Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BABYX (BMO GROWTH ALLOCATION FUND CLASS Y) | NA | -76.51% | -32.14% | -18.77% | 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 |
|---|---|---|
| BABYX (BMO GROWTH ALLOCATION FUND CLASS Y) | 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 | -76.51 | -32.14 | -18.77 | NA | NA | NA | … | … | -70.37 | -39.98 | 12.57 | 21.23 | -7.69 | 18.35 | 7.01 | -3.14 | 3.49 |
| Sharpe Ratio | NA | -0.70 | -0.53 | -0.42 | NA | NA | NA | … | … | -0.32 | -0.75 | 0.47 | 2.13 | -0.72 | 3.31 | 0.57 | -0.24 | 0.60 |
| Standard Deviation(%) | NA | 113.90 | 67.82 | 52.96 | NA | NA | NA | … | … | 309.64 | 53.14 | 26.29 | 9.30 | 12.48 | 5.38 | 11.85 | 12.96 | 10.09 |
| Draw Down(%) | NA | 80.20 | 80.20 | 80.20 | NA | NA | NA | … | … | 70.40 | 44.04 | 29.58 | 5.41 | 16.72 | 1.85 | 10.76 | 12.21 | 7.16 |
| Yield(%) | 0.00 | 16.17 | 12.42 | 10.71 | 6.57 | 4.38 | 3.29 | … | … | 0.29 | 16.71 | 10.32 | 8.93 | 9.88 | 8.19 | 6.15 | 7.31 | 1.93 |
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 |
|---|---|---|---|---|
| BABYX (BMO GROWTH ALLOCATION FUND CLASS Y) |
-32.11%
Jan 2019 – Jan 2022 |
-18.56%
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 |
|---|---|---|---|---|
| BABYX (BMO GROWTH ALLOCATION FUND CLASS Y) |
11.52%
Sep 2015 – Sep 2018 |
11.63%
Feb 2016 – Feb 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart