Performance analysis of Bank of Montreal (FNGS)
Annual Return
Over the past 3 years, FNGS has had an average annual return of +30.40%, outperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, FNGS has had an average annual return of +18.78%, outperforming the benchmark SPY, which returned +12.55% annual.
Since Nov 13, 2019, FNGS has had an average annual return of +30.81%, outperforming the benchmark SPY, which returned +15.68% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | ||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +9.46% | +18.64% | +51.99% | +95.24% | -40.32% | +16.96% | +101.98% | +10.91% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -3.02% | -5.70% | -4.21% | +17.35% | +13.24% | -8.37% | +2.63% | +9.46% | |||||
| 2025 | +2.51% | -5.56% | -10.28% | +6.92% | +12.20% | +9% | +1.92% | -0.56% | +5.98% | +4.33% | -1.81% | -5.08% | +18.64% |
| 2024 | +3.60% | +9.36% | +1.26% | -2.77% | +6.08% | +10.01% | -1.46% | -1.01% | +3.11% | +1.68% | +7.05% | +6.66% | +51.99% |
| 2023 | +18.88% | +3.74% | +12.71% | -0.97% | +16.80% | +8.20% | +3.87% | -2.58% | -6.02% | -1.44% | +13.32% | +5.65% | +95.24% |
| 2022 | -7.84% | -7.81% | +5.12% | -19.32% | -1.58% | -6.23% | +10.44% | -3.57% | -10.85% | -6.51% | +11.09% | -8.99% | -40.32% |
| 2021 | +2.07% | +5.26% | -4.60% | +4.79% | -2.49% | +9.93% | -2.42% | +3.34% | -5.13% | +10.43% | -0.59% | -3.26% | +16.96% |
| 2020 | +8.07% | -0.35% | -10.76% | +18.76% | +6.83% | +8.26% | +13.65% | +21.67% | -4.96% | -2.40% | +7.92% | +10.54% | +101.98% |
| 2019 | +2.98% | +7.70% | +10.91% |
Drawdown analysis of Bank of Montreal (FNGS)
The maximum drawdown for the FNGS was -48.98%, occurring on Nov 9, 2022. Recovery took 169 trading sessions.
The current FNGS drawdown is -7.36%.
Since Nov 13, 2019 FNGS has experienced the following drawdowns:
- 40% or more: 1 time
- 30% or more: 2 times
- 20% or more: 4 times
- 10% or more: 10 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -48.98% | Nov 4, 2021 | 255 | Nov 9, 2022 | 169 | Jul 17, 2023 | 424 |
| -34.98% | Feb 19, 2020 | 20 | Mar 18, 2020 | 53 | Jun 3, 2020 | 73 |
| -26.77% | Feb 14, 2025 | 34 | Apr 4, 2025 | 43 | Jun 6, 2025 | 77 |
| -22.93% | Oct 29, 2025 | 103 | Mar 30, 2026 | 28 | May 8, 2026 | 131 |
| -17.80% | Jul 10, 2024 | 18 | Aug 5, 2024 | 67 | Nov 7, 2024 | 85 |
| -16.40% | Feb 16, 2021 | 14 | Mar 8, 2021 | 123 | Aug 31, 2021 | 137 |
| -14.24% | Jul 18, 2023 | 71 | Oct 26, 2023 | 17 | Nov 20, 2023 | 88 |
| -13.59% | Sep 2, 2020 | 3 | Sep 8, 2020 | 59 | Dec 1, 2020 | 62 |
| -11.75% | Jun 1, 2026 | 17 | Jun 25, 2026 | Ongoing | Ongoing | Ongoing |
| -10.06% | Apr 11, 2024 | 6 | Apr 19, 2024 | 18 | May 15, 2024 | 24 |
| -9.67% | Sep 7, 2021 | 19 | Oct 4, 2021 | 11 | Oct 19, 2021 | 30 |
| -7.41% | Dec 16, 2024 | 18 | Jan 14, 2025 | 21 | Feb 13, 2025 | 39 |
| -5.63% | Jun 23, 2020 | 3 | Jun 26, 2020 | 3 | Jul 1, 2020 | 6 |
| -5.25% | Jul 20, 2020 | 4 | Jul 24, 2020 | 8 | Aug 5, 2020 | 12 |
| -5.12% | Jan 26, 2021 | 3 | Jan 29, 2021 | 4 | Feb 4, 2021 | 7 |
| -4.93% | Dec 27, 2023 | 5 | Jan 4, 2024 | 5 | Jan 11, 2024 | 10 |
| -4.53% | Jun 10, 2020 | 1 | Jun 11, 2020 | 7 | Jun 22, 2020 | 8 |
| -4.42% | Aug 6, 2020 | 3 | Aug 11, 2020 | 4 | Aug 17, 2020 | 7 |
| -3.98% | Mar 1, 2024 | 10 | Mar 15, 2024 | 6 | Mar 25, 2024 | 16 |
| -3.96% | Sep 22, 2025 | 14 | Oct 10, 2025 | 11 | Oct 27, 2025 | 25 |
| -3.94% | Jan 8, 2021 | 1 | Jan 11, 2021 | 6 | Jan 20, 2021 | 7 |
| -3.88% | Jul 10, 2020 | 5 | Jul 17, 2020 | 1 | Jul 20, 2020 | 6 |
| -3.68% | Jun 17, 2024 | 4 | Jun 24, 2024 | 5 | Jul 1, 2024 | 9 |
| -3.67% | Jan 29, 2024 | 2 | Jan 31, 2024 | 2 | Feb 2, 2024 | 4 |
| -3.58% | Jan 23, 2020 | 2 | Jan 27, 2020 | 5 | Feb 3, 2020 | 7 |