Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BLGRX (BMO LARGE-CAP GROWTH FUND CLASS R6) | 2.57% | 18.05% | 22.71% | 7.45% | 13.70% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 12/29/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BLGRX (BMO LARGE-CAP GROWTH FUND CLASS R6) | 12/29/2015 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.29 | 18.05 | 22.71 | 7.45 | 13.70 | NA | NA | … | … | 2.57 | 15.41 | 32.28 | 41.91 | -43.40 | 26.72 | 29.53 | 28.02 | -0.86 | 28.56 | 8.96 | -1.74 |
| Sharpe Ratio | NA | 1.22 | 1.10 | 0.24 | 0.57 | NA | NA | … | … | 0.78 | 0.54 | 1.64 | 2.46 | -1.17 | 1.70 | 0.85 | 1.92 | -0.12 | 3.40 | 0.63 | -28.57 |
| Standard Deviation(%) | NA | 16.04 | 19.05 | 23.81 | 22.02 | NA | NA | … | … | 17.60 | 23.20 | 17.43 | 15.69 | 38.60 | 15.68 | 34.24 | 13.81 | 19.37 | 8.25 | 13.93 | 3.12 |
| Draw Down(%) | NA | 16.31 | 23.31 | 45.10 | 45.10 | NA | NA | … | … | 14.73 | 23.31 | 12.20 | 9.06 | 44.77 | 7.02 | 31.25 | 8.24 | 21.37 | 2.62 | 10.72 | 1.74 |
| Yield(%) | 0.00 | 63.90 | 35.54 | 17.44 | 19.72 | 13.13 | 9.85 | … | … | 39.12 | 30.97 | 15.37 | 0.36 | 4.83 | 16.77 | 9.64 | 6.13 | 14.80 | 7.36 | 6.90 | 0.00 |
Data as of 06/05/2026, Common starting date is 12/29/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BLGRX (BMO LARGE-CAP GROWTH FUND CLASS R6) |
-2.43%
Dec 2019 – Dec 2022 |
3.35%
Dec 2017 – Dec 2022 |
12.28%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BLGRX (BMO LARGE-CAP GROWTH FUND CLASS R6) |
29.39%
Dec 2022 – Dec 2025 |
22.28%
Oct 2016 – Oct 2021 |
14.25%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart