Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BACVX (BMO SMALL-CAP VALUE FUND CLASS A) | NA | -9.70% | 3.06% | 2.33% | NA | NA | NA | … | … |
Data as of 02/09/2022, Common starting date is 05/28/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BACVX (BMO SMALL-CAP VALUE FUND CLASS A) | 05/28/2014 | 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 | -9.70 | 3.06 | 2.33 | NA | NA | NA | … | … | -28.83 | 24.31 | 0.10 | 19.58 | -15.10 | 8.91 | 22.94 | -5.35 | 2.79 |
| Sharpe Ratio | NA | -0.49 | 0.01 | 0.01 | NA | NA | NA | … | … | -1.24 | 1.03 | 0.00 | 1.16 | -0.99 | 0.63 | 1.21 | -0.35 | 0.35 |
| Standard Deviation(%) | NA | 32.95 | 34.55 | 28.41 | NA | NA | NA | … | … | 77.14 | 23.52 | 46.75 | 15.69 | 16.61 | 13.27 | 18.66 | 15.48 | 13.50 |
| Draw Down(%) | NA | 30.99 | 46.51 | 49.47 | NA | NA | NA | … | … | 30.21 | 14.95 | 46.51 | 11.41 | 26.01 | 7.64 | 16.23 | 14.60 | 13.29 |
| Yield(%) | 0.00 | 8.14 | 3.76 | 5.08 | 4.38 | 2.92 | 2.19 | … | … | 0.10 | 9.21 | 0.48 | 1.18 | 7.36 | 8.20 | 10.80 | 3.85 | 5.81 |
Data as of 02/09/2022, Common starting date is 05/28/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BACVX (BMO SMALL-CAP VALUE FUND CLASS A) |
-10.85%
Mar 2017 – Mar 2020 |
-4.24%
Mar 2015 – Mar 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BACVX (BMO SMALL-CAP VALUE FUND CLASS A) |
16.90%
Dec 2018 – Dec 2021 |
11.36%
Feb 2016 – Feb 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart