Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BMTAX (BMO STRATEGIC INCOME FUND CLASS A) | NA | -0.28% | 6.98% | 5.15% | NA | NA | NA | 4.25% |
Data as of 01/07/2022, AR inception is 05/28/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BMTAX (BMO STRATEGIC INCOME FUND CLASS A) | 05/28/2014 | 01/07/2022 |
| 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 | -0.28 | 6.98 | 5.15 | NA | NA | NA | 4.25 | 0.00 | -0.59 | 9.95 | 12.95 | -2.67 | 6.86 | 1.58 | 1.56 | 0.73 |
| Sharpe Ratio | NA | -0.10 | 1.13 | 0.92 | NA | NA | NA | 0.81 | NA | -0.28 | 1.08 | 4.30 | -1.47 | 1.78 | 0.63 | 0.55 | 0.58 |
| Standard Deviation(%) | NA | 3.06 | 5.70 | 4.86 | NA | NA | NA | 4.18 | NA | 2.33 | 8.99 | 2.68 | 2.73 | 3.51 | 2.18 | 2.78 | 2.09 |
| Draw Down(%) | NA | 3.55 | 18.23 | 18.23 | NA | NA | NA | 18.23 | NA | 2.74 | 18.23 | 0.95 | 3.90 | 1.20 | 3.28 | 1.86 | 0.96 |
| Yield(%) | 0.00 | 3.10 | 5.12 | 4.60 | 2.88 | 1.92 | 1.44 | 4.12 | 0.00 | 3.09 | 6.79 | 4.79 | 4.39 | 3.62 | 2.79 | 2.83 | 0.72 |
Data as of 01/07/2022, 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 |
|---|---|---|---|---|
| BMTAX (BMO STRATEGIC INCOME FUND CLASS A) |
0.24%
Mar 2017 - Mar 2020 |
1.08%
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 |
|---|---|---|---|---|
| BMTAX (BMO STRATEGIC INCOME FUND CLASS A) |
8.06%
Jun 2018 - Jun 2021 |
5.65%
Dec 2015 - Dec 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart