Financial Stocks: Compare Returns of S&P 500 to Bank of Montreal (BMO)
S&P 500 prices are represented by SPDR® S&P 500® ETF (SPY) prices.
Prices for SPY and the designated stock are monthly closes adjusted for splits and dividends from Alpha Vantage.
| Compare Returns for SPY and BMO | ||
|---|---|---|
| Start Date | Jul-31-2015 | Jul-31-2015 |
| Start Price | $177.24 | $35.20 |
| End Date | Jul-08-2025 | Jul-08-2025 |
| End Price | $620.34 | $112.62 |
| Number Monthly Prices | 121 | 121 |
| Min Date | Sep-30-2015 | Aug-31-2015 |
| Min Price | $162.21 | $33.98 |
| Max Date | Jul-08-2025 | Jul-08-2025 |
| Max Price | $620.34 | $112.62 |
| Total Return | 250.00% | 219.96% |
| Annualized Return | 13.23% | 12.23% |
| Current Value of $1,000 Purchase | $3,500 | $3,200 |
| Number Returns | 7,260 | 7,260 |
| Average Return | 63.13% | 45.79% |
| Minimum Return | -23.93% | -35.55% |
| Maximum Return | 282.43% | 231.48% |
| Number Profitable Returns | 6,877 | 6,166 |
| Percent Profitable Returns | 94.72% | 84.93% |
| Number Unprofitable Returns | 383 | 1,094 |
| Percent Unprofitable Returns | 5.28% | 15.07% |
| Profitable to Unprofitable Returns Ratio | 17.96 | 5.64 |
BMO Performance Table and Chart
BMO Dividend Chart
BMO Dollar-cost Average
BMO Correlation with S&P 500
BMO Trendline Chart
BMO Moving Average Chart
BMO Stock Return Map - See Patterns of Gains and Losses
BMO Stock Returns/Purchase Dates