Performance analysis of Bank of Montreal (BULZ)
Annual Return
Over the past 3 years, BULZ has had an average annual return of +68.93%, outperforming the benchmark SPY, which returned +19.63% annual.
Since Aug 18, 2021, BULZ has had an average annual return of +8.16%, underperforming the benchmark SPY, which returned +12.97% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +38.39% | +60.09% | +54.07% | +394.38% | -92.26% | +12.62% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -1.56% | -18.44% | -15.59% | +86.76% | +64.32% | -26.69% | -9.23% | +38.39% | |||||
| 2025 | +3.70% | -14.98% | -27.10% | -3.56% | +36.07% | +28.99% | +6.57% | +1.92% | +34.62% | +22.75% | -16.61% | -1.69% | +60.09% |
| 2024 | +8.68% | +19.34% | +0.89% | -19.15% | +12.91% | +28.47% | -11.88% | -6.42% | +10.26% | -7.45% | +18.97% | +0.27% | +54.07% |
| 2023 | +58.14% | -3.34% | +41.34% | -9.66% | +44.12% | +20.14% | +15.85% | -8.67% | -17.83% | -5.39% | +48.84% | +19.48% | +394.38% |
| 2022 | -33.80% | -19.50% | +0.62% | -51.08% | -11.81% | -39.92% | +46.84% | -25.11% | -37.88% | +3.65% | +17.06% | -32.77% | -92.26% |
| 2021 | +16.76% | -15.69% | +25.26% | +2.72% | -11.09% | +12.62% |
Drawdown analysis of Bank of Montreal (BULZ)
The maximum drawdown for the BULZ was -94.44%, occurring on Dec 28, 2022. Recovery took 837 trading sessions.
The current BULZ drawdown is -34.80%.
Since Aug 18, 2021 BULZ has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 2 times
- 30% or more: 2 times
- 20% or more: 3 times
- 10% or more: 5 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -94.44% | Nov 19, 2021 | 277 | Dec 28, 2022 | 837 | May 1, 2026 | 1114 |
| -41.37% | Jun 1, 2026 | 32 | Jul 17, 2026 | Ongoing | Ongoing | Ongoing |
| -22.71% | Aug 30, 2021 | 24 | Oct 4, 2021 | 18 | Oct 28, 2021 | 42 |
| -14.04% | May 11, 2026 | 6 | May 19, 2026 | 4 | May 26, 2026 | 10 |
| -10.77% | Nov 4, 2021 | 4 | Nov 10, 2021 | 7 | Nov 19, 2021 | 11 |
| -1.61% | Aug 23, 2021 | 3 | Aug 26, 2021 | 1 | Aug 27, 2021 | 4 |
| -0.61% | May 6, 2026 | 1 | May 7, 2026 | 1 | May 8, 2026 | 2 |