Bank Of Montreal Etf Performance
| BNKU Etf | USD 22.38 0.21 0.93% |
The etf shows a Beta (market volatility) of 2.88, which signifies a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Bank of Montreal will likely underperform.
Risk-Adjusted Performance
Strong
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Bank of Montreal are ranked lower than 29 (%) of all global equities and portfolios over the last 90 days. In spite of comparatively weak forward-looking signals, Bank of Montreal unveiled solid returns over the last few months and may actually be approaching a breakup point. ...more
1 | Canadas ETF Scene Heats Up Active, Leveraged, and Gold Strategies Make Waves - The Globe and Mail | 06/02/2025 |
Bank of Montreal Relative Risk vs. Return Landscape
If you would invest 1,096 in Bank of Montreal on April 18, 2025 and sell it today you would earn a total of 1,142 from holding Bank of Montreal or generate 104.2% return on investment over 90 days. Bank of Montreal is currently generating 1.2509% in daily expected returns and assumes 3.3388% risk (volatility on return distribution) over the 90 days horizon. In different words, 29% of etfs are less volatile than Bank, and 75% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
| Risk |
Bank of Montreal Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Bank of Montreal's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as Bank of Montreal, and traders can use it to determine the average amount a Bank of Montreal's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.3747
| Best Portfolio | Best Equity | |||
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| Small Returns | BNKU | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 3.34 actual daily | 29 71% of assets are more volatile |
Expected Return
| 1.25 actual daily | 25 75% of assets have higher returns |
Risk-Adjusted Return
| 0.37 actual daily | 29 71% of assets perform better |
Based on monthly moving average Bank of Montreal is performing at about 29% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Bank of Montreal by adding it to a well-diversified portfolio.
Bank of Montreal Fundamentals Growth
Bank Etf prices reflect investors' perceptions of the future prospects and financial health of Bank of Montreal, and Bank of Montreal fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Bank Etf performance.
| Total Asset | 49.99 M | |||
About Bank of Montreal Performance
Assessing Bank of Montreal's fundamental ratios provides investors with valuable insights into Bank of Montreal's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the Bank of Montreal is effectively leveraging its assets and equity to generate significant profits, making it an appealing investment. Conversely, low Return on Assets could signal underlying management issues in assets and equity, indicating a necessity for operational refinements. Please also refer to our technical analysis and fundamental analysis pages.
The notes are senior unsecured medium-term notes issued by Bank of Montreal with a return linked to a three times leveraged participation in the performance of the index, compounded daily, less a Daily Investor Fee, the Daily Financing Charge and, if applicable, the Redemption Fee Amount. Microsectors is traded on NYSEARCA Exchange in the United States.| Bank of Montreal appears to be risky and price may revert if volatility continues | |
| Bank of Montreal created five year return of -9.0% | |
| This fund holds all of its assets under management (AUM) in equities |
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Bank of Montreal. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in industry. For more information on how to buy Bank Etf please use our How to Invest in Bank of Montreal guide.You can also try the Equity Analysis module to research over 250,000 global equities including funds, stocks and ETFs to find investment opportunities.
The market value of Bank of Montreal is measured differently than its book value, which is the value of Bank that is recorded on the company's balance sheet. Investors also form their own opinion of Bank of Montreal's value that differs from its market value or its book value, called intrinsic value, which is Bank of Montreal's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Bank of Montreal's market value can be influenced by many factors that don't directly affect Bank of Montreal's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Bank of Montreal's value and its price as these two are different measures arrived at by different means. Investors typically determine if Bank of Montreal is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Bank of Montreal's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.