The investment seeks to reflect a 3x leveraged long exposure to the performance of the Solactive MicroSectorsTM U.S. Big Oil Index on a daily basis. 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. The index is an equal-dollar weighted index designed to represent the 10 U.S. listed stocks with the largest market capitalization in the energy/oil sector.
|ISCB||iShares Morningstar Small-Cap ..||0.00 %||
|PFV||Amplify YieldShares Senior Loa..||0.00 %||
|CPUH||Compute Health Acquisition Cor..||0.00 %||
|PTBD||Pacer Trendpilot US Bond ETF||0.00 %||
|SGL||Strategic Global Income Fund I..||0.00 %||
|ATMR||Altimar Acquisition Corp. II||0.00 %||
|DNZ||D and Z Media Acquisition Corp||0.00 %||
|ULTR||IQ Ultra Short Duration ETF||0.00 %||
|SCHJ||Schwab 1-5 Year Corporate Bond..||0.00 %||
|Market Performance vs.
|Market Performance vs. Exchange|
|Value||Sector Median||Percentile Rank||Grade||Market Median||Percentile Rank||Grade|
|Trailing 12 Months|
|Trailing 5 Years|
|Average Annual (5 Year Horizon)|
|Risk Return Profile|
|Volatility (Standard Deviation)||68.74%||8%||F||7%||F|
|Risk Adjusted Return||-49.41%||3%||F||6%||F|
|Letter Grade||Percentage||Letter Grade||Percentage||Letter Grade||Percentage|
|Target Price Action||Rating Action||Analyst||Rating||Price||Date|
This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.
This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.
This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.
The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.
The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.