Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BALGX (BMO LARGE-CAP GROWTH FUND CLASS A) | -8.30% | 17.59% | 23.68% | 6.09% | 12.30% | NA | NA | … | … |
Data as of 03/13/2026, Common starting date is 05/28/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BALGX (BMO LARGE-CAP GROWTH FUND CLASS A) | 05/28/2014 | 03/13/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.09 | 17.59 | 23.68 | 6.09 | 12.30 | NA | NA | … | … | -8.30 | 14.93 | 31.88 | 41.54 | -43.92 | 26.23 | 28.99 | 27.54 | -1.16 | 27.97 | 8.66 | 5.68 | 10.68 |
| Sharpe Ratio | NA | 0.67 | 1.08 | 0.16 | 0.49 | NA | NA | … | … | -2.45 | 0.52 | 1.62 | 2.44 | -1.16 | 1.67 | 0.84 | 1.89 | -0.13 | 3.32 | 0.60 | 0.35 | 1.48 |
| Standard Deviation(%) | NA | 22.18 | 18.83 | 23.83 | 21.98 | NA | NA | … | … | 15.49 | 23.21 | 17.41 | 15.67 | 39.09 | 15.67 | 34.24 | 13.80 | 19.37 | 8.25 | 13.98 | 16.13 | 12.49 |
| Draw Down(%) | NA | 15.49 | 23.37 | 45.59 | 45.59 | NA | NA | … | … | 8.92 | 23.37 | 12.22 | 9.18 | 45.26 | 7.04 | 31.29 | 8.29 | 21.40 | 2.69 | 10.73 | 11.03 | 8.46 |
| Yield(%) | 43.59 | 73.51 | 41.89 | 18.80 | 20.06 | 13.45 | 10.08 | … | … | 40.94 | 31.75 | 15.62 | 0.03 | 4.72 | 16.65 | 9.41 | 5.70 | 14.59 | 6.97 | 6.56 | 14.96 | 15.53 |
Data as of 03/13/2026, 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 |
|---|---|---|---|---|
| BALGX (BMO LARGE-CAP GROWTH FUND CLASS A) |
-2.98%
Dec 2019 – Dec 2022 |
2.86%
Dec 2017 – Dec 2022 |
10.58%
Mar 2015 – Mar 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BALGX (BMO LARGE-CAP GROWTH FUND CLASS A) |
28.97%
Dec 2022 – Dec 2025 |
21.84%
Oct 2016 – Oct 2021 |
13.61%
Sep 2015 – Sep 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart