Performance analysis of Bank of Montreal (GDXU)
Annual Return
Over the past 3 years, GDXU has had an average annual return of +52.14%, outperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, GDXU has had an average annual return of -8.97%, underperforming the benchmark SPY, which returned +14.05% annual.
Since Dec 3, 2020, GDXU has had an average annual return of -8.04%, underperforming the benchmark SPY, which returned +15.75% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| -37.34% | +796.17% | -18.56% | -21.38% | -62.82% | -54.93% | +4.66% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +16.58% | +68.98% | -58.05% | -15.69% | -3.79% | -6.54% | -37.34% | ||||||
| 2025 | +44.08% | +0.93% | +51.13% | +10.53% | +5.46% | +4.38% | -8.69% | +77.68% | +73.69% | -24.91% | +45.50% | +8.86% | +796.17% |
| 2024 | -30.38% | -19.58% | +66.32% | +8.49% | +19.81% | -17.02% | +30.97% | -0.28% | +6.80% | +3.57% | -22.99% | -27.13% | -18.56% |
| 2023 | +30.56% | -38.17% | +53.18% | +5.90% | -24.60% | -12.01% | +9.12% | -20.51% | -26.10% | +7.47% | +36.48% | -3.77% | -21.38% |
| 2022 | -21.28% | +40.37% | +31.47% | -26.46% | -30.66% | -41.96% | -9.96% | -29.90% | -5.16% | -5.35% | +57.88% | -3.31% | -62.82% |
| 2021 | -17.60% | -29.84% | +5.67% | +13.62% | +47.82% | -38.27% | +1.55% | -21.35% | -29.25% | +26.80% | -1.75% | +1.07% | -54.93% |
| 2020 | +4.66% | +4.66% |
Drawdown analysis of Bank of Montreal (GDXU)
The maximum drawdown for the GDXU was -94.39%, occurring on Feb 28, 2024. Recovery took 469 trading sessions.
The current GDXU drawdown is -70.92%.
Since Dec 3, 2020 GDXU has experienced the following drawdowns:
- 50% or more: 2 times
- 40% or more: 2 times
- 30% or more: 2 times
- 20% or more: 2 times
- 10% or more: 4 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -94.39% | Jan 5, 2021 | 791 | Feb 28, 2024 | 469 | Jan 12, 2026 | 1260 |
| -73.99% | Jan 28, 2026 | 77 | May 19, 2026 | Ongoing | Ongoing | Ongoing |
| -18.21% | Dec 7, 2020 | 5 | Dec 14, 2020 | 3 | Dec 17, 2020 | 8 |
| -14.93% | Dec 17, 2020 | 3 | Dec 22, 2020 | 7 | Jan 4, 2021 | 10 |
| -3.92% | Jan 20, 2026 | 1 | Jan 21, 2026 | 1 | Jan 22, 2026 | 2 |
| -2.50% | Dec 3, 2020 | 1 | Dec 4, 2020 | 1 | Dec 7, 2020 | 2 |