Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BMBQX (BMO MODERATE ALLOCATION FUND CLASS R3) | NA | -55.11% | -17.77% | -9.81% | NA | NA | NA | -6.21% |
Data as of 02/09/2022, AR inception is 06/02/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BMBQX (BMO MODERATE ALLOCATION FUND CLASS R3) | 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 | -55.11 | -17.77 | -9.81 | NA | NA | NA | -6.21 | -34.95 | -36.36 | 10.80 | 14.40 | -5.18 | 10.51 | 5.89 | -2.79 | 1.93 |
| Sharpe Ratio | NA | -1.06 | -0.58 | -0.43 | NA | NA | NA | -0.31 | -1.07 | -0.84 | 0.75 | 2.71 | -0.99 | 3.43 | 0.90 | -0.43 | 0.51 |
| Standard Deviation(%) | NA | 51.86 | 31.23 | 24.44 | NA | NA | NA | 20.06 | 91.90 | 43.21 | 14.07 | 4.79 | 6.59 | 2.89 | 6.32 | 6.64 | 6.50 |
| Draw Down(%) | NA | 55.21 | 55.21 | 55.21 | NA | NA | NA | 55.21 | 34.95 | 38.50 | 18.41 | 2.28 | 10.04 | 1.13 | 5.65 | 7.59 | 3.82 |
| Yield(%) | 0.00 | 10.33 | 8.92 | 8.14 | 4.95 | 3.30 | 2.48 | 7.08 | 0.25 | 10.34 | 9.21 | 6.42 | 9.78 | 6.66 | 3.63 | 4.96 | 2.17 |
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 |
|---|---|---|---|---|
| BMBQX (BMO MODERATE ALLOCATION FUND CLASS R3) |
-17.77%
Jan 2019 - Jan 2022 |
-9.66%
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 |
|---|---|---|---|---|
| BMBQX (BMO MODERATE ALLOCATION FUND CLASS R3) |
6.62%
Feb 2018 - Feb 2021 |
7.72%
Feb 2016 - Feb 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart