Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BATIX (BMO TCH CORPORATE INCOME FUND CLASS A) | NA | -3.89% | 5.34% | 4.15% | 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 |
|---|---|---|
| BATIX (BMO TCH CORPORATE INCOME 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 | -3.89 | 5.34 | 4.15 | NA | NA | NA | … | … | -8.46 | -0.82 | 10.70 | 14.18 | -2.78 | 6.34 | 12.67 | -4.40 | 0.48 |
| Sharpe Ratio | NA | -1.21 | 0.48 | 0.45 | NA | NA | NA | … | … | -4.00 | -0.18 | 1.18 | 3.34 | -1.35 | 2.31 | 3.43 | -1.17 | 0.34 |
| Standard Deviation(%) | NA | 6.66 | 6.79 | 5.55 | NA | NA | NA | … | … | 14.06 | 4.80 | 8.81 | 3.83 | 3.02 | 2.48 | 3.63 | 3.78 | 2.28 |
| Draw Down(%) | NA | 9.67 | 16.16 | 16.16 | NA | NA | NA | … | … | 8.46 | 5.55 | 16.16 | 2.41 | 3.69 | 1.39 | 2.74 | 7.07 | 1.93 |
| Yield(%) | 0.00 | 4.79 | 4.25 | 3.82 | 2.85 | 1.90 | 1.42 | … | … | 0.00 | 4.92 | 3.54 | 3.65 | 3.55 | 2.91 | 4.57 | 3.36 | 1.79 |
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 |
|---|---|---|---|---|
| BATIX (BMO TCH CORPORATE INCOME FUND CLASS A) |
3.13%
Mar 2017 – Mar 2020 |
3.45%
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 |
|---|---|---|---|---|
| BATIX (BMO TCH CORPORATE INCOME FUND CLASS A) |
7.95%
Nov 2018 – Nov 2021 |
8.04%
Dec 2015 – Dec 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart