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CEFZ vs BNKU

Comparison between RIVERNORTH ACTIVE INCOME ETF (CEFZ, ETF) and Bank of Montreal (BNKU, ETF).

5-Year PerformanceCEFZ has outperformed BNKU, delivering a return of +15.3% compared to -2.0%

CEFZ vs BNKU - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
CEFZ
$40M
BNKU
$40M
Expense Ratio
CEFZ
3.36%
BNKU
N/A
Max Drawdown
CEFZ
93.56%
Winner
BNKU
91.10%
Sharpe Ratio
CEFZ
1.10
Winner
BNKU
1.31
5Y Beta
Winner
CEFZ
0.62
BNKU
1.44
P/E Ratio
CEFZ
N/A
BNKU
15.89
Forward P/E
CEFZ
N/A
BNKU
14.17
PEG Ratio
CEFZ
N/A
BNKU
0.70
5Y EPS CAGR
CEFZ
N/A
BNKU
11.72%
Debt to Equity
CEFZ
N/A
BNKU
95.69%
P/S Ratio
CEFZ
N/A
BNKU
4.20
P/B Ratio
CEFZ
N/A
BNKU
1.95

CEFZ vs BNKU - Historical Returns

Returns include dividend reinvestment.

1M
CEFZ
+0.40%
Winner
BNKU
+7.84%
3M
CEFZ
+1.27%
Winner
BNKU
+29.82%
6M
CEFZ
+2.88%
Winner
BNKU
+30.55%
1Y
CEFZ
+13.06%
Winner
BNKU
+89.64%
5Y(CAGR)
Winner
CEFZ
+15.28%
BNKU
-2.03%
Max(CAGR)
CEFZ
-5.38%
Winner
BNKU
-1.82%

CEFZ vs BNKU - Annual Returns (2019 - 2026)

Returns include dividend reinvestment.

YearCEFZBNKU
2026+4.80%+24.69%
2025+7.67%+46.04%
2024N/A+44.52%
2023N/A-7.85%
2022N/A-57.27%
2021N/A+120.87%
2020-73.60%-68.69%
2019+5.16%+55.82%

CEFZ vs BNKU Drawdown Comparison

The maximum drawdown for CEFZ was -93.40%, occurring on Mar 18, 2020. This drawdown has not yet recovered.

The maximum drawdown for BNKU was -91.10%, occurring on Mar 23, 2020. This drawdown has not yet recovered.

The current CEFZ drawdown is -37.72%. The current BNKU drawdown is -45.51%.

RankCEFZBNKU
#1-93.40%
Feb 19, 2020 - Mar 18, 2020
-91.10%
Jan 2, 2020 - Mar 23, 2020
#2-3.84%
Jan 22, 2020 - Feb 19, 2020
-35.57%
Jul 26, 2019 - Oct 25, 2019
#3-1.49%
Nov 4, 2019 - Nov 29, 2019
-28.32%
May 3, 2019 - Jul 24, 2019
#4-1.11%
Dec 26, 2019 - Jan 2, 2020
-8.07%
Nov 27, 2019 - Dec 6, 2019
#5-0.64%
Nov 29, 2019 - Dec 9, 2019
-4.22%
Nov 8, 2019 - Nov 22, 2019
#6-0.56%
Jan 17, 2020 - Jan 22, 2020
-3.87%
Apr 4, 2019 - Apr 12, 2019
#7-0.34%
Oct 25, 2019 - Nov 1, 2019
-3.36%
Apr 12, 2019 - Apr 16, 2019
#8-0.17%
Jan 2, 2020 - Jan 7, 2020
-3.09%
Apr 29, 2019 - May 3, 2019
#9-0.10%
Dec 12, 2019 - Dec 16, 2019
-2.90%
Apr 17, 2019 - Apr 29, 2019
#10-0.07%
Dec 20, 2019 - Dec 24, 2019
-2.75%
Jul 24, 2019 - Jul 26, 2019
#11N/A-2.72%
Dec 17, 2019 - Dec 26, 2019
#12N/A-2.21%
Dec 26, 2019 - Jan 2, 2020
#13N/A-1.74%
Dec 6, 2019 - Dec 13, 2019
#14N/A-1.42%
Oct 28, 2019 - Nov 1, 2019
#15N/A-1.18%
Nov 25, 2019 - Nov 27, 2019

Correlation

Correlation between CEFZ and BNKU is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.

0.93
-101

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