Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BGRRX (BMO BALANCED ALLOCATION FUND CLASS R3) | NA | -67.33% | -25.14% | -14.37% | 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 |
|---|---|---|
| BGRRX (BMO BALANCED 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 | -67.33 | -25.14 | -14.37 | NA | NA | NA | … | … | -51.11 | -46.38 | 11.81 | 17.60 | -6.62 | 14.15 | 6.40 | -3.09 | 2.60 |
| Sharpe Ratio | NA | -0.87 | -0.58 | -0.45 | NA | NA | NA | … | … | -0.59 | -0.75 | 0.57 | 2.31 | -0.84 | 3.31 | 0.68 | -0.32 | 0.53 |
| Standard Deviation(%) | NA | 82.31 | 49.21 | 38.45 | NA | NA | NA | … | … | 168.69 | 61.97 | 20.18 | 7.02 | 9.47 | 4.10 | 9.02 | 9.83 | 8.36 |
| Draw Down(%) | NA | 71.36 | 71.36 | 71.36 | NA | NA | NA | … | … | 51.11 | 49.04 | 24.07 | 3.93 | 13.48 | 1.35 | 8.29 | 9.80 | 5.46 |
| Yield(%) | 0.00 | 12.66 | 12.30 | 10.59 | 6.50 | 4.33 | 3.25 | … | … | 0.30 | 12.84 | 13.30 | 11.14 | 9.52 | 10.71 | 7.40 | 8.05 | 2.25 |
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 |
|---|---|---|---|---|
| BGRRX (BMO BALANCED ALLOCATION FUND CLASS R3) |
-25.11%
Jan 2019 – Jan 2022 |
-14.18%
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 |
|---|---|---|---|---|
| BGRRX (BMO BALANCED ALLOCATION FUND CLASS R3) |
8.82%
Sep 2015 – Sep 2018 |
9.54%
Feb 2016 – Feb 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart