Performance analysis of WTIU (Bank of Montreal)
Annual Return
Over the past 3 years, WTIU has had an average annual return of +0.44%, underperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, WTIU has had an average annual return of +263.21%, outperforming the benchmark SPY, which returned +12.78% annual.
Since Jan 5, 2017, WTIU has had an average annual return of -3.81%, underperforming the benchmark SPY, which returned +15.04% annual.
| 2026 | 2025 | 2024 | 2023 | 2020 | 2019 | 2018 | 2017 | ||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +86.79% | -17.13% | -29.64% | +7,534.94% | -98.46% | +61.07% | -63.50% | -8.08% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +35.37% | +24.19% | +43.88% | -13.11% | -20.20% | -18.65% | +36.92% | +86.79% | |||||
| 2025 | +2.98% | +5.86% | +9.01% | -44.52% | +9.42% | +11.44% | +5.44% | +11.46% | -1.47% | -9.23% | +9.29% | -10.27% | -17.13% |
| 2024 | -1.18% | +8% | +34.56% | -4.75% | -7.59% | -6.73% | +1.46% | -11.31% | -16.93% | -6.80% | +15.45% | -25.79% | -29.64% |
| 2023 | +8,838.55% | -1.13% | +0.83% | -27.51% | +14.01% | +24.64% | +2.53% | +6.02% | -16.87% | -6.58% | -1.46% | +7,534.94% | |
| 2020 | -40.25% | -35.55% | -93.85% | -35.16% | -98.46% | ||||||||
| 2019 | +56.07% | +13.83% | +13.09% | +18.86% | -44.03% | +22.21% | -2.34% | -18.93% | -9.66% | -1.68% | +6.18% | +32.06% | +61.07% |
| 2018 | +24.13% | -14.28% | +17.03% | +16.53% | -7.05% | +26.47% | -16.59% | +6.84% | +16.26% | -30.14% | -56.14% | -32.62% | -63.50% |
| 2017 | -11.71% | +3.18% | -20.70% | -11.78% | -10.12% | -15.40% | +24.08% | -16.81% | +23.61% | +13.68% | +14.45% | +14.26% | -8.08% |
Drawdown analysis of WTIU (Bank of Montreal)
The maximum drawdown for the WTIU was -99.57%, occurring on Apr 2, 2020. This drawdown has not yet recovered.
The current WTIU drawdown is -62.34%.
Since Jan 5, 2017 WTIU has experienced the following drawdowns:
- 50% or more: 2 times
- 40% or more: 2 times
- 30% or more: 3 times
- 20% or more: 4 times
- 10% or more: 4 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -99.57% | Oct 3, 2018 | 376 | Apr 2, 2020 | Ongoing | Ongoing | Ongoing |
| -62.28% | Jan 5, 2017 | 115 | Jun 21, 2017 | 138 | Jan 8, 2018 | 253 |
| -31.05% | May 21, 2018 | 18 | Jun 15, 2018 | 73 | Sep 28, 2018 | 91 |
| -29.70% | Jan 26, 2018 | 10 | Feb 9, 2018 | 41 | Apr 11, 2018 | 51 |
| -6.60% | Apr 23, 2018 | 6 | May 1, 2018 | 3 | May 4, 2018 | 9 |
| -3.72% | Jan 24, 2018 | 1 | Jan 25, 2018 | 1 | Jan 26, 2018 | 2 |
| -3.69% | May 10, 2018 | 1 | May 11, 2018 | 3 | May 16, 2018 | 4 |
| -3.16% | Jan 12, 2018 | 4 | Jan 19, 2018 | 2 | Jan 23, 2018 | 6 |
| -3.09% | Apr 13, 2018 | 1 | Apr 16, 2018 | 2 | Apr 18, 2018 | 3 |
| -2.19% | Apr 18, 2018 | 2 | Apr 20, 2018 | 1 | Apr 23, 2018 | 3 |
| -1.82% | Oct 1, 2018 | 1 | Oct 2, 2018 | 1 | Oct 3, 2018 | 2 |
| -1.10% | May 17, 2018 | 1 | May 18, 2018 | 1 | May 21, 2018 | 2 |
| -0.47% | May 7, 2018 | 1 | May 8, 2018 | 1 | May 9, 2018 | 2 |