Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BDSQX (BMO AGGRESSIVE ALLOCATION FUND CLASS R6) | NA | -78.77% | -33.37% | -19.15% | 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 |
|---|---|---|
| BDSQX (BMO AGGRESSIVE ALLOCATION FUND CLASS R6) | 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 | -78.77 | -33.37 | -19.15 | NA | NA | NA | … | … | -62.60 | -40.15 | 14.18 | 25.29 | -8.29 | 22.15 | 7.72 | -2.74 | 4.53 |
| Sharpe Ratio | NA | -0.67 | -0.48 | -0.36 | NA | NA | NA | … | … | -0.35 | -0.57 | 0.44 | 2.13 | -0.65 | 3.35 | 0.55 | -0.19 | 0.72 |
| Standard Deviation(%) | NA | 117.00 | 70.36 | 55.06 | NA | NA | NA | … | … | 287.17 | 70.12 | 31.49 | 11.19 | 14.77 | 6.44 | 13.75 | 14.81 | 10.80 |
| Draw Down(%) | NA | 78.95 | 78.95 | 78.95 | NA | NA | NA | … | … | 62.73 | 51.72 | 33.94 | 6.54 | 18.80 | 2.09 | 12.28 | 13.35 | 8.08 |
| Yield(%) | 0.00 | 15.25 | 13.69 | 12.69 | 7.87 | 5.25 | 3.93 | … | … | 0.34 | 15.84 | 12.82 | 11.24 | 11.87 | 15.26 | 10.95 | 8.08 | 2.46 |
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 |
|---|---|---|---|---|
| BDSQX (BMO AGGRESSIVE ALLOCATION FUND CLASS R6) |
-33.32%
Jan 2019 – Jan 2022 |
-18.92%
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 |
|---|---|---|---|---|
| BDSQX (BMO AGGRESSIVE ALLOCATION FUND CLASS R6) |
13.85%
Sep 2015 – Sep 2018 |
13.77%
Feb 2016 – Feb 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart