Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BMBTX (BMO MODERATE ALLOCATION FUND CLASS R6) | NA | -56.27% | -18.14% | -9.83% | NA | NA | NA | -5.99% |
Data as of 02/09/2022, AR inception is 06/02/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BMBTX (BMO MODERATE ALLOCATION FUND CLASS R6) | 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 | -56.27 | -18.14 | -9.83 | NA | NA | NA | -5.99 | -34.72 | -38.31 | 11.50 | 15.14 | -4.59 | 11.25 | 6.55 | -2.10 | 2.18 |
| Sharpe Ratio | NA | -1.03 | -0.57 | -0.41 | NA | NA | NA | -0.28 | -1.08 | -0.82 | 0.79 | 2.86 | -0.90 | 3.57 | 1.00 | -0.32 | 0.54 |
| Standard Deviation(%) | NA | 54.68 | 32.81 | 25.66 | NA | NA | NA | 21.04 | 90.94 | 46.83 | 14.14 | 4.81 | 6.58 | 2.98 | 6.32 | 6.72 | 6.87 |
| Draw Down(%) | NA | 56.41 | 56.41 | 56.41 | NA | NA | NA | 56.41 | 34.72 | 40.49 | 18.37 | 2.28 | 9.50 | 1.13 | 5.66 | 7.39 | 3.82 |
| Yield(%) | 0.00 | 10.51 | 9.22 | 8.55 | 5.33 | 3.55 | 2.67 | 7.62 | 0.25 | 10.53 | 9.46 | 6.77 | 10.30 | 7.38 | 4.40 | 5.86 | 2.54 |
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 |
|---|---|---|---|---|
| BMBTX (BMO MODERATE ALLOCATION FUND CLASS R6) |
-18.11%
Jan 2019 - Jan 2022 |
-9.68%
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 |
|---|---|---|---|---|
| BMBTX (BMO MODERATE ALLOCATION FUND CLASS R6) |
7.29%
Feb 2018 - Feb 2021 |
8.41%
Feb 2016 - Feb 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart