Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BDVIX (BMO CONSERVATIVE ALLOCATION FUND CLASS I) | NA | -57.50% | -20.30% | -11.81% | 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 |
|---|---|---|
| BDVIX (BMO CONSERVATIVE 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 | -57.50 | -20.30 | -11.81 | NA | NA | NA | … | … | -32.19 | -36.77 | 9.14 | 11.56 | -3.39 | 7.35 | 5.88 | -1.94 | 1.32 |
| Sharpe Ratio | NA | -1.03 | -0.63 | -0.49 | NA | NA | NA | … | … | -1.20 | -0.74 | 1.00 | 3.22 | -1.22 | 3.20 | 1.52 | -0.49 | 0.40 |
| Standard Deviation(%) | NA | 56.09 | 32.91 | 25.60 | NA | NA | NA | … | … | 81.14 | 49.40 | 8.84 | 3.15 | 3.85 | 2.11 | 3.72 | 3.97 | 5.64 |
| Draw Down(%) | NA | 57.55 | 57.55 | 57.55 | NA | NA | NA | … | … | 32.19 | 40.54 | 13.19 | 1.02 | 5.96 | 1.03 | 3.03 | 5.23 | 2.57 |
| Yield(%) | 0.00 | 11.64 | 7.92 | 8.98 | 5.31 | 3.54 | 2.66 | … | … | 0.15 | 11.61 | 5.35 | 5.97 | 14.19 | 13.19 | 2.96 | 4.55 | 2.58 |
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 |
|---|---|---|---|---|
| BDVIX (BMO CONSERVATIVE ALLOCATION FUND CLASS I) |
-20.34%
Jan 2019 – Jan 2022 |
-11.70%
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 |
|---|---|---|---|---|
| BDVIX (BMO CONSERVATIVE ALLOCATION FUND CLASS I) |
5.65%
Feb 2018 – Feb 2021 |
6.10%
Jan 2016 – Jan 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart