Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BADIX (BMO DIVIDEND INCOME FUND CLASS A) | NA | -20.13% | -0.86% | 3.63% | NA | NA | NA | … | … |
Data as of 02/14/2022, Common starting date is 05/28/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BADIX (BMO DIVIDEND INCOME FUND CLASS A) | 05/28/2014 | 02/14/2022 |
| 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 | -20.13 | -0.86 | 3.63 | NA | NA | NA | … | … | -33.78 | 15.05 | 0.91 | 23.22 | -4.55 | 21.66 | 15.11 | -3.76 | 8.48 |
| Sharpe Ratio | NA | -0.60 | -0.04 | 0.12 | NA | NA | NA | … | … | -1.08 | 0.91 | 0.02 | 1.80 | -0.37 | 2.94 | 1.16 | -0.25 | 1.33 |
| Standard Deviation(%) | NA | 33.70 | 30.13 | 24.69 | NA | NA | NA | … | … | 89.49 | 16.45 | 37.71 | 12.14 | 15.95 | 7.18 | 12.76 | 15.05 | 10.96 |
| Draw Down(%) | NA | 34.90 | 40.11 | 40.11 | NA | NA | NA | … | … | 34.90 | 12.94 | 40.11 | 7.71 | 17.81 | 3.11 | 8.71 | 13.54 | 7.70 |
| Yield(%) | 0.00 | 12.95 | 6.49 | 7.97 | 5.95 | 3.97 | 2.98 | … | … | 0.07 | 13.92 | 1.87 | 2.50 | 6.04 | 14.15 | 3.43 | 7.73 | 8.05 |
Data as of 02/14/2022, 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 |
|---|---|---|---|---|
| BADIX (BMO DIVIDEND INCOME FUND CLASS A) |
-1.13%
Mar 2017 – Mar 2020 |
2.36%
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 |
|---|---|---|---|---|
| BADIX (BMO DIVIDEND INCOME FUND CLASS A) |
17.02%
Dec 2018 – Dec 2021 |
14.32%
Oct 2016 – Oct 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart