Performance analysis of Bank of Montreal (CARD)
Annual Return
Since Jun 28, 2023, CARD has had an average annual return of -52.50%, underperforming the benchmark SPY, which returned +22.25% annual.
| 2026 | 2025 | 2024 | 2023 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| -2.59% | -60.22% | -58.19% | -30.38% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -2.94% | +8.81% | +20.28% | -20.73% | -9.86% | +7.33% | -2.59% | ||||||
| 2025 | -8.97% | +18.45% | +2.87% | -23.10% | -28.39% | -0.45% | -7.29% | -16.03% | -13.43% | +18.11% | -14.12% | -4.30% | -60.22% |
| 2024 | +27.77% | -23.00% | -12.19% | +22.86% | -10.99% | -15.46% | -20.00% | -6.47% | +4.74% | +0.83% | -32.16% | -2.32% | -58.19% |
| 2023 | -7.91% | -22.23% | +8.98% | +6.28% | +77.91% | -23.90% | -38.01% | -30.38% |
Drawdown analysis of Bank of Montreal (CARD)
The maximum drawdown for the CARD was -93.51%, occurring on Jan 22, 2026. This drawdown has not yet recovered.
The current CARD drawdown is -92.68%.
Since Jun 28, 2023 CARD has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 1 time
- 30% or more: 2 times
- 20% or more: 3 times
- 10% or more: 4 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -93.51% | Oct 30, 2023 | 558 | Jan 22, 2026 | Ongoing | Ongoing | Ongoing |
| -34.81% | Jun 28, 2023 | 14 | Jul 19, 2023 | 26 | Aug 24, 2023 | 40 |
| -29.31% | Aug 24, 2023 | 14 | Sep 14, 2023 | 15 | Oct 5, 2023 | 29 |
| -11.26% | Oct 5, 2023 | 3 | Oct 10, 2023 | 3 | Oct 13, 2023 | 6 |
| -4.82% | Oct 13, 2023 | 1 | Oct 16, 2023 | 2 | Oct 18, 2023 | 3 |
| -0.80% | Oct 23, 2023 | 1 | Oct 24, 2023 | 1 | Oct 25, 2023 | 2 |