
|---|---|---|---|---|
| Success Rate | 55.00% | 75.00% | 55.00% | 75.00% |
| Median Return | 1.98% | 5.50% | 1.21% | 7.23% |
| Average Return | 9.37% | 7.06% | 5.83% | 8.59% |
| Maximum Gain | 22.66% | 70.51% | 45.87% | 25.57% |
| Gain Year | 2012 | 2009 | 2009 | 2023 |
| Maximum Loss | -31.23% | -25.87% | -14.36% | -47.64% |
| Loss Year | 2020 | 2022 | 2023 | 2008 |
| Based on the past 20 years (2006-2025) | ||||
| Overview | Winter Season Oct. - Mar. |
Summer Season Apr. - Sep. |
First HY Jan. - Jun. |
Second HY Jul. - Dec. |
|---|---|---|---|---|
| Success Rate | 65.00% | 65.00% | 65.00% | 65.00% |
| Median Return | 5.28% | 4.60% | 5.19% | 5.16% |
| Average Return | 8.91% | 6.51% | 7.96% | 7.29% |
| Maximum Gain | 25.57% | 70.51% | 70.51% | 45.87% |
| Gain Year | 2023 | 2009 | 2009 | 2009 |
| Maximum Loss | -47.64% | -25.87% | -31.23% | -47.64% |
| Loss Year | 2008 | 2022 | 2020 | 2008 |
| Based on the past 20 years (2006-2025) | ||||