Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BDVRX (BMO CONSERVATIVE ALLOCATION FUND CLASS R3) | NA | -58.67% | -20.97% | -12.42% | 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 |
|---|---|---|
| BDVRX (BMO CONSERVATIVE ALLOCATION FUND CLASS R3) | 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 | -58.67 | -20.97 | -12.42 | NA | NA | NA | … | … | -33.18 | -37.67 | 8.57 | 12.48 | -3.87 | 6.82 | 5.32 | -2.36 | 1.03 |
| Sharpe Ratio | NA | -1.02 | -0.64 | -0.50 | NA | NA | NA | … | … | -1.16 | -0.75 | 0.93 | 3.25 | -1.31 | 2.89 | 1.34 | -0.60 | 0.33 |
| Standard Deviation(%) | NA | 57.38 | 33.67 | 26.19 | NA | NA | NA | … | … | 84.20 | 50.32 | 8.96 | 3.40 | 3.96 | 2.15 | 3.81 | 4.00 | 5.31 |
| Draw Down(%) | NA | 58.72 | 58.72 | 58.72 | NA | NA | NA | … | … | 33.18 | 41.05 | 13.26 | 1.01 | 6.47 | 1.13 | 3.14 | 5.44 | 2.38 |
| Yield(%) | 0.00 | 11.97 | 8.41 | 9.26 | 5.31 | 3.54 | 2.65 | … | … | 0.15 | 11.96 | 5.35 | 7.25 | 14.25 | 13.91 | 2.40 | 3.92 | 2.28 |
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 |
|---|---|---|---|---|
| BDVRX (BMO CONSERVATIVE ALLOCATION FUND CLASS R3) |
-21.01%
Jan 2019 – Jan 2022 |
-12.31%
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 |
|---|---|---|---|---|
| BDVRX (BMO CONSERVATIVE ALLOCATION FUND CLASS R3) |
5.57%
Feb 2018 – Feb 2021 |
5.86%
Jan 2016 – Jan 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart