BERZ Scorecard | BANK OF MONTREAL /CAN/

BANK OF MONTREAL /CAN/ (BERZ) Scorecard

2026-Q2: Total return Lose; Revenue growth Lose; EPS growth Lose.
2026-Q1: Total return Win; Revenue growth Lose; EPS growth Lose.
2025-Q4: Total return Lose; Revenue growth Lose; EPS growth Lose.
2025-Q3: Total return Lose; Revenue growth Lose; EPS growth Lose.

40 QUARTERS × 3 ROAST BATTLES

6/120 All 120 Win/Lose results shown below

Every strict quarterly win earns 1 point. A loss, tie, or unavailable scoring value earns 0.

Trailing 1 year (4 quarters): 1 wins, 11 lossesLast fetched: 4 Sept 2026

Complete point ledger

Each cell identifies the missing side explicitly.

Quarter	Total return	Revenue growth	EPS growth
2026-Q20/3	LoseBERZ / S&P -65.89% / 15.20%	LoseBERZ / S&P BERZ unavailable / 15.00%	LoseBERZ / S&P BERZ unavailable / 50.40%
2026-Q11/3	WinBERZ / S&P 19.74% / -4.33%	LoseBERZ / S&P BERZ unavailable / 11.30%	LoseBERZ / S&P BERZ unavailable / 27.70%
2025-Q40/3	LoseBERZ / S&P -20.59% / 2.65%	LoseBERZ / S&P BERZ unavailable / 9.00%	LoseBERZ / S&P BERZ unavailable / 13.40%
2025-Q30/3	LoseBERZ / S&P -37.59% / 8.12%	LoseBERZ / S&P BERZ unavailable / 4.61%	LoseBERZ / S&P BERZ unavailable / 13.45%
2025-Q20/3	LoseBERZ / S&P -64.65% / 10.94%	LoseBERZ / S&P BERZ unavailable / 4.83%	LoseBERZ / S&P BERZ unavailable / 10.63%
2025-Q11/3	WinBERZ / S&P 20.93% / -4.27%	LoseBERZ / S&P BERZ unavailable / 4.98%	LoseBERZ / S&P BERZ unavailable / 10.57%
2024-Q40/3	LoseBERZ / S&P -22.03% / 2.41%	LoseBERZ / S&P BERZ unavailable / 5.25%	LoseBERZ / S&P BERZ unavailable / 6.15%
2024-Q30/3	LoseBERZ / S&P -13.11% / 5.89%	LoseBERZ / S&P BERZ unavailable / 5.89%	LoseBERZ / S&P BERZ unavailable / 6.11%
2024-Q20/3	LoseBERZ / S&P -24.50% / 4.28%	LoseBERZ / S&P BERZ unavailable / 5.38%	LoseBERZ / S&P BERZ unavailable / 5.12%
2024-Q10/3	LoseBERZ / S&P -33.44% / 10.56%	LoseBERZ / S&P BERZ unavailable / 5.71%	LoseBERZ / S&P BERZ unavailable / 5.59%
2023-Q40/3	LoseBERZ / S&P -47.39% / 11.69%	LoseBERZ / S&P BERZ unavailable / 6.81%	LoseBERZ / S&P BERZ unavailable / 7.78%
2023-Q31/3	WinBERZ / S&P 1.08% / -3.27%	LoseBERZ / S&P BERZ unavailable / 7.52%	LoseBERZ / S&P BERZ unavailable / -5.03%
2023-Q20/3	LoseBERZ / S&P -44.18% / 8.74%	LoseBERZ / S&P BERZ unavailable / 9.50%	LoseBERZ / S&P BERZ unavailable / -8.57%
2023-Q10/3	LoseBERZ / S&P -63.33% / 7.50%	LoseBERZ / S&P BERZ unavailable / 10.77%	LoseBERZ / S&P BERZ unavailable / -15.69%
2022-Q40/3	LoseBERZ / S&P -18.38% / 7.56%	LoseBERZ / S&P BERZ unavailable / 11.88%	LoseBERZ / S&P BERZ unavailable / -17.99%
2022-Q31/3	WinBERZ / S&P 4.39% / -4.88%	LoseBERZ / S&P BERZ unavailable / 13.47%	LoseBERZ / S&P BERZ unavailable / -1.41%
2022-Q21/3	WinBERZ / S&P 108.67% / -16.10%	LoseBERZ / S&P BERZ unavailable / 13.71%	LoseBERZ / S&P BERZ unavailable / 11.04%
2022-Q11/3	WinBERZ / S&P 14.09% / -4.60%	LoseBERZ / S&P BERZ unavailable / 15.97%	LoseBERZ / S&P BERZ unavailable / 42.23%
2021-Q40/3	LoseBERZ / S&P -27.24% / 11.03%	LoseBERZ / S&P BERZ unavailable / 15.00%	LoseBERZ / S&P BERZ unavailable / 96.40%
2021-Q30/3	LoseBERZ / S&P BERZ unavailable / 0.58%	LoseBERZ / S&P BERZ unavailable / 10.77%	LoseBERZ / S&P BERZ unavailable / 69.42%
2021-Q20/3	LoseBERZ / S&P BERZ unavailable / 8.55%	LoseBERZ / S&P BERZ unavailable / 6.58%	LoseBERZ / S&P BERZ unavailable / 51.81%
2021-Q10/3	LoseBERZ / S&P BERZ unavailable / 6.17%	LoseBERZ / S&P BERZ unavailable / -1.06%	LoseBERZ / S&P BERZ unavailable / 7.39%
2020-Q40/3	LoseBERZ / S&P BERZ unavailable / 12.15%	LoseBERZ / S&P BERZ unavailable / -3.72%	LoseBERZ / S&P BERZ unavailable / -33.42%
2020-Q30/3	LoseBERZ / S&P BERZ unavailable / 8.93%	LoseBERZ / S&P BERZ unavailable / -2.04%	LoseBERZ / S&P BERZ unavailable / -27.10%
2020-Q20/3	LoseBERZ / S&P BERZ unavailable / 20.54%	LoseBERZ / S&P BERZ unavailable / -0.46%	LoseBERZ / S&P BERZ unavailable / -27.11%
2020-Q10/3	LoseBERZ / S&P BERZ unavailable / -19.60%	LoseBERZ / S&P BERZ unavailable / 3.47%	LoseBERZ / S&P BERZ unavailable / -14.75%
2019-Q40/3	LoseBERZ / S&P BERZ unavailable / 9.07%	LoseBERZ / S&P BERZ unavailable / 5.36%	LoseBERZ / S&P BERZ unavailable / 2.99%
2019-Q30/3	LoseBERZ / S&P BERZ unavailable / 1.70%	LoseBERZ / S&P BERZ unavailable / 5.02%	LoseBERZ / S&P BERZ unavailable / 0.21%
2019-Q20/3	LoseBERZ / S&P BERZ unavailable / 4.30%	LoseBERZ / S&P BERZ unavailable / 6.64%	LoseBERZ / S&P BERZ unavailable / 8.65%
2019-Q10/3	LoseBERZ / S&P BERZ unavailable / 13.65%	LoseBERZ / S&P BERZ unavailable / 8.12%	LoseBERZ / S&P BERZ unavailable / 14.29%
2018-Q40/3	LoseBERZ / S&P BERZ unavailable / -13.52%	LoseBERZ / S&P BERZ unavailable / 9.05%	LoseBERZ / S&P BERZ unavailable / 18.23%
2018-Q30/3	LoseBERZ / S&P BERZ unavailable / 7.71%	LoseBERZ / S&P BERZ unavailable / 10.21%	LoseBERZ / S&P BERZ unavailable / 19.06%
2018-Q20/3	LoseBERZ / S&P BERZ unavailable / 3.43%	LoseBERZ / S&P BERZ unavailable / 9.03%	LoseBERZ / S&P BERZ unavailable / 14.46%
2018-Q10/3	LoseBERZ / S&P BERZ unavailable / -0.76%	LoseBERZ / S&P BERZ unavailable / 7.68%	LoseBERZ / S&P BERZ unavailable / 12.46%
2017-Q40/3	LoseBERZ / S&P BERZ unavailable / 6.64%	LoseBERZ / S&P BERZ unavailable / 7.03%	LoseBERZ / S&P BERZ unavailable / 13.82%
2017-Q30/3	LoseBERZ / S&P BERZ unavailable / 4.48%	LoseBERZ / S&P BERZ unavailable / 5.68%	LoseBERZ / S&P BERZ unavailable / 17.57%
2017-Q20/3	LoseBERZ / S&P BERZ unavailable / 3.09%	LoseBERZ / S&P BERZ unavailable / 4.83%	LoseBERZ / S&P BERZ unavailable / 17.74%
2017-Q10/3	LoseBERZ / S&P BERZ unavailable / 6.07%	LoseBERZ / S&P BERZ unavailable / 3.67%	LoseBERZ / S&P BERZ unavailable / 13.32%
2016-Q40/3	LoseBERZ / S&P BERZ unavailable / 3.82%	LoseBERZ / S&P BERZ unavailable / 2.09%	LoseBERZ / S&P BERZ unavailable / 7.05%
2016-Q30/3	LoseBERZ / S&P BERZ unavailable / 3.85%	LoseBERZ / S&P BERZ unavailable / 0.20%	LoseBERZ / S&P BERZ unavailable / -3.15%

Dividend-reinvested, split-adjusted total return

1Y · 2025-08-29 to 2026-08-27

Metric	BERZ total return	S&P 500 Total Return Index
Total return	-79.15%	20.78%
Annualized return	-79.15%	20.78%

5Y · 2021-09-01 to 2026-08-27

Metric	BERZ total return	S&P 500 Total Return Index
Total return	-99.52%	83.14%
Annualized return	-65.66%	12.86%

10Y · 2021-08-18 to 2026-08-27

Metric	BERZ total return	S&P 500 Total Return Index
Total return	-99.60%	319.30%
Annualized return	-42.39%	15.41%

Calculation rules

window: Latest 40 completed benchmark quarters; unavailable issuer evidence remains visible and scores 0.
return Basis: Issuer adjusted close reinvests distributions and normalizes splits; the S&P 500 Total Return Index is the direct benchmark.
point Rule: Strict same-quarter win = 1. Loss, tie or unavailable evidence = 0. No partial or subjective points.
frequency: Quarter endpoints only.
fundamentals: Trailing-four-quarter issuer revenue and EPS growth use the issuer's normalized government-filed facts.
non Scoring

Snapshot captured 2026-09-04.