(XXXX) Bank of Montreal - Ratings and Ratios

Exchange: NYSE ARCA • Country: USA • Currency: USD • Type: Etf • • Trading--Leveraged Equity

XXXX: Daily, Trading, Risk, Management, Investment, Products

The Bank of Montreal notes, listed under the ticker symbol XXXX on the NYSE ARCA, are designed as sophisticated trading instruments for active investors seeking to manage intraday market risks. These notes aim to deliver returns that amplify the daily performance of an underlying index by a factor of 4x, though this leverage is reset daily and subject to fees and charges. The product is tailored for short-term tactical adjustments within a broader, diversified investment strategy.

The notes are linked to the performance of a specific equity index, providing 4x leveraged exposure on a daily basis. This means that the notes are designed to amplify both upward and downward movements of the index, though the effectiveness of this leverage can be impacted by the compounding effect over multiple trading sessions. The return is calculated before deducting the Daily Investor Fee, Daily Financing Charge, and any applicable Redemption Fee.

The ETF falls under the category of leveraged equity trading tools, targeting investors with a high-risk tolerance and the ability to monitor and adjust positions frequently. It is structured to appeal to traders seeking to capitalize on short-term market movements rather than long-term growth.

3-Month Forecast: Based on the provided data, the ETF is currently trading below its 20-day and 50-day simple moving averages, which are at 49.36 and 49.23, respectively. The 200-day SMA of 45.71 suggests a potential bearish trend forming. The Average True Range (ATR) of 2.41 indicates moderate volatility, which could lead to sharp price swings. With assets under management (AUM) of $161.91 million, liquidity is adequate but not exceptional. - Month 1: Expect continued downward pressure as the ETF struggles to reclaim its 20-day SMA. Support levels may form near the 200-day SMA at 45.71, but a breach could lead to further declines. - Month 2: If the ETF fails to break above the 50-day SMA, a bearish trend may dominate, with potential lows testing the 42.50 level. - Month 3: A bullish reversal is possible if the ETF regains and sustains above the 50-day SMA, targeting resistance near the 50.00 mark. However, this remains contingent on broader market conditions and investor sentiment.

Additional Sources for XXXX ETF

XXXX ETF Overview

Market Cap in USD 162m
Category Trading--Leveraged Equity
IPO / Inception 2023-12-04

XXXX ETF Ratings

Growth 5y 49.8%
Fundamental -
Dividend 0.0%
Rel. Strength Industry -16
Analysts -
Fair Price Momentum 27.37 USD
Fair Price DCF -

XXXX Dividends

No Dividends Paid

XXXX Growth Ratios

Growth Correlation 3m -47.4%
Growth Correlation 12m 73.9%
Growth Correlation 5y 85.8%
CAGR 5y 147.22%
CAGR/Max DD 5y 3.77
Sharpe Ratio 12m 1.29
Alpha -40.26
Beta 4.03
Volatility 114.91%
Current Volume 1356k
Average Volume 20d 1005.1k
What is the price of XXXX stocks?
As of March 15, 2025, the stock is trading at USD 33.55 with a total of 1,356,032 shares traded.
Over the past week, the price has changed by -16.93%, over one month by -35.60%, over three months by -38.09% and over the past year by -8.93%.
Is Bank of Montreal a good stock to buy?
Partly, yes. Based on ValueRay Analyses, Bank of Montreal (NYSE ARCA:XXXX) is currently (March 2025) ok to buy, but has to be watched. It has a Growth Technical Rating of 49.81 and therefor an somewhat technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of XXXX as of March 2025 is 27.37. This means that XXXX is currently overvalued and has a potential downside of -18.42%.
Is XXXX a buy, sell or hold?
Bank of Montreal has no consensus analysts rating.
What are the forecast for XXXX stock price target?
According to ValueRays Forecast Model, XXXX Bank of Montreal will be worth about 32.8 in March 2026. The stock is currently trading at 33.55. This means that the stock has a potential downside of -2.12%.
Issuer Forecast Upside
Wallstreet Target Price - -
Analysts Target Price - -
ValueRay Target Price 32.8 -2.1%