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Performance analysis of BNKU (Bank of Montreal)

Annual Return

Over the past 3 years, BNKU has had an average annual return of +28.37%, outperforming the benchmark SPY, which returned +19.31% annual.

Over the past 5 years, BNKU has had an average annual return of -1.76%, underperforming the benchmark SPY, which returned +12.55% annual.

Since Apr 3, 2019, BNKU has had an average annual return of -2.27%, underperforming the benchmark SPY, which returned +15.62% annual.

20262025202420232022202120202019
+26.80%-6.19%+48.66%-4.67%-53.33%+113.85%-67.74%+55.82%

Monthly Return

YearJanFebMarAprMayJunJulAugSepOctNovDecAnnually Total
2026+3.24%-19.51%-5.88%+26.25%-2.43%+19.49%+10.15%+26.80%
2025-37.90%-27.66%-14.50%+26.58%+24.88%+8.85%+11.68%+5.81%-4.14%+4.43%+19.97%-6.19%
2024-3.35%+4%+27.44%-7.97%+9.83%-1.94%+17.08%+48.66%
2023+25.70%-5.57%-47.23%+3.95%-17.94%+14.48%+33.15%-26.14%-10.64%-16.21%+49.80%+41.31%-4.67%
2022+9.67%-13.64%-19.56%-31.96%+19.78%-33.45%+25.31%-4.67%-25.82%+36.11%+18.22%-20.78%-53.33%
2021-8.50%+60.80%+16.34%+16.29%+17.76%-12.31%-8.06%+17.38%-2.28%+22.26%-20.54%+1.55%+113.85%
2020-15.86%-37.55%-74.13%+29.04%-4.68%-8.83%-1.89%+9.79%-13.06%+2.74%+70.42%+29.07%-67.74%
2019+18.82%-27.76%+20.33%+14.69%-23.35%+20.57%+12.44%+18.42%+6.89%+55.82%

Drawdown analysis of BNKU (Bank of Montreal)

The maximum drawdown for the BNKU was -91.10%, occurring on Mar 23, 2020. This drawdown has not yet recovered.

The current BNKU drawdown is -47.32%.

Since Apr 3, 2019 BNKU has experienced the following drawdowns:

  • 50% or more: 1 time
  • 40% or more: 1 time
  • 30% or more: 2 times
  • 20% or more: 3 times
  • 10% or more: 3 times
DepthStartTo BottomBottomTo RecoverEndTotal
-91.10%Jan 2, 202055Mar 23, 2020OngoingOngoingOngoing
-35.57%Jul 26, 201920Aug 23, 201944Oct 25, 201964
-28.32%May 3, 201919May 31, 201937Jul 24, 201956
-8.08%Nov 27, 20193Dec 3, 20193Dec 6, 20196
-4.22%Nov 8, 20193Nov 13, 20197Nov 22, 201910
-3.87%Apr 4, 20193Apr 9, 20193Apr 12, 20196
-3.36%Apr 12, 20191Apr 15, 20191Apr 16, 20192
-3.09%Apr 29, 20192May 1, 20192May 3, 20194
-2.90%Apr 17, 20194Apr 24, 20193Apr 29, 20197
-2.75%Jul 24, 20191Jul 25, 20191Jul 26, 20192
-2.72%Dec 17, 20192Dec 19, 20194Dec 26, 20196
-2.21%Dec 26, 20192Dec 30, 20192Jan 2, 20204
-1.74%Dec 6, 20193Dec 11, 20192Dec 13, 20195
-1.42%Oct 28, 20192Oct 30, 20192Nov 1, 20194
-1.18%Nov 25, 20191Nov 26, 20191Nov 27, 20192
-0.10%Nov 5, 20191Nov 6, 20191Nov 7, 20192