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Performance analysis of Bank of Montreal (NRGD)

Annual Return

Over the past 3 years, NRGD has had an average annual return of -64.02%, underperforming the benchmark SPY, which returned +22.45% annual.

Over the past 5 years, NRGD has had an average annual return of -69.11%, underperforming the benchmark SPY, which returned +13.88% annual.

Since Apr 10, 2019, NRGD has had an average annual return of -74.16%, underperforming the benchmark SPY, which returned +16.08% annual.

20262025202420232022202120202019
+0%-85.71%-22.22%-30.77%-91.50%-87.87%-83.51%-23.51%

Monthly Return

YearJanFebMarAprMayJunJulAugSepOctNovDecAnnually Total
2026+0%+0%
2025-85.71%+0%+0%+0%+0%+0%+0%+0%+0%+0%+0%-85.71%
2024+0%-11.11%-25.00%+0%+16.67%+0%+0%-22.22%
2023-7.69%+25%-13.33%+0%+23.08%-12.50%-28.57%-10.00%+0%+11.11%+0%-10.00%-30.77%
2022-44.44%-22.35%-30.30%-4.35%-47.73%+60.87%-29.73%-19.23%+19.05%-48.00%-7.69%+8.33%-91.50%
2021-17.84%-57.14%-10.59%-6.55%-21.56%-18.21%+31.09%-1.28%-30.84%-28.64%+17.11%-14.04%-87.87%
2020+37.82%+47.81%+46.38%-72.93%-20.44%-30.13%+9.03%+6.97%+54.18%+13.40%-75.15%-27.49%-83.51%
2019-10.03%+47.85%-26.70%+1.48%+24.54%-16.62%-6.83%-3.20%-17.46%-23.51%

Drawdown analysis of Bank of Montreal (NRGD)

The maximum drawdown for the NRGD was -100.00%, occurring on Feb 20, 2025. This drawdown has not yet recovered.

The current NRGD drawdown is -100.00%.

Since Apr 10, 2019 NRGD has experienced the following drawdowns:

  • 50% or more: 1 time
  • 40% or more: 2 times
  • 30% or more: 2 times
  • 20% or more: 4 times
  • 10% or more: 6 times
DepthStartTo BottomBottomTo RecoverEndTotal
-100.00%Mar 18, 20201095Feb 20, 2025OngoingOngoingOngoing
-48.77%Aug 27, 201991Jan 7, 202035Feb 27, 2020126
-28.57%May 31, 201929Jul 12, 201923Aug 14, 201952
-21.74%Mar 9, 20201Mar 10, 20202Mar 12, 20203
-16.11%Apr 10, 20197Apr 22, 20198May 2, 201915
-12.56%Aug 14, 20193Aug 19, 20194Aug 23, 20197
-8.16%Feb 27, 20202Mar 2, 20203Mar 5, 20205
-7.29%May 13, 20196May 21, 20192May 23, 20198
-3.71%May 2, 20191May 3, 20194May 9, 20195
-3.43%Mar 12, 20201Mar 13, 20202Mar 17, 20203
-1.86%Aug 23, 20191Aug 26, 20191Aug 27, 20192