Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BMGGX (BMO MID-CAP GROWTH FUND CLASS R6) | NA | -70.70% | -29.69% | -12.69% | NA | NA | NA | -9.36% |
Data as of 08/09/2021, AR inception is 05/28/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BMGGX (BMO MID-CAP GROWTH FUND CLASS R6) | 05/28/2014 | 08/09/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -70.70 | -29.69 | -12.69 | NA | NA | NA | -9.36 | -75.23 | 27.54 | 28.60 | -3.61 | 27.50 | 4.98 | -8.47 | 4.80 |
| Sharpe Ratio | NA | -0.48 | -0.34 | -0.20 | NA | NA | NA | -0.17 | -0.47 | 0.74 | 1.78 | -0.26 | 2.90 | 0.28 | -0.52 | 0.59 |
| Standard Deviation(%) | NA | 147.81 | 88.32 | 68.78 | NA | NA | NA | 58.04 | 190.75 | 36.50 | 15.32 | 18.81 | 9.31 | 17.24 | 16.39 | 13.75 |
| Draw Down(%) | NA | 77.61 | 77.61 | 77.61 | NA | NA | NA | 77.61 | 77.61 | 37.11 | 8.84 | 23.20 | 3.86 | 17.98 | 16.76 | 11.27 |
| Yield(%) | 0.00 | 46.40 | 22.13 | 19.73 | 9.83 | 6.55 | 4.91 | 14.04 | 0.00 | 49.55 | 14.20 | 18.03 | 7.26 | 22.37 | 13.73 | 13.91 |
Data as of 08/09/2021, AR inception is 05/28/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BMGGX (BMO MID-CAP GROWTH FUND CLASS R6) |
-28.97%
Jul 2018 - Jul 2021 |
-12.59%
Jul 2016 - Jul 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BMGGX (BMO MID-CAP GROWTH FUND CLASS R6) |
19.35%
Feb 2016 - Feb 2019 |
19.94%
Feb 2016 - Feb 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart