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Bank of Montreal (BMO)

Equity · Currency in USD · Last updated Mar 27, 2023

Share Price Chart


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Performance

The chart shows the growth of $10,000 invested in Bank of Montreal in Oct 2022 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $289,139 for a total return of roughly 2,791.39%. All prices are adjusted for splits and dividends.


1,000.00%1,500.00%2,000.00%2,500.00%3,000.00%NovemberDecember2023FebruaryMarch
2,791.39%
743.51%
BMO (Bank of Montreal)
Benchmark (^GSPC)

S&P 500

Compare to other instruments

Search for stocks, ETFs, and funds to compare with BMO

Bank of Montreal

Popular comparisons: BMO vs. TD, BMO vs. XLF, BMO vs. VOO, BMO vs. WM, BMO vs. BAC

Return

Bank of Montreal had a return of -5.68% year-to-date (YTD) and -25.13% in the last 12 months. Over the past 10 years, Bank of Montreal had an annualized return of 7.41%, while the S&P 500 had an annualized return of 9.86%, indicating that Bank of Montreal did not perform as well as the benchmark.


PeriodReturnBenchmark
1 month-13.50%-0.66%
Year-To-Date-5.68%3.42%
6 months-6.03%5.67%
1 year-25.13%-10.89%
5 years (annualized)6.72%8.95%
10 years (annualized)7.41%9.86%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
202312.27%-5.84%
2022-4.99%6.22%6.24%-7.39%

Sharpe 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 -1.01. 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.


-1.20-1.00-0.80-0.60-0.40-0.200.00NovemberDecember2023FebruaryMarch
-1.01
-0.47
BMO (Bank of Montreal)
Benchmark (^GSPC)

Dividend History

Bank of Montreal granted a 6.24% dividend yield in the last twelve months. The annual payout for that period amounted to $5.28 per share.


PeriodTTM20222021202020192018201720162015201420132012
Dividend$5.28$4.20$3.40$3.13$3.07$2.95$2.74$2.56$2.56$2.78$2.87$2.84

Dividend yield

6.24%4.69%3.32%4.49%4.56%5.41%4.25%4.58%6.09%5.52%6.29%7.07%

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.


JanFebMarAprMayJunJulAugSepOctNovDec
2023$1.07$0.00
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
2021$0.82$0.00$0.00$0.85$0.00$0.00$0.00$0.88$0.00$0.85$0.00$0.00
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
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
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
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
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
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
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
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
2012$0.70$0.00$0.00$0.71$0.00$0.00$0.71$0.00$0.00$0.72$0.00$0.00

Drawdowns Chart

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


-30.00%-25.00%-20.00%-15.00%NovemberDecember2023FebruaryMarch
-27.93%
-17.21%
BMO (Bank of Montreal)
Benchmark (^GSPC)

Worst 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 68.44%, recorded on Feb 23, 2009. It took 265 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-68.44%Nov 7, 2007325Feb 23, 2009265Mar 12, 2010590
-50.97%Jan 22, 202043Mar 23, 2020178Dec 3, 2020221
-47.88%Apr 15, 1998449Jan 24, 2000257Jan 30, 2001706
-34.69%Sep 4, 2014347Jan 20, 2016225Dec 8, 2016572
-30.54%Mar 23, 2022140Oct 11, 2022
-27.83%Feb 13, 2001359Jul 23, 2002115Jan 6, 2003474
-23.48%Sep 24, 201864Dec 24, 2018269Jan 21, 2020333
-20.13%Jan 23, 200480May 17, 200496Oct 4, 2004176
-18.94%Mar 11, 199723Apr 11, 199757Jul 2, 199780
-17.91%May 2, 2011162Dec 19, 2011250Dec 18, 2012412

Volatility Chart

Current Bank of Montreal volatility is 23.61%. 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.


10.00%20.00%30.00%40.00%NovemberDecember2023FebruaryMarch
23.61%
19.50%
BMO (Bank of Montreal)
Benchmark (^GSPC)