Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BAMCX (BMO MID-CAP VALUE FUND CLASS A) | NA | -15.96% | -0.55% | 0.81% | 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 |
|---|---|---|
| BAMCX (BMO MID-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 | -15.96 | -0.55 | 0.81 | NA | NA | NA | … | … | -32.81 | 32.62 | 0.41 | 20.24 | -15.43 | 14.44 | 17.08 | -6.00 | 8.42 |
| Sharpe Ratio | NA | -0.42 | -0.03 | 0.00 | NA | NA | NA | … | … | -0.92 | 2.04 | 0.00 | 1.45 | -1.10 | 1.59 | 1.02 | -0.39 | 1.21 |
| Standard Deviation(%) | NA | 37.84 | 34.31 | 27.77 | NA | NA | NA | … | … | 106.10 | 16.00 | 43.62 | 12.99 | 15.20 | 8.72 | 16.48 | 15.32 | 11.95 |
| Draw Down(%) | NA | 33.55 | 46.59 | 46.94 | NA | NA | NA | … | … | 33.55 | 6.93 | 46.59 | 9.79 | 22.95 | 5.32 | 14.34 | 15.25 | 9.65 |
| Yield(%) | 0.00 | 1.90 | 2.03 | 4.51 | 6.09 | 4.06 | 3.05 | … | … | 0.00 | 2.07 | 2.53 | 1.41 | 11.44 | 4.78 | 29.29 | 9.67 | 12.52 |
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 |
|---|---|---|---|---|
| BAMCX (BMO MID-CAP VALUE FUND CLASS A) |
-9.63%
Mar 2017 – Mar 2020 |
-3.98%
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 |
|---|---|---|---|---|
| BAMCX (BMO MID-CAP VALUE FUND CLASS A) |
17.60%
Dec 2018 – Dec 2021 |
11.09%
Oct 2016 – Oct 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart