Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BASFX (BMO SHORT TAX-FREE FUND CLASS A) | NA | -0.58% | 1.50% | 1.53% | NA | NA | NA | 1.50% |
Data as of 02/14/2022, AR inception is 05/28/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BASFX (BMO SHORT TAX-FREE FUND CLASS A) | 05/28/2014 | 02/14/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -0.58 | 1.50 | 1.53 | NA | NA | NA | 1.50 | 0.00 | -0.19 | 2.02 | 3.00 | 1.32 | 2.09 | -0.11 | 1.15 | 1.13 |
| Sharpe Ratio | NA | -0.74 | 0.57 | 0.57 | NA | NA | NA | 0.69 | 0.00 | -0.39 | 0.64 | 1.96 | -0.01 | 1.82 | -0.37 | 1.38 | 3.00 |
| Standard Deviation(%) | NA | 0.83 | 1.76 | 1.43 | NA | NA | NA | 1.25 | NA | 0.56 | 2.80 | 0.81 | 0.64 | 0.81 | 0.85 | 0.82 | 0.63 |
| Draw Down(%) | NA | 0.93 | 4.84 | 4.84 | NA | NA | NA | 4.84 | 0.00 | 0.69 | 4.84 | 0.58 | 0.30 | 0.59 | 1.48 | 0.48 | 0.20 |
| Yield(%) | 0.00 | 0.89 | 1.37 | 1.39 | 1.02 | 0.68 | 0.51 | 1.46 | 0.00 | 1.00 | 1.53 | 1.70 | 1.51 | 1.29 | 1.08 | 1.44 | 0.64 |
Data as of 02/14/2022, AR inception is 05/28/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BASFX (BMO SHORT TAX-FREE FUND CLASS A) |
0.85%
Jan 2015 - Jan 2018 |
1.14%
Apr 2015 - Apr 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BASFX (BMO SHORT TAX-FREE FUND CLASS A) |
2.32%
Apr 2018 - Apr 2021 |
1.81%
Nov 2016 - Nov 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart