Performance analysis of Bank of Montreal (CARU)
Annual Return
Since Jun 28, 2023, CARU has had an average annual return of -3.70%, underperforming the benchmark SPY, which returned +21.93% annual.
| 2026 | 2025 | 2024 | 2023 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| -23.03% | +7.30% | +23.43% | -12.17% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -1.59% | -12.97% | -22.28% | +20.38% | +4.01% | -7.64% | -23.03% | ||||||
| 2025 | +5.69% | -20.06% | -11.82% | -2.17% | +32.06% | -3.52% | +3.35% | +13.96% | +13.02% | -20.46% | +8.23% | +0.82% | +7.30% |
| 2024 | -26.46% | +21.63% | +9.83% | -23.39% | +5.42% | +14.77% | +17.09% | -0.70% | -8.43% | -4.11% | +37.21% | -3.22% | +23.43% |
| 2023 | +8.14% | +20.31% | -13.82% | -9.79% | -49.04% | +16.92% | +45.75% | -12.17% |
Drawdown analysis of Bank of Montreal (CARU)
The maximum drawdown for the CARU was -66.44%, occurring on Oct 30, 2023. This drawdown has not yet recovered.
The current CARU drawdown is -39.22%.
Since Jun 28, 2023 CARU has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 1 time
- 30% or more: 1 time
- 20% or more: 1 time
- 10% or more: 1 time
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -66.44% | Jul 19, 2023 | 72 | Oct 30, 2023 | Ongoing | Ongoing | Ongoing |
| -6.67% | Jul 12, 2023 | 3 | Jul 17, 2023 | 2 | Jul 19, 2023 | 5 |
| -2.43% | Jul 5, 2023 | 1 | Jul 6, 2023 | 1 | Jul 7, 2023 | 2 |