Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BGRYX (BMO BALANCED ALLOCATION FUND CLASS Y) | NA | -71.87% | -28.65% | -16.72% | 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 |
|---|---|---|
| BGRYX (BMO BALANCED ALLOCATION FUND CLASS Y) | 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 | -71.87 | -28.65 | -16.72 | NA | NA | NA | … | … | -51.34 | -47.35 | 12.18 | 17.90 | -6.38 | 14.45 | 6.61 | -2.84 | 2.73 |
| Sharpe Ratio | NA | -0.86 | -0.58 | -0.45 | NA | NA | NA | … | … | -0.59 | -0.74 | 0.59 | 2.36 | -0.81 | 3.41 | 0.71 | -0.29 | 0.56 |
| Standard Deviation(%) | NA | 83.88 | 50.07 | 39.12 | NA | NA | NA | … | … | 169.77 | 63.80 | 20.05 | 7.00 | 9.47 | 4.06 | 9.03 | 9.82 | 8.44 |
| Draw Down(%) | NA | 71.97 | 71.97 | 71.97 | NA | NA | NA | … | … | 51.41 | 50.02 | 24.10 | 3.82 | 13.36 | 1.35 | 8.29 | 9.69 | 5.45 |
| Yield(%) | 0.00 | 12.95 | 12.57 | 10.86 | 6.68 | 4.46 | 3.34 | … | … | 0.31 | 13.14 | 13.52 | 11.41 | 9.79 | 11.10 | 7.73 | 8.31 | 2.39 |
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 |
|---|---|---|---|---|
| BGRYX (BMO BALANCED ALLOCATION FUND CLASS Y) |
-28.65%
Jan 2019 – Jan 2022 |
-16.53%
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 |
|---|---|---|---|---|
| BGRYX (BMO BALANCED ALLOCATION FUND CLASS Y) |
9.09%
Sep 2015 – Sep 2018 |
9.82%
Feb 2016 – Feb 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart