Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BMHAX (BMO MONEGY HIGH YIELD BOND FUND CLASS A) | NA | 0.07% | 2.31% | 4.69% | NA | NA | NA | … | … |
Data as of 12/10/2020, Common starting date is 05/28/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BMHAX (BMO MONEGY HIGH YIELD BOND FUND CLASS A) | 05/28/2014 | 12/10/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.07 | 2.31 | 4.69 | NA | NA | NA | … | … | -1.37 | 12.86 | -4.10 | 6.35 | 11.28 | -2.70 | -3.19 |
| Sharpe Ratio | NA | -0.02 | 0.18 | 0.63 | NA | NA | NA | … | … | -0.14 | 3.07 | -1.38 | 1.94 | 2.39 | -0.73 | -1.43 |
| Standard Deviation(%) | NA | 11.49 | 7.35 | 6.25 | NA | NA | NA | … | … | 11.81 | 3.73 | 3.93 | 2.96 | 4.64 | 3.74 | 3.70 |
| Draw Down(%) | NA | 22.23 | 22.23 | 22.23 | NA | NA | NA | … | … | 22.23 | 1.62 | 6.16 | 2.29 | 3.51 | 7.75 | 6.16 |
| Yield(%) | 0.00 | 3.11 | 4.41 | 4.96 | 3.04 | 2.03 | 1.52 | … | … | 2.70 | 5.64 | 5.06 | 5.27 | 5.35 | 5.13 | 4.81 |
Data as of 12/10/2020, Common starting date is 05/28/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BMHAX (BMO MONEGY HIGH YIELD BOND FUND CLASS A) |
-0.85%
Mar 2017 – Mar 2020 |
1.06%
Mar 2015 – Mar 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BMHAX (BMO MONEGY HIGH YIELD BOND FUND CLASS A) |
6.57%
Feb 2016 – Feb 2019 |
4.53%
Sep 2015 – Sep 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart