Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BALVX (BMO LARGE-CAP VALUE FUND CLASS A) | NA | -14.77% | 6.83% | 3.64% | NA | NA | NA | … | … |
Data as of 03/02/2023, Common starting date is 05/28/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BALVX (BMO LARGE-CAP VALUE FUND CLASS A) | 05/28/2014 | 03/02/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.15 | -14.77 | 6.83 | 3.64 | NA | NA | NA | … | … | 3.86 | -23.30 | 10.16 | 3.97 | 19.78 | -11.77 | 19.97 | 11.20 | -2.60 | 8.29 |
| Sharpe Ratio | NA | -0.75 | 0.23 | 0.12 | NA | NA | NA | … | … | 1.43 | -1.04 | 0.54 | 0.10 | 1.56 | -0.83 | 2.49 | 0.75 | -0.17 | 1.23 |
| Standard Deviation(%) | NA | 22.87 | 25.89 | 21.95 | NA | NA | NA | … | … | 13.47 | 23.88 | 18.93 | 36.26 | 11.76 | 15.75 | 7.81 | 14.55 | 15.53 | 11.51 |
| Draw Down(%) | NA | 21.92 | 31.16 | 37.43 | NA | NA | NA | … | … | 4.78 | 25.53 | 16.73 | 37.43 | 8.86 | 21.74 | 4.76 | 11.53 | 13.02 | 8.57 |
| Yield(%) | 0.00 | 0.00 | 8.87 | 6.97 | 6.72 | 4.48 | 3.36 | … | … | 0.00 | 4.44 | 17.58 | 1.43 | 1.88 | 10.15 | 10.75 | 2.49 | 11.01 | 10.35 |
Data as of 03/02/2023, 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 |
|---|---|---|---|---|
| BALVX (BMO LARGE-CAP VALUE FUND CLASS A) |
-4.07%
Mar 2017 – Mar 2020 |
-0.34%
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 |
|---|---|---|---|---|
| BALVX (BMO LARGE-CAP VALUE FUND CLASS A) |
16.72%
Dec 2018 – Dec 2021 |
12.68%
Oct 2016 – Oct 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart