Bank Of Montreal Etf Five Year Return
Bank Of Montreal fundamentals help investors to digest information that contributes to Bank Of Montreal's financial success or failures. It also enables traders to predict the movement of Bank Etf. The fundamental analysis module provides a way to measure Bank Of Montreal's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Bank Of Montreal etf.
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Bank Of Montreal ETF Five Year Return Analysis
Bank Of Montreal's Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
More About Five Year Return | All Equity Analysis
Five Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Bank Of Montreal Five Year Return | (9.50) % |
Most of Bank Of Montreal's fundamental indicators, such as Five Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Bank Of Montreal is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
CompetitionAccording to the company disclosure, Bank Of Montreal has a Five Year Return of -9.5%. This is much lower than that of the BMO Capital Markets family and significantly lower than that of the Trading--Leveraged Equity category. The five year return for all United States etfs is notably higher than that of the company.
Bank Five Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Bank Of Montreal's direct or indirect competition against its Five Year Return to detect undervalued stocks with similar characteristics or determine the etfs which would be a good addition to a portfolio. Peer analysis of Bank Of Montreal could also be used in its relative valuation, which is a method of valuing Bank Of Montreal by comparing valuation metrics of similar companies.Bank Of Montreal is currently under evaluation in five year return as compared to similar ETFs.
Fund Asset Allocation for Bank Of Montreal
The fund invests 100.0% of asset under management in tradable equity instruments, with the rest of investments concentrated in .Asset allocation divides Bank Of Montreal's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Bank Fundamentals
| Number Of Employees | 115 | |||
| Beta | 3.06 | |||
| Total Asset | 49.99 M | |||
| One Year Return | 79.40 % | |||
| Three Year Return | (8.20) % | |||
| Five Year Return | (9.50) % | |||
| Net Asset | 49.99 M | |||
| Equity Positions Weight | 100.00 % |
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Check out Trending Equities to better understand how to build diversified portfolios. 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. You can also try the Idea Analyzer module to analyze all characteristics, volatility and risk-adjusted return of Macroaxis ideas.
Other Tools for Bank Etf
When running Bank Of Montreal's price analysis, check to measure Bank Of Montreal's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Bank Of Montreal is operating at the current time. Most of Bank Of Montreal's value examination focuses on studying past and present price action to predict the probability of Bank Of Montreal's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Bank Of Montreal's price. Additionally, you may evaluate how the addition of Bank Of Montreal to your portfolios can decrease your overall portfolio volatility.
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