NRGU
+2.68 · +14.04%
$21.74 · NYSE ARCA

Bank of Montreal (NRGU) ETF Analysis | Trading--Leveraged Equity

BMO Capital Markets · USA
AUM:$43.9M
#– of – in Trading--Leveraged Equity ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 23.4% over the past year, reflecting strong price momentum.

What is NRGU?

The ETNs are senior unsecured medium-term notes issued by Bank of Montreal with a return linked to a three times leveraged participation in the inverse performance of the index, compounded daily, minus the Daily Investor Fee and, if applicable, the Redemption Fee Amount plus the Daily Interest (which could be negative).

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
NRGU delivered 23.4% over the past year. Historical returns only — past performance is not indicative of future results.
Concentrated Holdings
Top 10 holdings account for 100.0% of the ETF — significant weight in a small number of names.
ETF Information
AUM$43.9M
Expense Ratio0.00%
Dividend Yield0.00%
Holdings10
Inception DateFeb 2025
Domicile–
Distribution–
Index–
ProviderBMO Capital Markets
Beta–
CategoryTrading--Leveraged Equity
CurrencyUSD
Portfolio Impact

How would NRGU affect your portfolio?

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Example preview
6168
+7 points · better diversified

Chart Tools

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+70.4%
1Y
+146.5%
3Y
+98.7%
5Y
+98.7%
OpenBook InsightIf you had invested £10,000 in NRGU 5 years ago, it would have grown to £19,872 — a gain of £9,872.

Annual Returns

Calendar year performance

NRGU delivered positive returns in 1 of the last 2 calendar years.
YearNRGU
2026 YTD+179.5%
2025-33.0%
1/2 positive yearsAvg return: +73.3%Worst year: -33.0% (2025)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
78.5%
Very High
Momentum
+25.4%
30-day change
Support Level
37.35
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Momentum is upward with a 25.4% move over 30 days.
  • Elevated volatility indicates higher short-term price variability and risk.