Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BABHX (BMO GROWTH ALLOCATION FUND CLASS I) | NA | -76.71% | -32.19% | -18.74% | NA | NA | NA | … | … |
Data as of 02/09/2022, Common starting date is 06/02/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BABHX (BMO GROWTH ALLOCATION FUND CLASS I) | 06/02/2014 | 02/09/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -76.71 | -32.19 | -18.74 | NA | NA | NA | … | … | -70.16 | -40.77 | 12.92 | 21.46 | -7.51 | 18.70 | 7.24 | -2.84 | 3.63 |
| Sharpe Ratio | NA | -0.70 | -0.53 | -0.42 | NA | NA | NA | … | … | -0.33 | -0.75 | 0.48 | 2.16 | -0.71 | 3.38 | 0.59 | -0.22 | 0.62 |
| Standard Deviation(%) | NA | 114.13 | 67.95 | 53.06 | NA | NA | NA | … | … | 307.98 | 54.67 | 26.27 | 9.30 | 12.43 | 5.37 | 11.86 | 12.97 | 10.06 |
| Draw Down(%) | NA | 80.34 | 80.34 | 80.34 | NA | NA | NA | … | … | 70.23 | 44.77 | 29.61 | 5.31 | 16.58 | 1.76 | 10.76 | 12.10 | 7.16 |
| Yield(%) | 0.00 | 16.21 | 12.56 | 10.89 | 6.73 | 4.49 | 3.37 | … | … | 0.29 | 16.77 | 10.44 | 9.13 | 10.17 | 8.53 | 6.49 | 7.61 | 2.07 |
Data as of 02/09/2022, Common starting date is 06/02/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BABHX (BMO GROWTH ALLOCATION FUND CLASS I) |
-32.17%
Jan 2019 – Jan 2022 |
-18.52%
Jan 2017 – Jan 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BABHX (BMO GROWTH ALLOCATION FUND CLASS I) |
11.81%
Sep 2015 – Sep 2018 |
11.90%
Feb 2016 – Feb 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart