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BMO: Bank of Montreal (STOCK)
Basic Info 164.37 0.84(0.51%) June 05
| Asset Class: | ROOT |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 10/27/1994 |
| Last Dividend Date: | 04/29/2026 |
| 12-Mo. Yield | 4.41% |
| Expenses | - |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 10/27/1994 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.5 | 28.8 | 57.4 | 29.8 | 13.9 | 14.9 | 11.6 | 10.5 | 13.9 | 39.6 | 3.0 | 14.6 | -12.4 | 46.9 | 3.3 | 24.3 | -15.0 | 15.4 | 34.7 | -15.6 | 10.4 | 13.7 | 17.3 | -0.3 | 13.6 | 120.5 | -52.0 | -0.4 | 9.5 | 20.4 | 21.0 | 64.4 | 22.8 | -9.7 | 62.5 | -15.0 | -9.6 | 39.2 | 40.9 | 21.5 | 0.7 |
| Sharpe Ratio | NA | 3.38 | 2.88 | 1.31 | 0.53 | 0.55 | NA | NA | 0.48 | 2.02 | -0.03 | 0.54 | -0.54 | 2.55 | 0.06 | 1.71 | -1.15 | 1.21 | 1.8 | -0.76 | 0.88 | 1.06 | 1.18 | -0.01 | 0.51 | 2.62 | -1.05 | -0.16 | 0.39 | 1.29 | 1.17 | 3.82 | 0.9 | -0.42 | 2.07 | -0.72 | -0.34 | 1.45 | 1.8 | 0.94 | 0.0 |
| Draw Down(%) | NA | 11.6 | 11.6 | 19.0 | 34.3 | 51.0 | NA | NA | 68.5 | 15.9 | 17.5 | 24.4 | 30.5 | 9.8 | 51.0 | 14.3 | 23.5 | 12.9 | 14.2 | 25.9 | 12.7 | 10.5 | 13.7 | 17.9 | 17.8 | 31.9 | 56.7 | 17.2 | 13.4 | 9.1 | 19.7 | 6.2 | 18.6 | 26.5 | 12.8 | 27.7 | 43.2 | 18.9 | 14.0 | 9.8 | 4.7 |
| Standard Deviation(%) | NA | 23.0 | 19.0 | 20.3 | 21.4 | 23.8 | NA | NA | 25.2 | 18.2 | 21.5 | 20.5 | 25.7 | 18.4 | 50.7 | 13.4 | 14.3 | 12.2 | 19.2 | 20.6 | 11.8 | 12.9 | 14.7 | 23.2 | 26.5 | 46.0 | 50.1 | 22.3 | 15.5 | 14.1 | 17.1 | 16.7 | 24.0 | 29.1 | 28.2 | 25.5 | 38.2 | 24.4 | 20.5 | 18.7 | 19.9 |
| Treynor Ratio | NA | 0.72 | 0.6 | 0.35 | 0.14 | 0.15 | NA | NA | 0.15 | 0.59 | -0.01 | 0.11 | -0.18 | 0.54 | 0.03 | 0.33 | -0.28 | 0.2 | 0.33 | -0.18 | 0.22 | 0.2 | 0.2 | 0.0 | 0.12 | 0.89 | -0.59 | -0.04 | 0.13 | 0.53 | 0.36 | 1.6 | 0.39 | -0.19 | 1.37 | -0.28 | -0.14 | 0.49 | 0.46 | 0.33 | 0.0 |
| Alpha | NA | 0.16 | 0.1 | 0.05 | 0.01 | 0.01 | NA | NA | 0.02 | 0.09 | -0.05 | -0.04 | 0.01 | 0.07 | -0.04 | 0.01 | -0.06 | 0.0 | 0.08 | -0.07 | 0.02 | -0.02 | 0.01 | -0.01 | 0.0 | 0.21 | -0.11 | -0.02 | 0.01 | 0.07 | 0.06 | 0.16 | 0.14 | 0.0 | 0.21 | -0.11 | -0.11 | 0.05 | 0.07 | 0.01 | 0.02 |
| Beta | NA | 1.08 | 0.92 | 0.76 | 0.8 | 0.9 | NA | NA | 0.83 | 0.62 | 0.76 | 1.03 | 0.78 | 0.86 | 1.14 | 0.7 | 0.59 | 0.72 | 1.04 | 0.86 | 0.47 | 0.7 | 0.88 | 0.86 | 1.09 | 1.36 | 0.9 | 0.89 | 0.47 | 0.34 | 0.55 | 0.4 | 0.55 | 0.66 | 0.43 | 0.64 | 0.93 | 0.73 | 0.81 | 0.54 | 0.48 |
| RSquared | NA | 0.42 | 0.35 | 0.31 | 0.4 | 0.47 | NA | NA | 0.39 | 0.41 | 0.21 | 0.43 | 0.53 | 0.38 | 0.61 | 0.43 | 0.5 | 0.16 | 0.51 | 0.42 | 0.2 | 0.36 | 0.58 | 0.74 | 0.57 | 0.64 | 0.54 | 0.41 | 0.09 | 0.06 | 0.13 | 0.16 | 0.36 | 0.24 | 0.11 | 0.21 | 0.24 | 0.29 | 0.21 | 0.05 | 0.07 |
| Yield(%) | N/A | 1.8 | 4.4 | 5.3 | 4.1 | 5.9 | 5.7 | 5.9 | N/A | 4.7 | 4.6 | 4.7 | 3.9 | 4.5 | 4.0 | 5.4 | 4.0 | 3.8 | 6.2 | 4.8 | 4.2 | 4.6 | 5.0 | 4.9 | 5.0 | 9.2 | 4.7 | 4.3 | 3.5 | 3.6 | 3.8 | 6.2 | 5.3 | 4.4 | 6.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -47.2 | 6.3 | 21.0 | 32.3 | 39.1 | 139.7 | N/A | N/A | 2.3 | 4.4 | 2.3 | 23.4 | 8.7 | -11.9 | 12.1 | 16.0 | -20.0 | 1.1 | 21.3 | -3.3 | 1.8 | -1.4 | 6.0 | 11.2 | -7.4 | 4.0 | 26.7 | 18.0 | 6.4 | -4.8 | 39.2 | 7.1 | 12.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/27/1994
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