Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BMMPF (BMO Equal Weight Banks Index ETF) | NA | 2.96% | 1.48% | 5.19% | NA | NA | NA | … | … |
Data as of 03/15/2024, Common starting date is 10/13/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BMMPF (BMO Equal Weight Banks Index ETF) | 10/13/2017 | 03/15/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 2.96 | 1.48 | 5.19 | NA | NA | NA | … | … | -1.56 | -4.85 | -9.51 | 36.08 | 9.24 | 10.69 | -8.62 | 1.78 |
| Sharpe Ratio | NA | -0.15 | -0.02 | 0.10 | NA | NA | NA | … | … | -0.22 | -0.07 | -0.33 | 3.13 | 0.18 | 0.75 | -0.58 | 1.77 |
| Standard Deviation(%) | NA | 90.79 | 32.48 | 35.18 | NA | NA | NA | … | … | 46.36 | 101.44 | 53.80 | 11.85 | 50.09 | 12.46 | 17.10 | 4.47 |
| Draw Down(%) | NA | 12.58 | 25.58 | 31.39 | NA | NA | NA | … | … | 4.96 | 12.58 | 17.26 | 0.59 | 31.39 | 5.17 | 13.54 | 1.45 |
| Yield(%) | 0.00 | 0.43 | 1.53 | 2.61 | 1.70 | 1.13 | 0.85 | … | … | 0.39 | 0.00 | 1.31 | 3.61 | 4.07 | 3.95 | 3.11 | 0.79 |
Data as of 03/15/2024, Common starting date is 10/13/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BMMPF (BMO Equal Weight Banks Index ETF) |
-4.43%
Nov 2017 – Nov 2020 |
3.09%
Sep 2018 – Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BMMPF (BMO Equal Weight Banks Index ETF) |
23.21%
Jan 2021 – Jan 2024 |
5.94%
Jul 2018 – Jul 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart