Performance analysis of OILU (Bank of Montreal)
Annual Return
Over the past 3 years, OILU has had an average annual return of +9.31%, underperforming the benchmark SPY, which returned +22.77% annual.
Since Nov 9, 2021, OILU has had an average annual return of +12.71%, underperforming the benchmark SPY, which returned +12.75% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +89.63% | -16.50% | -21.65% | -32.50% | +151.08% | -17.87% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +42.30% | +25.51% | +33.09% | -7.14% | -21.01% | +8.77% | +89.63% | ||||||
| 2025 | +3.89% | +6.42% | +8.89% | -44.37% | +5.09% | +11.65% | +5.94% | +7.50% | -1.99% | -7.19% | +8.73% | -5.66% | -16.50% |
| 2024 | -5.77% | +8.71% | +31.19% | -5.39% | -3.45% | -6.84% | +2.44% | -12.47% | -13.13% | -2.39% | +20.72% | -25.37% | -21.65% |
| 2023 | +5.17% | -23.05% | -5.71% | +3.20% | -28.15% | +19.08% | +25.07% | +1.59% | +3.61% | -16.19% | -6.96% | -2.41% | -32.50% |
| 2022 | +58.64% | +24.12% | +29.80% | -7.68% | +49.34% | -48.11% | +28.35% | +7.08% | -30.21% | +76.75% | -2.75% | -16.72% | +151.08% |
| 2021 | -24.16% | +8.29% | -17.87% |
Drawdown analysis of OILU (Bank of Montreal)
The maximum drawdown for the OILU was -81.00%, occurring on Apr 10, 2025. This drawdown has not yet recovered.
The current OILU drawdown is -49.00%.
Since Nov 9, 2021 OILU has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 1 time
- 30% or more: 1 time
- 20% or more: 5 times
- 10% or more: 8 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -81.00% | Jun 7, 2022 | 713 | Apr 10, 2025 | Ongoing | Ongoing | Ongoing |
| -29.87% | Nov 9, 2021 | 28 | Dec 20, 2021 | 12 | Jan 6, 2022 | 40 |
| -26.60% | Apr 18, 2022 | 5 | Apr 25, 2022 | 7 | May 4, 2022 | 12 |
| -25.46% | May 6, 2022 | 1 | May 9, 2022 | 12 | May 25, 2022 | 13 |
| -21.96% | Mar 10, 2022 | 4 | Mar 16, 2022 | 5 | Mar 23, 2022 | 9 |
| -17.50% | Feb 11, 2022 | 6 | Feb 22, 2022 | 4 | Feb 28, 2022 | 10 |
| -14.22% | Jan 14, 2022 | 4 | Jan 21, 2022 | 4 | Jan 27, 2022 | 8 |
| -11.42% | Mar 25, 2022 | 7 | Apr 5, 2022 | 3 | Apr 8, 2022 | 10 |
| -9.15% | Apr 8, 2022 | 1 | Apr 11, 2022 | 3 | Apr 14, 2022 | 4 |
| -7.66% | Feb 7, 2022 | 3 | Feb 10, 2022 | 1 | Feb 11, 2022 | 4 |
| -7.52% | Mar 8, 2022 | 1 | Mar 9, 2022 | 1 | Mar 10, 2022 | 2 |
| -4.89% | May 27, 2022 | 1 | May 31, 2022 | 1 | Jun 1, 2022 | 2 |
| -3.77% | Feb 2, 2022 | 1 | Feb 3, 2022 | 1 | Feb 4, 2022 | 2 |
| -3.16% | May 4, 2022 | 1 | May 5, 2022 | 1 | May 6, 2022 | 2 |
| -2.92% | Jan 7, 2022 | 1 | Jan 10, 2022 | 1 | Jan 11, 2022 | 2 |
| -2.46% | Jan 12, 2022 | 1 | Jan 13, 2022 | 1 | Jan 14, 2022 | 2 |
| -1.65% | Jan 27, 2022 | 1 | Jan 28, 2022 | 2 | Feb 1, 2022 | 3 |
| -1.50% | Jun 1, 2022 | 1 | Jun 2, 2022 | 1 | Jun 3, 2022 | 2 |
| -1.40% | Mar 2, 2022 | 1 | Mar 3, 2022 | 1 | Mar 4, 2022 | 2 |