Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BGRQX (BMO BALANCED ALLOCATION FUND CLASS R6) | NA | -72.34% | -28.87% | -16.75% | 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 |
|---|---|---|
| BGRQX (BMO BALANCED 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 | -72.34 | -28.87 | -16.75 | NA | NA | NA | … | … | -51.28 | -48.45 | 12.57 | 18.38 | -6.01 | 14.93 | 6.99 | -2.40 | 2.96 |
| Sharpe Ratio | NA | -0.85 | -0.58 | -0.44 | NA | NA | NA | … | … | -0.59 | -0.73 | 0.61 | 2.44 | -0.77 | 3.43 | 0.75 | -0.25 | 0.58 |
| Standard Deviation(%) | NA | 85.42 | 50.94 | 39.79 | NA | NA | NA | … | … | 168.73 | 66.14 | 20.12 | 6.95 | 9.47 | 4.18 | 9.07 | 9.79 | 8.80 |
| Draw Down(%) | NA | 72.47 | 72.47 | 72.47 | NA | NA | NA | … | … | 51.28 | 51.11 | 24.07 | 3.81 | 13.02 | 1.35 | 8.29 | 9.58 | 5.45 |
| Yield(%) | 0.00 | 13.15 | 12.86 | 11.16 | 6.93 | 4.62 | 3.46 | … | … | 0.31 | 13.33 | 13.80 | 11.77 | 10.07 | 11.58 | 8.23 | 8.75 | 2.63 |
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 |
|---|---|---|---|---|
| BGRQX (BMO BALANCED ALLOCATION FUND CLASS R6) |
-28.87%
Jan 2019 – Jan 2022 |
-16.57%
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 |
|---|---|---|---|---|
| BGRQX (BMO BALANCED ALLOCATION FUND CLASS R6) |
9.54%
Sep 2015 – Sep 2018 |
10.27%
Feb 2016 – Feb 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart