AVK vs FNGO
Comparison between Advent Convertible and Income Fund (AVK, ETF) and Bank of Montreal (FNGO, ETF).
5-Year PerformanceFNGO has outperformed AVK, delivering a return of +26.4% compared to +4.6%
AVK vs FNGO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
AVK vs FNGO - Historical Returns
Returns include dividend reinvestment.
AVK vs FNGO - Annual Returns (2003 - 2026)
Returns include dividend reinvestment.
| Year | AVK | FNGO |
|---|---|---|
| 2026 | +5.98% | +14.32% |
| 2025 | +19.95% | +26.09% |
| 2024 | +19.76% | +112.25% |
| 2023 | +16.15% | +247.27% |
| 2022 | -34.02% | -72.76% |
| 2021 | +31.87% | +29.72% |
| 2020 | +17.44% | +219.34% |
| 2019 | +33.44% | +76.58% |
| 2018 | -14.12% | -40.52% |
| 2017 | +17.14% | N/A |
| 2016 | +17.46% | N/A |
| 2015 | -11.00% | N/A |
| 2014 | -6.13% | N/A |
| 2013 | +21.73% | N/A |
| 2012 | +13.22% | N/A |
| 2011 | -12.06% | N/A |
| 2010 | +25.01% | N/A |
| 2009 | +45.72% | N/A |
| 2008 | -46.86% | N/A |
| 2007 | -9.22% | N/A |
| 2006 | +35.65% | N/A |
| 2005 | -6.96% | N/A |
| 2004 | +9.88% | N/A |
| 2003 | +11.70% | N/A |
AVK vs FNGO Drawdown Comparison
The maximum drawdown for AVK was -67.35%, occurring on Dec 15, 2008. Recovery took 920 trading sessions.
The maximum drawdown for FNGO was -78.39%, occurring on Nov 9, 2022. Recovery took 566 trading sessions.
The current AVK drawdown is -3.71%. The current FNGO drawdown is -17.04%.
| Rank | AVK | FNGO |
|---|---|---|
| #1 | -67.35% Jul 3, 2007 - Feb 25, 2011 | -78.39% Nov 4, 2021 - Feb 7, 2024 |
| #2 | -49.75% Feb 20, 2020 - Nov 16, 2020 | -60.28% Feb 19, 2020 - Jun 10, 2020 |
| #3 | -38.46% Dec 31, 2021 - Jun 26, 2025 | -50.95% Aug 7, 2018 - Dec 23, 2019 |
| #4 | -36.50% Aug 21, 2014 - May 1, 2017 | -47.64% Feb 14, 2025 - Jun 26, 2025 |
| #5 | -31.14% Mar 4, 2011 - Apr 26, 2013 | -42.73% Oct 29, 2025 - May 26, 2026 |
| #6 | -21.42% Oct 1, 2018 - Apr 8, 2019 | -33.53% Jul 10, 2024 - Dec 3, 2024 |
| #7 | -17.57% Apr 2, 2004 - Oct 7, 2004 | -31.08% Feb 16, 2021 - Sep 7, 2021 |
| #8 | -14.24% Jan 28, 2026 - Apr 20, 2026 | -25.96% Sep 2, 2020 - Dec 7, 2020 |
| #9 | -13.93% Jan 3, 2005 - Aug 3, 2005 | -18.66% Apr 11, 2024 - May 15, 2024 |
| #10 | -12.65% May 17, 2013 - Nov 29, 2013 | -18.44% Sep 7, 2021 - Oct 19, 2021 |
| #11 | -11.33% Sep 6, 2005 - Jan 25, 2006 | -17.04% Jun 1, 2026 - Jun 5, 2026 |
| #12 | -10.28% Nov 15, 2021 - Dec 23, 2021 | -15.30% Dec 16, 2024 - Feb 14, 2025 |
| #13 | -9.43% May 28, 2003 - Oct 6, 2003 | -10.97% Jun 23, 2020 - Jul 2, 2020 |
| #14 | -8.73% Jan 26, 2018 - Aug 9, 2018 | -10.44% Jul 10, 2020 - Aug 5, 2020 |
| #15 | -8.18% Jul 13, 2021 - Aug 9, 2021 | -10.34% Jan 26, 2021 - Feb 4, 2021 |
Correlation
Correlation between AVK and FNGO is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
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