Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BABRX (BMO GROWTH ALLOCATION FUND CLASS R3) | NA | -79.60% | -35.37% | -21.19% | 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 |
|---|---|---|
| BABRX (BMO GROWTH ALLOCATION FUND CLASS R3) | 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 | -79.60 | -35.37 | -21.19 | NA | NA | NA | … | … | -70.17 | -28.61 | 12.30 | 20.90 | -7.92 | 18.06 | 6.71 | -3.33 | 3.34 |
| Sharpe Ratio | NA | -0.71 | -0.53 | -0.42 | NA | NA | NA | … | … | -0.32 | -0.58 | 0.46 | 2.09 | -0.75 | 3.23 | 0.55 | -0.26 | 0.58 |
| Standard Deviation(%) | NA | 112.88 | 67.25 | 52.52 | NA | NA | NA | … | … | 308.76 | 49.44 | 26.30 | 9.30 | 12.45 | 5.40 | 11.82 | 12.95 | 9.98 |
| Draw Down(%) | NA | 79.75 | 79.75 | 79.75 | NA | NA | NA | … | … | 70.20 | 40.51 | 29.63 | 5.41 | 16.92 | 1.76 | 10.87 | 12.22 | 7.26 |
| Yield(%) | 0.00 | 15.90 | 12.13 | 10.42 | 6.37 | 4.25 | 3.18 | … | … | 0.29 | 16.42 | 10.05 | 8.63 | 9.54 | 7.92 | 5.73 | 7.11 | 1.77 |
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 |
|---|---|---|---|---|
| BABRX (BMO GROWTH ALLOCATION FUND CLASS R3) |
-35.34%
Jan 2019 – Jan 2022 |
-20.97%
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 |
|---|---|---|---|---|
| BABRX (BMO GROWTH ALLOCATION FUND CLASS R3) |
11.25%
Sep 2015 – Sep 2018 |
11.35%
Feb 2016 – Feb 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart