BMO Women in Leadership Fund (WOMN.TO)
ETF Info
| ISIN | CA05586T1075 |
|---|---|
| CUSIP | 05586T107 |
| Leveraged | 1x |
Share Price Chart
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Popular comparisons: WOMN.TO vs. ZSP.TO
Performance
Performance Chart
The chart shows the growth of an initial investment of CA$10,000 in BMO Women in Leadership Fund, 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
BMO Women in Leadership Fund had a return of 16.23% year-to-date (YTD) and 22.12% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 16.23% | 17.79% |
| 1 month | 1.57% | 0.18% |
| 6 months | 7.85% | 7.53% |
| 1 year | 22.12% | 26.42% |
| 5 years (annualized) | 11.04% | 13.48% |
| 10 years (annualized) | N/A | 10.85% |
Monthly Returns
The table below presents the monthly returns of WOMN.TO, 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 | 3.30% | 3.10% | 1.56% | -2.02% | 1.32% | 3.44% | 3.26% | 0.06% | 16.23% | ||||
| 2023 | 5.07% | -0.62% | 0.70% | 3.40% | 0.21% | 1.55% | 2.40% | -0.24% | -3.67% | -3.32% | 9.12% | 3.74% | 19.16% |
| 2022 | -7.69% | -2.10% | 3.63% | -6.67% | -4.58% | -5.28% | 4.87% | 4.94% | -7.23% | 1.82% | 3.88% | -4.65% | -18.66% |
| 2021 | -0.93% | 0.90% | 2.55% | 3.39% | -0.69% | 5.06% | 3.77% | 4.11% | -4.01% | 2.83% | 1.96% | 2.76% | 23.55% |
| 2020 | 3.20% | -3.44% | -12.04% | 9.39% | 1.63% | -0.40% | 5.18% | 2.63% | 0.54% | -4.56% | 9.00% | 2.37% | 12.17% |
| 2019 | 1.75% | 7.24% | 2.77% | 0.00% | 2.03% | -1.81% | 5.56% | -2.81% | 2.94% | -2.28% | 6.17% | 0.93% | 24.24% |
| 2018 | 0.00% | 2.86% | 1.07% | 1.11% | -0.29% | -6.74% | 2.97% | -5.32% | -4.70% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of WOMN.TO is 81, placing it in the top 19% of ETFs on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for BMO Women in Leadership Fund (WOMN.TO) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
BMO Women in Leadership Fund granted a 1.08% dividend yield in the last twelve months. The annual payout for that period amounted to CA$0.39 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|
| Dividend | CA$0.39 | CA$0.39 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.36 | CA$0.14 |
Dividend yield | 1.08% | 1.26% | 0.00% | 0.00% | 0.00% | 1.56% | 0.74% |
Monthly Dividends
The table displays the monthly dividend distributions for BMO Women in Leadership Fund. 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 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.00 | |||
| 2023 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.39 | CA$0.39 |
| 2022 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.00 |
| 2021 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.00 |
| 2020 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.00 |
| 2019 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.36 | CA$0.36 |
| 2018 | CA$0.14 | CA$0.14 |
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 BMO Women in Leadership Fund. 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 BMO Women in Leadership Fund was 29.94%, occurring on Mar 23, 2020. Recovery took 140 trading sessions.
The current BMO Women in Leadership Fund drawdown is 0.92%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -29.94% | Feb 21, 2020 | 22 | Mar 23, 2020 | 140 | Oct 13, 2020 | 162 |
| -21% | Jan 4, 2022 | 125 | Jun 30, 2022 | 390 | Jan 22, 2024 | 515 |
| -10.14% | Sep 11, 2018 | 71 | Dec 19, 2018 | 54 | Mar 11, 2019 | 125 |
| -6.75% | Oct 14, 2020 | 13 | Oct 30, 2020 | 6 | Nov 9, 2020 | 19 |
| -6.37% | Sep 9, 2021 | 18 | Oct 4, 2021 | 22 | Nov 4, 2021 | 40 |
Volatility
Volatility Chart
The current BMO Women in Leadership Fund volatility is 2.36%, 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.