Performance analysis of Bank of Montreal (NRGU)
Annual Return
Over the past 3 years, NRGU has had an average annual return of -50.32%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, NRGU has had an average annual return of -26.72%, underperforming the benchmark SPY, which returned +13.88% annual.
Since Apr 10, 2019, NRGU has had an average annual return of -36.46%, underperforming the benchmark SPY, which returned +16.08% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | ||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +129.41% | -96.52% | +21.28% | -15.71% | +202.66% | +165.49% | -93.67% | -6.16% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +34.12% | +29.82% | +54.05% | -8.99% | -20.24% | +17.82% | +129.41% | ||||||
| 2025 | -95.33% | +3.95% | -46.41% | +10.24% | +12.14% | +12.74% | +16.95% | -3.86% | -11.06% | +6.78% | -10.05% | -96.52% | |
| 2024 | +2.11% | +5.57% | +37.86% | -6.27% | -8.55% | -5.25% | +0.47% | +21.28% | |||||
| 2023 | +6.60% | -25.81% | +3.07% | -1.26% | -25.87% | +15.59% | +31.53% | +4.92% | +6.82% | -15.39% | -3.12% | +1.13% | -15.71% |
| 2022 | +67.53% | +21.27% | +29.87% | -5.09% | +59.13% | -49.62% | +24.51% | +16.44% | -26.95% | +75.10% | -3.12% | -16.09% | +202.66% |
| 2021 | +7.91% | +94.54% | +4.41% | -1.77% | +17.67% | +12.43% | -31.26% | -7.57% | +30.14% | +32.17% | -21.63% | +8.83% | +165.49% |
| 2020 | -30.29% | -39.99% | -89.05% | +101.40% | -6.00% | -2.70% | -22.73% | -11.76% | -43.52% | -23.28% | +113.68% | +18.80% | -93.67% |
| 2019 | +8.72% | -34.98% | +32.13% | -3.14% | -25.90% | +15.81% | +5% | -2.36% | +17.89% | -6.16% |
Drawdown analysis of Bank of Montreal (NRGU)
The maximum drawdown for the NRGU was -99.08%, occurring on Apr 8, 2025. This drawdown has not yet recovered.
The current NRGU drawdown is -96.67%.
Since Apr 10, 2019 NRGU 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 |
|---|---|---|---|---|---|---|
| -99.08% | Apr 22, 2019 | 1357 | Apr 8, 2025 | Ongoing | Ongoing | Ongoing |
| -2.82% | Apr 12, 2019 | 1 | Apr 15, 2019 | 4 | Apr 22, 2019 | 5 |