Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BITAX (BMO INTERMEDIATE TAX-FREE FUND CLASS A) | NA | -0.57% | 3.23% | 3.09% | NA | NA | NA | … | … |
Data as of 02/14/2022, Common starting date is 05/28/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BITAX (BMO INTERMEDIATE TAX-FREE FUND CLASS A) | 05/28/2014 | 02/14/2022 |
| 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 | -0.57 | 3.23 | 3.09 | NA | NA | NA | … | … | 0.00 | 0.55 | 3.47 | 6.31 | 0.89 | 4.73 | 0.20 | 2.61 | 2.48 |
| Sharpe Ratio | NA | -0.34 | 0.66 | 0.70 | NA | NA | NA | … | … | 0.00 | 0.45 | 0.48 | 3.06 | -0.30 | 2.34 | 0.00 | 1.61 | 2.60 |
| Standard Deviation(%) | NA | 1.77 | 4.15 | 3.37 | NA | NA | NA | … | … | NA | 1.23 | 6.79 | 1.60 | 1.45 | 1.76 | 2.07 | 1.60 | 1.60 |
| Draw Down(%) | NA | 1.90 | 10.78 | 10.78 | NA | NA | NA | … | … | 0.00 | 1.70 | 10.78 | 1.38 | 1.45 | 1.14 | 4.39 | 1.80 | 0.94 |
| Yield(%) | 0.00 | 1.88 | 2.43 | 2.54 | 1.91 | 1.27 | 0.95 | … | … | 0.00 | 2.08 | 2.57 | 2.74 | 2.63 | 2.70 | 2.62 | 2.31 | 1.22 |
Data as of 02/14/2022, Common starting date is 05/28/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BITAX (BMO INTERMEDIATE TAX-FREE FUND CLASS A) |
1.64%
Oct 2015 – Oct 2018 |
1.98%
Apr 2015 – Apr 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BITAX (BMO INTERMEDIATE TAX-FREE FUND CLASS A) |
4.56%
Feb 2017 – Feb 2020 |
3.63%
Nov 2016 – Nov 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart