Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BLCRX (BMO LARGE-CAP VALUE FUND CLASS R6) | NA | 15.99% | 12.18% | 9.55% | NA | NA | NA | 9.82% |
Data as of 01/28/2022, AR inception is 12/29/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BLCRX (BMO LARGE-CAP VALUE FUND CLASS R6) | 12/29/2015 | 01/28/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 15.99 | 12.18 | 9.55 | NA | NA | NA | 9.82 | -6.91 | 10.35 | 4.40 | 20.25 | -11.41 | 20.49 | 11.62 | -1.72 |
| Sharpe Ratio | NA | -0.01 | 0.25 | 0.26 | NA | NA | NA | 0.32 | -2.84 | 0.55 | 0.11 | 1.59 | -0.81 | 2.54 | 0.78 | -52.07 |
| Standard Deviation(%) | NA | 19.18 | 24.66 | 20.73 | NA | NA | NA | 19.73 | 21.66 | 18.88 | 36.22 | 11.82 | 15.76 | 7.85 | 14.54 | 1.71 |
| Draw Down(%) | NA | 19.19 | 37.41 | 37.41 | NA | NA | NA | 37.41 | 8.27 | 16.73 | 37.41 | 8.84 | 21.44 | 4.71 | 11.45 | 1.72 |
| Yield(%) | 0.00 | 17.22 | 8.05 | 8.84 | 5.06 | 3.38 | 2.53 | 8.44 | 0.00 | 17.94 | 1.72 | 2.26 | 10.53 | 11.21 | 2.88 | 0.00 |
Data as of 01/28/2022, AR inception is 12/29/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BLCRX (BMO LARGE-CAP VALUE FUND CLASS R6) |
-3.65%
Mar 2017 - Mar 2020 |
10.04%
Jan 2016 - Jan 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BLCRX (BMO LARGE-CAP VALUE FUND CLASS R6) |
17.18%
Dec 2018 - Dec 2021 |
13.13%
Oct 2016 - Oct 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart