Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BDSHX (BMO AGGRESSIVE ALLOCATION FUND CLASS I) | NA | -81.86% | -36.82% | -21.73% | NA | NA | NA | … | … |
Data as of 02/09/2022, Common starting date is 06/02/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BDSHX (BMO AGGRESSIVE ALLOCATION FUND CLASS I) | 06/02/2014 | 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 | -81.86 | -36.82 | -21.73 | NA | NA | NA | … | … | -68.18 | -39.88 | 14.10 | 25.03 | -8.38 | 22.01 | 7.53 | -2.90 | 4.43 |
| Sharpe Ratio | NA | -0.69 | -0.52 | -0.40 | NA | NA | NA | … | … | -0.34 | -0.57 | 0.44 | 2.09 | -0.65 | 3.34 | 0.53 | -0.20 | 0.71 |
| Standard Deviation(%) | NA | 118.27 | 71.12 | 55.65 | NA | NA | NA | … | … | 291.73 | 69.53 | 31.66 | 11.30 | 14.82 | 6.43 | 13.71 | 14.80 | 10.78 |
| Draw Down(%) | NA | 82.01 | 82.01 | 82.01 | NA | NA | NA | … | … | 68.28 | 51.44 | 33.90 | 6.55 | 18.88 | 2.09 | 12.28 | 13.45 | 8.17 |
| Yield(%) | 0.00 | 15.30 | 13.69 | 12.64 | 7.80 | 5.20 | 3.90 | … | … | 0.34 | 15.92 | 12.85 | 11.24 | 11.86 | 15.02 | 10.75 | 7.92 | 2.37 |
Data as of 02/09/2022, Common starting date is 06/02/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BDSHX (BMO AGGRESSIVE ALLOCATION FUND CLASS I) |
-36.77%
Jan 2019 – Jan 2022 |
-21.49%
Jan 2017 – Jan 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BDSHX (BMO AGGRESSIVE ALLOCATION FUND CLASS I) |
13.72%
Sep 2015 – Sep 2018 |
13.64%
Feb 2016 – Feb 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart