Bank of Montreal (BMO)
Company Info
CA0636711016
063671101
Oct 27, 1994
Highlights
$69.15B
$6.23
15.19
0.71
$46.27B
$47.17B
$5.29B
$75.10 - $95.38
$132.71
0.33%
11.93
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Bank of Montreal, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Bank of Montreal had a return of 0.43% year-to-date (YTD) and 23.24% in the last 12 months. Over the past 10 years, Bank of Montreal had an annualized return of 6.99%, while the S&P 500 had an annualized return of 11.16%, indicating that Bank of Montreal did not perform as well as the benchmark.
BMO
0.43%
2.94%
2.64%
23.24%
9.32%
6.99%
^GSPC (Benchmark)
24.72%
1.67%
12.93%
30.55%
13.88%
11.16%
Monthly Returns
The table below presents the monthly returns of BMO, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -3.69% | -3.91% | 7.93% | -7.46% | -0.24% | -5.90% | 1.90% | -0.84% | 7.87% | 2.25% | 0.43% | ||
| 2023 | 12.27% | -5.84% | -5.96% | 2.42% | -7.52% | 8.27% | 4.13% | -7.35% | -2.00% | -9.19% | 8.92% | 20.23% | 14.62% |
| 2022 | 6.07% | 0.64% | 3.57% | -9.25% | 2.69% | -11.68% | 4.73% | -7.43% | -4.99% | 6.22% | 6.24% | -7.39% | -12.40% |
| 2021 | -1.21% | 9.72% | 9.31% | 6.80% | 11.32% | -2.34% | -2.79% | 0.71% | 0.21% | 9.64% | -4.09% | 3.51% | 46.90% |
| 2020 | -0.64% | -10.94% | -25.96% | 2.73% | -3.12% | 7.58% | 4.66% | 16.10% | -8.12% | 3.17% | 22.28% | 4.55% | 3.31% |
| 2019 | 13.15% | 6.49% | -4.00% | 6.55% | -8.05% | 3.91% | 0.19% | -8.26% | 7.46% | 1.38% | 4.00% | 0.71% | 23.50% |
| 2018 | 3.80% | -7.65% | -0.58% | 1.45% | 1.94% | -0.18% | 3.57% | 3.38% | 0.70% | -8.54% | -0.32% | -12.28% | -15.18% |
| 2017 | 6.08% | -0.00% | -1.11% | -4.43% | -5.24% | 9.38% | 4.30% | -5.38% | 5.46% | 2.11% | 0.52% | 3.91% | 15.35% |
| 2016 | -4.05% | 2.80% | 10.31% | 8.48% | -3.45% | 0.76% | 2.18% | 3.40% | -1.10% | -2.04% | 3.55% | 9.20% | 32.91% |
| 2015 | -17.89% | 7.79% | -3.21% | 9.99% | -6.43% | -2.98% | -4.70% | -3.47% | 1.15% | 7.62% | -0.77% | -2.12% | -16.81% |
| 2014 | -7.37% | 8.01% | 1.58% | 3.92% | 1.97% | 4.68% | 2.30% | 3.21% | -4.34% | -0.44% | 1.50% | -4.02% | 10.43% |
| 2013 | 4.30% | -1.57% | 1.16% | 0.80% | -5.79% | -1.78% | 8.26% | 1.14% | 6.35% | 5.37% | 0.07% | -4.43% | 13.68% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of BMO is 70, suggesting that the investment has average results relative to other stocks in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Bank of Montreal (BMO) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Bank of Montreal provided a 4.74% dividend yield over the last twelve months, with an annual payout of $4.48 per share. The company has been increasing its dividends for 8 consecutive years.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $4.48 | $4.30 | $4.20 | $3.40 | $3.13 | $3.07 | $2.95 | $2.74 | $2.56 | $2.56 | $2.78 | $2.87 |
Dividend yield | 4.74% | 4.34% | 4.64% | 3.16% | 4.12% | 3.96% | 4.52% | 3.42% | 3.56% | 4.53% | 3.94% | 4.31% |
Monthly Dividends
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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $1.13 | $0.00 | $0.00 | $1.10 | $0.00 | $0.00 | $1.14 | $0.00 | $0.00 | $1.11 | $0.00 | $4.48 | |
