Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BAUSX (BMO ULTRA SHORT TAX-FREE FUND CLASS A) | NA | -0.90% | -0.21% | 0.49% | 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 |
|---|---|---|
| BAUSX (BMO ULTRA SHORT TAX-FREE 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 (%) | 0.00 | -0.90 | -0.21 | 0.49 | NA | NA | NA | … | … | -0.30 | -1.09 | 0.25 | 1.01 | 1.57 | 1.32 | 0.94 | 0.41 | 0.12 | 0.32 |
| Sharpe Ratio | NA | -4.24 | -1.15 | -0.71 | NA | NA | NA | … | … | -7.66 | -3.55 | 0.63 | 0.58 | 0.28 | 0.01 | 0.73 | 0.52 | 0.21 | 1.26 |
| Standard Deviation(%) | NA | 0.80 | 0.92 | 0.79 | NA | NA | NA | … | … | 1.14 | 0.70 | 0.35 | 1.33 | 0.59 | 0.48 | 0.42 | 0.39 | 0.43 | 0.41 |
| Draw Down(%) | NA | 1.09 | 1.98 | 1.98 | NA | NA | NA | … | … | 0.90 | 1.58 | 0.18 | 1.98 | 0.20 | 0.10 | 0.13 | 0.20 | 0.18 | 0.10 |
| Yield(%) | 0.00 | 0.00 | 0.32 | 0.71 | 0.58 | 0.39 | 0.29 | … | … | 0.00 | 0.00 | 0.35 | 0.80 | 1.36 | 1.21 | 0.84 | 0.61 | 0.42 | 0.22 |
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 |
|---|---|---|---|---|
| BAUSX (BMO ULTRA SHORT TAX-FREE FUND CLASS A) |
-0.17%
Feb 2020 – Feb 2023 |
0.49%
Feb 2018 – Feb 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BAUSX (BMO ULTRA SHORT TAX-FREE FUND CLASS A) |
1.30%
Dec 2017 – Dec 2020 |
1.08%
Apr 2016 – Apr 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart