Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BGRHX (BMO BALANCED ALLOCATION FUND CLASS I) | NA | -72.38% | -29.00% | -16.86% | 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 |
|---|---|---|
| BGRHX (BMO BALANCED 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 | -72.38 | -29.00 | -16.86 | NA | NA | NA | … | … | -51.51 | -48.24 | 12.36 | 18.12 | -6.12 | 14.80 | 6.95 | -2.65 | 2.88 |
| Sharpe Ratio | NA | -0.85 | -0.58 | -0.44 | NA | NA | NA | … | … | -0.59 | -0.74 | 0.60 | 2.37 | -0.79 | 3.44 | 0.74 | -0.27 | 0.57 |
| Standard Deviation(%) | NA | 85.34 | 50.89 | 39.75 | NA | NA | NA | … | … | 170.18 | 65.65 | 20.07 | 7.06 | 9.38 | 4.14 | 9.06 | 9.83 | 8.66 |
| Draw Down(%) | NA | 72.51 | 72.51 | 72.51 | NA | NA | NA | … | … | 51.51 | 50.94 | 24.01 | 3.81 | 13.12 | 1.35 | 8.18 | 9.68 | 5.36 |
| Yield(%) | 0.00 | 13.21 | 12.86 | 11.12 | 6.87 | 4.58 | 3.43 | … | … | 0.32 | 13.40 | 13.82 | 11.78 | 10.05 | 11.34 | 8.06 | 8.60 | 2.54 |
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 |
|---|---|---|---|---|
| BGRHX (BMO BALANCED ALLOCATION FUND CLASS I) |
-28.97%
Jan 2019 – Jan 2022 |
-16.68%
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 |
|---|---|---|---|---|
| BGRHX (BMO BALANCED ALLOCATION FUND CLASS I) |
9.42%
Sep 2015 – Sep 2018 |
10.10%
Feb 2016 – Feb 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart