Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BMBHX (BMO MODERATE ALLOCATION FUND CLASS I) | NA | -56.65% | -18.15% | -9.91% | NA | NA | NA | -6.08% |
Data as of 02/09/2022, AR inception is 06/02/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BMBHX (BMO MODERATE ALLOCATION FUND CLASS I) | 06/02/2014 | 02/09/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -56.65 | -18.15 | -9.91 | NA | NA | NA | -6.08 | -34.89 | -38.77 | 11.40 | 16.17 | -4.67 | 11.03 | 6.46 | -2.25 | 2.19 |
| Sharpe Ratio | NA | -1.03 | -0.56 | -0.41 | NA | NA | NA | -0.29 | -1.08 | -0.82 | 0.79 | 2.93 | -0.91 | 3.61 | 0.98 | -0.34 | 0.55 |
| Standard Deviation(%) | NA | 55.05 | 33.02 | 25.81 | NA | NA | NA | 21.16 | 91.07 | 47.24 | 14.06 | 5.04 | 6.57 | 2.89 | 6.35 | 6.79 | 6.78 |
| Draw Down(%) | NA | 56.79 | 56.79 | 56.79 | NA | NA | NA | 56.79 | 34.89 | 40.88 | 18.39 | 2.39 | 9.57 | 1.13 | 5.66 | 7.48 | 3.72 |
| Yield(%) | 0.00 | 10.54 | 9.60 | 8.68 | 5.36 | 3.58 | 2.68 | 7.66 | 0.25 | 10.57 | 9.47 | 7.96 | 10.28 | 7.06 | 4.20 | 5.71 | 2.45 |
Data as of 02/09/2022, AR inception is 06/02/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BMBHX (BMO MODERATE ALLOCATION FUND CLASS I) |
-18.15%
Jan 2019 - Jan 2022 |
-9.74%
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 |
|---|---|---|---|---|
| BMBHX (BMO MODERATE ALLOCATION FUND CLASS I) |
7.51%
Feb 2018 - Feb 2021 |
8.48%
Feb 2016 - Feb 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart