Seasonality
CG seasonality — Carlyle Group (The)
Over the last 11 years, CG's strongest month on average has been July (+12.0%) and its weakest August (-5.3%).
Average return by month
Month-by-month statistics
| Month | Avg | Median | Up % | Best | Worst | Yrs |
|---|---|---|---|---|---|---|
| Jan | +6.99% | +6.34% | 70% | +20.5% | -7.0% | 10 |
| Feb | -4.98% | -7.71% | 20% | +14.6% | -12.4% | 10 |
| Mar | -4.31% | -3.59% | 40% | +7.3% | -23.9% | 10 |
| Apr | +0.54% | +0.56% | 50% | +16.1% | -25.8% | 10 |
| May | +2.10% | +1.01% | 50% | +18.0% | -9.6% | 10 |
| Jun | +2.99% | +3.69% | 60% | +16.6% | -17.8% | 10 |
| Jul | +11.99% | +10.43% | 100% | +23.9% | +2.0% | 10 |
| Aug | -5.29% | -4.60% | 30% | +6.4% | -19.3% | 10 |
| Sep | -2.65% | -3.57% | 30% | +13.7% | -20.6% | 10 |
| Oct | +1.31% | +1.16% | 60% | +18.8% | -15.0% | 10 |
| Nov | +5.05% | +6.40% | 67% | +24.5% | -9.7% | 9 |
| Dec | +3.44% | +4.02% | 60% | +18.7% | -14.0% | 10 |
Monthly returns heat map — CG
price return, %| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -0.6 | -11.6 | -6.9 | 3.5 | -9.3 | -7.3 | 9.3 | 5.2 | -18.0 | 1.3 | -1.2 | -32.8% | |
| 2025 | 11.2 | -11.2 | -12.5 | -11.4 | 17.0 | 13.7 | 18.0 | 6.4 | -2.9 | -15.0 | 2.3 | 8.4 | +17.1% |
| 2024 | -1.6 | 14.6 | 2.3 | -4.5 | -4.1 | -6.5 | 23.9 | -19.3 | 7.3 | 16.2 | 6.4 | -5.2 | +24.1% |
| 2023 | 20.5 | -4.4 | -9.7 | -2.4 | -9.6 | 16.6 | 11.6 | -9.3 | -6.8 | -8.7 | 24.5 | 18.7 | +36.4% |
| 2022 | -7.0 | -8.2 | 4.3 | -25.8 | 6.2 | -17.8 | 22.9 | -16.4 | -20.6 | 9.4 | 10.2 | -4.3 | -45.6% |
| 2021 | 2.6 | 6.1 | 7.3 | 16.1 | 2.3 | 6.5 | 8.6 | -2.2 | -4.2 | 18.8 | -2.6 | 0.4 | +74.6% |
| 2020 | 1.2 | -12.4 | -23.9 | 8.3 | 18.0 | 0.9 | 2.0 | -9.3 | -4.4 | 1.0 | 14.0 | 10.7 | -2.0% |
| 2019 | 19.9 | -6.2 | 3.2 | 14.6 | -6.0 | 14.8 | 5.5 | -4.5 | 12.2 | 6.7 | 9.2 | 7.7 | +103.7% |
| 2018 | 10.0 | -9.3 | -6.6 | -4.0 | 6.8 | -2.7 | 14.3 | -4.7 | -2.8 | -10.1 | -9.7 | -14.0 | -31.2% |
| 2017 | 13.4 | -7.2 | -0.6 | 11.0 | -0.3 | 11.9 | 3.8 | 1.2 | 13.7 | -6.6 | -8.8 | 13.9 | +50.2% |
| 2016 | -1.9 |