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MRMSX: BMO MID-CAP GROWTH FUND CLASS Y (MUTUAL FUND)
Basic Info
| Asset Class: | Mid-Cap Growth |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 12/28/1993 |
| Last Dividend Date: | 12/07/2016 |
| 12-Mo. Yield | 22.28% |
| Expenses | 1.23% |
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Performance Analytics (As of 08/24/2020)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 12/28/1993 |
2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 0.0 | 0.0 | 2.6 | 7.8 | 7.1 | 7.2 | 8.0 | 11.9 | 4.4 | -9.1 | 4.9 | 28.6 | 17.0 | -3.1 | 31.3 | 33.6 | -40.5 | 24.5 | 9.0 | 4.0 | 12.7 | 27.6 | -31.7 | -10.5 | -11.6 | 60.8 | 15.8 | 22.7 | 20.6 | 24.0 | -5.6 | 1.9 |
| Sharpe Ratio | NA | 1.27 | 0.17 | 0.65 | 0.28 | NA | NA | 0.2 | 3.11 | 0.24 | -0.55 | 0.34 | 2.09 | 1.02 | -0.1 | 1.38 | 1.36 | -1.05 | 1.16 | 0.38 | 0.13 | 0.87 | 1.61 | -1.23 | -0.51 | -0.35 | 2.49 | 0.47 | -1.74 | 1.08 | 1.34 | -0.64 | 99.11 |
| Draw Down(%) | NA | 8.3 | 30.6 | 30.6 | 53.2 | NA | NA | 65.2 | 2.6 | 18.0 | 17.0 | 11.3 | 8.2 | 13.4 | 29.0 | 18.3 | 16.4 | 52.5 | 11.9 | 15.3 | 10.1 | 17.1 | 10.9 | 42.4 | 30.5 | 37.4 | 12.6 | 38.5 | 14.6 | 17.0 | 10.4 | 16.7 | 0.0 |
| Standard Deviation(%) | NA | 12.5 | 15.5 | 15.1 | 22.7 | NA | NA | 22.3 | 9.5 | 17.3 | 16.4 | 14.4 | 13.7 | 16.7 | 30.7 | 22.5 | 24.7 | 39.3 | 18.7 | 15.0 | 14.0 | 13.6 | 16.7 | 26.8 | 25.7 | 44.2 | 23.1 | 26.6 | 18.6 | 15.6 | 15.0 | 13.5 | 3.9 |
| Treynor Ratio | NA | 0.15 | 0.03 | 0.1 | 0.07 | NA | NA | 0.05 | 0.28 | 0.04 | -0.09 | 0.05 | 0.29 | 0.17 | -0.03 | 0.31 | 0.42 | -0.5 | 0.2 | 0.06 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | 0.0 | -0.02 | -0.02 | 0.0 | NA | NA | 0.02 | -0.01 | -0.01 | -0.03 | -0.03 | -0.01 | 0.0 | 0.01 | 0.01 | 0.0 | 0.0 | 0.02 | 0.0 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| Beta | NA | 1.03 | 1.03 | 1.01 | 0.92 | NA | NA | 0.92 | 1.04 | 1.06 | 1.0 | 1.02 | 0.98 | 1.01 | 1.07 | 0.99 | 0.8 | 0.83 | 1.06 | 0.94 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.92 | 0.94 | 0.93 | 0.94 | NA | NA | 0.42 | 0.86 | 0.96 | 0.94 | 0.94 | 0.91 | 0.94 | 0.98 | 0.94 | 0.93 | 0.96 | 0.95 | 0.17 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 22.3 | 13.8 | 14.7 | 8.6 | 8.4 | 8.6 | N/A | 0.0 | 22.7 | 14.1 | 14.4 | 14.8 | 6.8 | 0.0 | 0.0 | 0.0 | 3.2 | 0.0 | 0.0 | 0.0 | 0.7 | 0.0 | 0.0 | 0.3 | 21.5 | 11.1 | 5.9 | 14.1 | 10.3 | 0.0 | 0.1 | 0.1 |
| Dividend Growth(%) | N/A | 23.7 | 123.7 | 2217.5 | 55.0 | N/A | N/A | N/A | -100.0 | 23.7 | -10.9 | 5.6 | 141.9 | N/A | N/A | N/A | -100.0 | N/A | N/A | N/A | -100.0 | N/A | N/A | -100.0 | -99.2 | 193.4 | 106.6 | -54.8 | 49.6 | N/A | -100.0 | -10.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/28/1993
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