Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BDIQX (BMO DISCIPLINED INTERNATIONAL EQUITY FUND CLASS I) | NA | -3.37% | 4.10% | 3.62% | NA | NA | NA | … | … |
Data as of 02/09/2022, Common starting date is 09/23/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BDIQX (BMO DISCIPLINED INTERNATIONAL EQUITY FUND CLASS I) | 09/23/2015 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -3.37 | 4.10 | 3.62 | NA | NA | NA | … | … | -11.72 | 13.70 | 0.79 | 19.12 | -15.92 | 23.03 | -2.09 | 3.76 |
| Sharpe Ratio | NA | -0.22 | 0.18 | 0.17 | NA | NA | NA | … | … | -2.15 | 1.12 | 0.02 | 1.63 | -1.26 | 2.79 | -0.12 | 1.01 |
| Standard Deviation(%) | NA | 15.53 | 20.33 | 17.37 | NA | NA | NA | … | … | 32.08 | 12.24 | 29.74 | 10.84 | 13.64 | 8.07 | 18.85 | 14.21 |
| Draw Down(%) | NA | 13.71 | 35.91 | 39.34 | NA | NA | NA | … | … | 13.71 | 6.54 | 35.91 | 9.01 | 23.96 | 3.19 | 13.39 | 5.28 |
| Yield(%) | 0.00 | 3.06 | 3.35 | 2.92 | 1.80 | 1.20 | 0.90 | … | … | 0.13 | 3.03 | 2.05 | 4.81 | 1.69 | 2.51 | 2.89 | 0.00 |
Data as of 02/09/2022, Common starting date is 09/23/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BDIQX (BMO DISCIPLINED INTERNATIONAL EQUITY FUND CLASS I) |
-5.14%
Oct 2017 – Oct 2020 |
-0.04%
Oct 2015 – Oct 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BDIQX (BMO DISCIPLINED INTERNATIONAL EQUITY FUND CLASS I) |
10.93%
Dec 2018 – Dec 2021 |
8.06%
Jun 2016 – Jun 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart