Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BMVGX (BMO MID-CAP VALUE FUND CLASS R6) | NA | -15.70% | 0.24% | 1.54% | NA | NA | NA | 4.07% |
Data as of 02/09/2022, AR inception is 05/28/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BMVGX (BMO MID-CAP VALUE FUND CLASS R6) | 05/28/2014 | 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 | -15.70 | 0.24 | 1.54 | NA | NA | NA | 4.07 | -32.85 | 33.18 | 0.87 | 22.64 | -15.05 | 14.82 | 17.62 | -5.67 | 8.68 |
| Sharpe Ratio | NA | -0.42 | 0.00 | 0.03 | NA | NA | NA | 0.13 | -0.92 | 2.07 | 0.01 | 1.63 | -1.08 | 1.63 | 1.06 | -0.37 | 1.24 |
| Standard Deviation(%) | NA | 37.88 | 34.37 | 27.81 | NA | NA | NA | 24.07 | 106.26 | 16.02 | 43.69 | 13.02 | 15.17 | 8.74 | 16.39 | 15.32 | 11.99 |
| Draw Down(%) | NA | 33.55 | 46.61 | 46.61 | NA | NA | NA | 46.61 | 33.55 | 6.95 | 46.61 | 9.66 | 22.71 | 5.17 | 14.23 | 15.14 | 9.60 |
| Yield(%) | 0.00 | 1.91 | 2.67 | 5.16 | 6.42 | 4.28 | 3.21 | 9.17 | 0.00 | 2.08 | 2.72 | 3.73 | 11.94 | 5.51 | 29.74 | 10.10 | 12.77 |
Data as of 02/09/2022, 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 |
|---|---|---|---|---|
| BMVGX (BMO MID-CAP VALUE FUND CLASS R6) |
-8.79%
Mar 2017 - Mar 2020 |
-3.29%
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 |
|---|---|---|---|---|
| BMVGX (BMO MID-CAP VALUE FUND CLASS R6) |
18.73%
Dec 2018 - Dec 2021 |
11.91%
Oct 2016 - Oct 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart