Bank of Montreal (BMO)

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Bank of Montreal (BMO) is up 29.6% since the beginning of the year. At $165 per share, BMO is currently trading at its 52-week high. Investors who bought $1,000 worth of BMO shares 5 years ago would now be looking at an investment worth $1,955.

Bank of Montreal (BMO) has returned 29.59% so far this year and 59.06% over the past 12 months. Looking at the last ten years, BMO has achieved an annualized return of 15.06%, outperforming the S&P 500 Index benchmark, which averaged 13.75% per year.

Based on dividend-adjusted daily data since Oct 27, 1994, BMO's average daily return is +0.07%, while the average monthly return is +1.37%. At this rate, an investment would double in approximately 4.2 years.

Historically, 61% of months were positive and 39% were negative. The best month was Apr 2009 with a return of +29.2%, while the worst month was Aug 1998 at -27.2%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 5 months.

On a daily basis, BMO closed higher 51% of trading days. The best single day was Oct 13, 2008 with a return of +16.6%, while the worst single day was Mar 12, 2020 at -16.1%.

Bank of Montreal has an annualized alpha of 8.31%, beta of 0.83, and R2 of 0.38 versus S&P 500 Index. Calculated based on daily prices since October 28, 1994.

• This stock captured 108.35% of S&P 500 Index gains but only 84.88% of its losses - a favorable profile for investors.
• R2 of 0.38 means the benchmark explains less than half of this stock's behavior - treat beta with caution or consider switching to a more representative benchmark.

BMO ranks 94 for risk / return — in the top 94% of stocks on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.

The table below present risk-adjusted performance metrics for Bank of Montreal (BMO) and compare them to S&P 500 Index.

Bank of Montreal provided a 2.91% dividend yield over the last twelve months, with an annual payout of $4.81 per share.

The table displays the monthly dividend distributions for Bank of Montreal. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Bank of Montreal. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Bank of Montreal was 68.17%, occurring on Feb 23, 2009. Recovery took 259 trading sessions.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of Bank of Montreal over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

The Valuation section provides an overview of how Bank of Montreal is priced in the market compared to other companies in the Banks - Diversified industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.