Performance analysis of Bank of Montreal (BMO)
Annual Return
Over the past 3 years, BMO has had an average annual return of +30.08%, outperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, BMO has had an average annual return of +17.79%, outperforming the benchmark SPY, which returned +12.78% annual.
Over the past 10 years, BMO has had an average annual return of +15.80%, outperforming the benchmark SPY, which returned +14.91% annual.
Since Nov 1, 1999, BMO has had an average annual return of +14%, outperforming the benchmark SPY, which returned +8.46% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +39.56% | +39.61% | +3.04% | +15.26% | -12.38% | +48.24% | +3.42% | +23.51% | -15.02% | +16.67% | +34.73% | -15.85% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +10.90% | +13.82% | +17.32% | -0.40% | +13.84% | +123.04% | -51.77% | -0.15% | +9.86% | +20.84% | +21% | +62.70% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| +22.79% | -9.66% | +62.52% | -9.33% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +5.85% | +5.71% | -5.97% | +13.31% | +6.52% | +9.07% | +0.76% | +39.56% | |||||
| 2025 | +3.18% | +3.82% | -7.11% | +1.18% | +12.43% | +3.06% | +0.89% | +9.56% | +7.64% | -3.76% | +1.57% | +2.90% | +39.61% |
| 2024 | -3.70% | -3.91% | +7.93% | -7.45% | -0.24% | -5.90% | +1.94% | -0.84% | +7.87% | +2.25% | +4.53% | +1.89% | +3.04% |
| 2023 | +12.27% | -5.84% | -5.96% | +2.40% | -7.52% | +8.27% | +4.14% | -7.35% | -2.00% | -8.68% | +8.92% | +20.23% | +15.26% |
| 2022 | +6.04% | +0.64% | +3.57% | -9.23% | +2.69% | -11.68% | +4.73% | -7.41% | -4.99% | +6.23% | +6.24% | -7.39% | -12.38% |
| 2021 | -1.18% | +9.72% | +9.31% | +6.83% | +11.32% | -2.34% | -1.96% | +0.69% | +0.21% | +9.66% | -4.09% | +3.51% | +48.24% |
| 2020 | -0.62% | -10.94% | -25.96% | +2.79% | -3.12% | +7.58% | +6.15% | +14.50% | -8.12% | +3.18% | +22.28% | +4.55% | +3.42% |
| 2019 | +13.16% | +6.49% | -4.00% | +6.54% | -8.05% | +3.91% | +0.19% | -8.26% | +7.46% | +1.39% | +4% | +0.71% | +23.51% |
| 2018 | +4.02% | -7.65% | -0.58% | +1.44% | +1.94% | -0.18% | +3.57% | +3.38% | +0.70% | -8.55% | -0.32% | -12.28% | -15.02% |
| 2017 | +6.38% | +0% | -1.11% | -4.09% | -5.24% | +9.38% | +4.54% | -5.38% | +5.46% | +2.38% | +0.52% | +3.91% | +16.67% |
Drawdown analysis of Bank of Montreal (BMO)
The maximum drawdown for the BMO was -68.20%, occurring on Feb 23, 2009. Recovery took 259 trading sessions.
The current BMO drawdown is -3.05%.
Since Nov 1, 1999 BMO has experienced the following drawdowns:
- 50% or more: 2 times
- 40% or more: 2 times
- 30% or more: 4 times
- 20% or more: 7 times
- 10% or more: 20 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -68.20% | Nov 6, 2007 | 325 | Feb 23, 2009 | 259 | Mar 4, 2010 | 584 |
| -50.96% | Jan 21, 2020 | 43 | Mar 23, 2020 | 178 | Dec 3, 2020 | 221 |
| -33.91% | Mar 22, 2022 | 403 | Oct 27, 2023 | 394 | May 27, 2025 | 797 |
| -33.86% | Sep 3, 2014 | 347 | Jan 20, 2016 | 223 | Dec 6, 2016 | 570 |
| -26.54% | Feb 12, 2001 | 176 | Oct 29, 2001 | 283 | Dec 12, 2002 | 459 |
| -24.45% | Nov 15, 1999 | 47 | Jan 24, 2000 | 80 | May 17, 2000 | 127 |
| -23.48% | Sep 21, 2018 | 64 | Dec 24, 2018 | 269 | Jan 21, 2020 | 333 |
| -19.74% | Jan 22, 2004 | 80 | May 17, 2004 | 95 | Oct 1, 2004 | 175 |
| -17.98% | Apr 29, 2011 | 276 | Jun 4, 2012 | 136 | Dec 18, 2012 | 412 |
| -17.80% | Apr 26, 2010 | 84 | Aug 24, 2010 | 127 | Feb 24, 2011 | 211 |
| -14.70% | Jul 19, 2007 | 19 | Aug 15, 2007 | 32 | Oct 1, 2007 | 51 |
| -13.27% | Feb 27, 2006 | 82 | Jun 23, 2006 | 42 | Aug 23, 2006 | 124 |
| -13.06% | Nov 15, 2013 | 53 | Feb 4, 2014 | 65 | May 8, 2014 | 118 |
| -12.61% | Feb 16, 2017 | 76 | Jun 7, 2017 | 26 | Jul 14, 2017 | 102 |
| -11.62% | Feb 26, 2026 | 22 | Mar 30, 2026 | 11 | Apr 15, 2026 | 33 |
| -11.53% | Oct 5, 2000 | 8 | Oct 17, 2000 | 33 | Dec 4, 2000 | 41 |
| -10.55% | Jan 24, 2018 | 27 | Mar 5, 2018 | 119 | Aug 22, 2018 | 146 |
| -10.51% | Aug 17, 2000 | 4 | Aug 23, 2000 | 29 | Oct 4, 2000 | 33 |
| -10.47% | May 8, 2013 | 32 | Jun 24, 2013 | 20 | Jul 23, 2013 | 52 |
| -10.36% | Nov 17, 2004 | 53 | Feb 3, 2005 | 109 | Jul 12, 2005 | 162 |
| -9.82% | Jun 7, 2021 | 29 | Jul 19, 2021 | 58 | Oct 8, 2021 | 87 |
| -9.30% | Nov 15, 2021 | 24 | Dec 20, 2021 | 13 | Jan 7, 2022 | 37 |
| -8.22% | Nov 24, 2006 | 30 | Jan 10, 2007 | 65 | Apr 16, 2007 | 95 |
| -7.35% | Sep 23, 2025 | 42 | Nov 20, 2025 | 13 | Dec 10, 2025 | 55 |
| -6.89% | Feb 10, 2022 | 17 | Mar 8, 2022 | 6 | Mar 16, 2022 | 23 |