Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BMBYX (BMO MODERATE ALLOCATION FUND CLASS Y) | NA | -55.91% | -18.12% | -9.98% | NA | NA | NA | -6.23% |
Data as of 02/09/2022, AR inception is 06/02/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BMBYX (BMO MODERATE ALLOCATION FUND CLASS Y) | 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 | -55.91 | -18.12 | -9.98 | NA | NA | NA | -6.23 | -35.07 | -37.53 | 11.07 | 14.70 | -4.92 | 10.72 | 6.13 | -2.49 | 2.06 |
| Sharpe Ratio | NA | -1.05 | -0.58 | -0.43 | NA | NA | NA | -0.30 | -1.06 | -0.84 | 0.76 | 2.78 | -0.95 | 3.55 | 0.93 | -0.37 | 0.52 |
| Standard Deviation(%) | NA | 53.35 | 32.07 | 25.09 | NA | NA | NA | 20.58 | 92.39 | 44.96 | 14.16 | 4.79 | 6.61 | 2.85 | 6.35 | 6.75 | 6.75 |
| Draw Down(%) | NA | 56.00 | 56.00 | 56.00 | NA | NA | NA | 56.00 | 35.07 | 39.63 | 18.34 | 2.29 | 9.81 | 1.13 | 5.66 | 7.59 | 3.82 |
| Yield(%) | 0.00 | 10.60 | 9.20 | 8.39 | 5.15 | 3.43 | 2.57 | 7.35 | 0.25 | 10.61 | 9.48 | 6.70 | 10.14 | 6.86 | 3.87 | 5.37 | 2.31 |
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 |
|---|---|---|---|---|
| BMBYX (BMO MODERATE ALLOCATION FUND CLASS Y) |
-18.12%
Jan 2019 - Jan 2022 |
-9.81%
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 |
|---|---|---|---|---|
| BMBYX (BMO MODERATE ALLOCATION FUND CLASS Y) |
6.86%
Feb 2018 - Feb 2021 |
7.98%
Feb 2016 - Feb 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart