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Bank of Montreal (BMO)

Equity · Currency in USD · Last updated Jun 28, 2022

Company Info

ISINCA0636711016
CUSIP063671101
SectorFinancial Services
IndustryBanks—Diversified

Trading Data

Previous Close$96.73
Year Range$91.84 - $121.18
EMA (50)$104.55
EMA (200)$105.85
Average Volume$734.75K
Market Capitalization$64.96B

BMOShare Price Chart


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BMOPerformance

The chart shows the growth of $10,000 invested in Bank of Montreal on Jan 5, 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $32,299 for a total return of roughly 222.99%. All prices are adjusted for splits and dividends.


BMO (Bank of Montreal)
Benchmark (^GSPC)

BMOReturns in periods

Returns over 1 year are annualized

PeriodReturnBenchmark
1M-9.92%-6.21%
YTD-8.48%-18.17%
6M-6.92%-17.47%
1Y-3.40%-8.89%
5Y10.82%10.04%
10Y10.91%11.39%

BMOMonthly Returns Heatmap


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BMOSharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current Bank of Montreal Sharpe ratio is -0.16. A negative Sharpe ratio means that the risk-free rate is higher than the portfolio's return. This value does not convey any meaningful information.

The chart below displays rolling 12-month Sharpe Ratio.


BMO (Bank of Montreal)
Benchmark (^GSPC)

BMODividend History

Bank of Montreal granted a 3.96% dividend yield in the last twelve months. The annual payout for that period amounted to $3.83 per share.


PeriodTTM202120202019201820172016201520142013201220112010
Dividend$3.83$3.40$3.13$3.07$2.95$2.74$2.56$2.56$2.78$2.87$2.84$2.88$2.72

Dividend yield

3.96%3.22%4.38%4.45%5.28%4.15%4.48%6.01%5.50%6.27%7.05%8.38%7.98%

BMODrawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


BMO (Bank of Montreal)
Benchmark (^GSPC)

BMOWorst Drawdowns

The table below shows the maximum drawdowns of the Bank of Montreal. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the Bank of Montreal is 50.97%, recorded on Mar 23, 2020. It took 178 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-50.97%Jan 22, 202043Mar 23, 2020178Dec 3, 2020221
-33.94%Sep 4, 2014347Jan 20, 2016224Dec 7, 2016571
-23.48%Sep 24, 201864Dec 24, 2018269Jan 21, 2020333
-22.55%Mar 23, 202264Jun 23, 2022
-16.96%May 2, 2011162Dec 19, 2011245Dec 11, 2012407
-16.91%Apr 27, 201084Aug 24, 2010123Feb 17, 2011207
-13.17%Nov 18, 201353Feb 4, 201465May 8, 2014118
-12.92%Feb 17, 201776Jun 7, 201730Jul 20, 2017106
-10.73%Jan 25, 201827Mar 5, 2018119Aug 22, 2018146
-10.47%May 9, 201332Jun 24, 201320Jul 23, 201352

BMOVolatility Chart

Current Bank of Montreal volatility is 32.99%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.


BMO (Bank of Montreal)
Benchmark (^GSPC)

Portfolios with Bank of Montreal


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