Bmo Monthly Income Etf Performance

ZMI Etf  CAD 18.80  0.03  0.16%   
The etf shows a Beta (market volatility) of 0.3, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, BMO Monthly's returns are expected to increase less than the market. However, during the bear market, the loss of holding BMO Monthly is expected to be smaller as well.

Risk-Adjusted Performance

Weak

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in BMO Monthly Income are ranked lower than 1 (%) of all global equities and portfolios over the last 90 days. In spite of very healthy forward indicators, BMO Monthly is not utilizing all of its potentials. The recent stock price disarray, may contribute to short-term losses for the investors. ...more
1
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11/07/2025
2
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3
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BMO Monthly Relative Risk vs. Return Landscape

If you would invest  1,871  in BMO Monthly Income on November 2, 2025 and sell it today you would earn a total of  9.00  from holding BMO Monthly Income or generate 0.48% return on investment over 90 days. BMO Monthly Income is generating 0.0093% of daily returns assuming 0.5665% volatility of returns over the 90 days investment horizon. Simply put, 5% of all etfs have less volatile historical return distribution than BMO Monthly, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days.
  Expected Return   
       Risk  
Assuming the 90 days trading horizon BMO Monthly is expected to generate 6.0 times less return on investment than the market. But when comparing it to its historical volatility, the company is 1.32 times less risky than the market. It trades about 0.02 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.07 of returns per unit of risk over similar time horizon.
Below is the normalized historical share price chart for BMO Monthly Income extending back to February 03, 2011. This chart has been adjusted for all splits and dividends and is plotted against all major global economic recessions. As of today, the current price of BMO Monthly stands at 18.80, as last reported on the 31st of January, with the highest price reaching 18.81 and the lowest price hitting 18.72 during the day.
3 y Volatility
6.64
200 Day MA
18.4577
1 y Volatility
5.77
50 Day MA
18.9556
Inception Date
2011-01-28
 
Credit Downgrade
 
Yuan Drop
 
Covid
 
Interest Hikes

BMO Monthly Target Price Odds to finish over Current Price

The tendency of BMO Etf price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
Current PriceHorizonTarget PriceOdds to move above the current price in 90 days
 18.80 90 days 18.80 
about 57.93
Based on a normal probability distribution, the odds of BMO Monthly to move above the current price in 90 days from now is about 57.93 (This BMO Monthly Income probability density function shows the probability of BMO Etf to fall within a particular range of prices over 90 days) .
Assuming the 90 days trading horizon BMO Monthly has a beta of 0.3. This usually means as returns on the market go up, BMO Monthly average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding BMO Monthly Income will be expected to be much smaller as well. Additionally BMO Monthly Income has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the Dow Jones Industrial.
   BMO Monthly Price Density   
       Price  

Predictive Modules for BMO Monthly

There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as BMO Monthly Income. Regardless of method or technology, however, to accurately forecast the etf market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the etf market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.
Hype
Prediction
LowEstimatedHigh
18.2318.8019.37
Details
Intrinsic
Valuation
LowRealHigh
18.2518.8219.39
Details
Naive
Forecast
LowNextHigh
18.1918.7619.33
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
18.4718.7419.01
Details

BMO Monthly Risk Indicators

For the most part, the last 10-20 years have been a very volatile time for the stock market. BMO Monthly is not an exception. The market had few large corrections towards the BMO Monthly's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold BMO Monthly Income, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of BMO Monthly within the framework of very fundamental risk indicators.
α
Alpha over Dow Jones
-0.03
β
Beta against Dow Jones0.30
σ
Overall volatility
0.15
Ir
Information ratio -0.13

BMO Monthly Alerts and Suggestions

In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of BMO Monthly for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for BMO Monthly Income can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.
Latest headline from news.google.com: Trend Tracker for - Stock Traders Daily
The fund keeps about 37.59% of its net assets in bonds

BMO Monthly Fundamentals Growth

BMO Etf prices reflect investors' perceptions of the future prospects and financial health of BMO Monthly, and BMO Monthly 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 BMO Etf performance.

About BMO Monthly Performance

By examining BMO Monthly's fundamental ratios, stakeholders can obtain critical insights into BMO Monthly's financial health, operational efficiency, and overall profitability. These insights assist in making well-informed investment and management decisions. For example, a high Return on Assets and Return on Equity would indicate that BMO Monthly is effectively utilizing its assets and equity to generate significant profits, enhancing its appeal to investors. On the other hand, low ROA and ROE values could reveal issues in asset and equity management, highlighting the need for operational improvements.
BMO Monthly Income ETF seeks to provide monthly cash distributions, with the potential for modest long-term capital appreciation, generally by investing in BMO ETFs that provide exposure to a diversified portfolio of income-bearing investments, including common equities, preferred shares, fixed income securities and trust units. BMO MONTHLY is traded on Toronto Stock Exchange in Canada.
Latest headline from news.google.com: Trend Tracker for - Stock Traders Daily
The fund keeps about 37.59% of its net assets in bonds

Other Information on Investing in BMO Etf

BMO Monthly financial ratios help investors to determine whether BMO Etf is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in BMO with respect to the benefits of owning BMO Monthly security.