Performance analysis of Bank of Montreal (BERZ)
Annual Return
Over the past 3 years, BERZ has had an average annual return of -77.98%, underperforming the benchmark SPY, which returned +22.77% annual.
Since Aug 18, 2021, BERZ has had an average annual return of -68.92%, underperforming the benchmark SPY, which returned +13.65% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| -66.67% | -78.86% | -65.93% | -89.12% | +102.86% | -30.19% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -1.80% | +13.76% | +7.26% | -50.38% | -42.42% | -2.63% | -66.67% | ||||||
| 2025 | -9.52% | +10.32% | +21.18% | -31.02% | -31.51% | -25.33% | -8.04% | -6.31% | -27.46% | -25.00% | +8.57% | -2.63% | -78.86% |
| 2024 | -11.94% | -20.49% | -4.91% | +17.45% | -14.85% | -24.46% | +4.77% | -2.71% | -14.81% | +3.42% | -19.54% | -6.25% | -65.93% |
| 2023 | -41.87% | -4.62% | -33.86% | +6.78% | -34.43% | -20.30% | -16.91% | +2.78% | +18.38% | +0.24% | -35.24% | -18.98% | -89.12% |
| 2022 | +32.36% | +6.03% | -18.70% | +73.66% | -11.76% | +36.18% | -40.05% | +19.88% | +45.24% | -15.01% | -30.40% | +37.99% | +102.86% |
| 2021 | -15.10% | +13.02% | -23.36% | -7.42% | +2.54% | -30.19% |
Drawdown analysis of Bank of Montreal (BERZ)
The maximum drawdown for the BERZ was -99.80%, occurring on Jun 1, 2026. This drawdown has not yet recovered.
The current BERZ drawdown is -99.80%.
Since Aug 18, 2021 BERZ has experienced the following drawdowns:
- 50% or more: 2 times
- 40% or more: 3 times
- 30% or more: 5 times
- 20% or more: 8 times
- 10% or more: 11 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -99.80% | Oct 14, 2022 | 908 | Jun 1, 2026 | Ongoing | Ongoing | Ongoing |
| -56.41% | Jun 16, 2022 | 40 | Aug 15, 2022 | 40 | Oct 11, 2022 | 80 |
| -49.81% | Mar 14, 2022 | 11 | Mar 29, 2022 | 19 | Apr 26, 2022 | 30 |
| -38.32% | Oct 4, 2021 | 34 | Nov 19, 2021 | 42 | Jan 21, 2022 | 76 |
| -35.98% | May 11, 2022 | 15 | Jun 2, 2022 | 7 | Jun 13, 2022 | 22 |
| -26.42% | Jan 27, 2022 | 3 | Feb 1, 2022 | 14 | Feb 22, 2022 | 17 |
| -26.34% | Feb 23, 2022 | 3 | Feb 28, 2022 | 5 | Mar 7, 2022 | 8 |
| -24.72% | Apr 27, 2022 | 5 | May 4, 2022 | 3 | May 9, 2022 | 8 |
| -18.00% | Aug 18, 2021 | 8 | Aug 30, 2021 | 24 | Oct 4, 2021 | 32 |
| -15.21% | Mar 7, 2022 | 2 | Mar 9, 2022 | 3 | Mar 14, 2022 | 5 |
| -10.55% | Jun 14, 2022 | 1 | Jun 15, 2022 | 1 | Jun 16, 2022 | 2 |
| -8.54% | Oct 11, 2022 | 2 | Oct 13, 2022 | 1 | Oct 14, 2022 | 3 |
| -4.60% | May 9, 2022 | 1 | May 10, 2022 | 1 | May 11, 2022 | 2 |