| 2023 | $1.07 | $0.00 | $0.00 | $1.05 | $0.00 | $0.00 | $1.11 | $0.00 | $0.00 | $1.06 | $0.00 | $0.00 | $4.30 |
| 2022 | $1.06 | $0.00 | $0.00 | $1.04 | $0.00 | $0.00 | $0.00 | $1.08 | $0.00 | $1.02 | $0.00 | $0.00 | $4.20 |
| 2021 | $0.82 | $0.00 | $0.00 | $0.85 | $0.00 | $0.00 | $0.00 | $0.88 | $0.00 | $0.86 | $0.00 | $0.00 | $3.40 |
| 2020 | $0.80 | $0.00 | $0.00 | $0.76 | $0.00 | $0.00 | $0.00 | $0.77 | $0.00 | $0.80 | $0.00 | $0.00 | $3.13 |
| 2019 | $0.76 | $0.00 | $0.00 | $0.74 | $0.00 | $0.00 | $0.78 | $0.00 | $0.00 | $0.78 | $0.00 | $0.00 | $3.07 |
| 2018 | $0.76 | $0.00 | $0.00 | $0.73 | $0.00 | $0.00 | $0.74 | $0.00 | $0.00 | $0.73 | $0.00 | $0.00 | $2.95 |
| 2017 | $0.67 | $0.00 | $0.00 | $0.64 | $0.00 | $0.00 | $0.72 | $0.00 | $0.00 | $0.70 | $0.00 | $0.00 | $2.74 |
| 2016 | $0.60 | $0.00 | $0.00 | $0.67 | $0.00 | $0.00 | $0.65 | $0.00 | $0.00 | $0.64 | $0.00 | $0.00 | $2.56 |
| 2015 | $0.64 | $0.00 | $0.00 | $0.67 | $0.00 | $0.00 | $0.63 | $0.00 | $0.00 | $0.62 | $0.00 | $0.00 | $2.56 |
| 2014 | $0.68 | $0.00 | $0.00 | $0.69 | $0.00 | $0.00 | $0.72 | $0.00 | $0.00 | $0.70 | $0.00 | $0.00 | $2.78 |
| 2013 | $0.72 | $0.00 | $0.00 | $0.73 | $0.00 | $0.00 | $0.72 | $0.00 | $0.00 | $0.71 | $0.00 | $0.00 | $2.87 |
Dividend Yield & Payout
Dividend Yield
Payout Ratio
Drawdowns
Drawdowns Chart
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.
Worst Drawdowns
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 68.43%, occurring on Feb 23, 2009. Recovery took 265 trading sessions.
The current Bank of Montreal drawdown is 12.04%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -68.43% | Nov 7, 2007 | 325 | Feb 23, 2009 | 265 | Mar 12, 2010 | 590 |
| -50.97% | Jan 22, 2020 | 43 | Mar 23, 2020 | 178 | Dec 3, 2020 | 221 |
| -47.89% | Apr 15, 1998 | 449 | Jan 24, 2000 | 257 | Jan 30, 2001 | 706 |
| -34.69% | Sep 4, 2014 | 347 | Jan 20, 2016 | 225 | Dec 8, 2016 | 572 |
| -34.3% | Mar 23, 2022 | 403 | Oct 27, 2023 | — | — | — |
Volatility
Volatility Chart
The current Bank of Montreal volatility is 3.60%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
Financials
Financial Performance
Valuation
The Valuation section provides an assessment of the market value of Bank of Montreal compared to its peers in the Banks - Diversified industry.
PE Ratio
The chart displays the price to earnings (P/E) ratio for BMO in comparison to other companies of the Banks - Diversified industry. Currently, BMO has a PE value of 15.2. This PE ratio falls in the average range for the industry.PEG Ratio
The chart displays the price to earnings to growth (PEG) ratio for BMO in comparison to other companies of the Banks - Diversified industry. Currently, BMO has a PEG value of 0.7. This PEG value is considered to be low compared to the rest of the industry.Historical P/E Ratio Chart
The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Bank of Montreal.
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Income Statement
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