Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BSVGX (BMO SMALL-CAP VALUE FUND CLASS R6) | NA | -15.01% | 1.25% | 1.44% | NA | NA | NA | … | … |
Data as of 02/09/2022, Common starting date is 05/28/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BSVGX (BMO SMALL-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 | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -15.01 | 1.25 | 1.44 | NA | NA | NA | … | … | -28.22 | 24.79 | 0.45 | 20.08 | -14.75 | 9.36 | 23.49 | -4.94 | 3.06 |
| Sharpe Ratio | NA | -0.46 | 0.03 | 0.03 | NA | NA | NA | … | … | -1.28 | 1.05 | 0.00 | 1.18 | -0.97 | 0.66 | 1.24 | -0.32 | 0.38 |
| Standard Deviation(%) | NA | 32.35 | 34.38 | 28.27 | NA | NA | NA | … | … | 74.88 | 23.52 | 46.72 | 15.77 | 16.53 | 13.23 | 18.67 | 15.56 | 13.53 |
| Draw Down(%) | NA | 30.35 | 46.52 | 49.15 | NA | NA | NA | … | … | 29.61 | 14.92 | 46.52 | 11.28 | 25.85 | 7.45 | 16.17 | 14.51 | 13.20 |
| Yield(%) | 0.00 | 8.20 | 3.92 | 5.19 | 4.49 | 3.00 | 2.25 | … | … | 0.10 | 9.30 | 0.59 | 1.46 | 7.48 | 8.08 | 11.18 | 3.82 | 5.77 |
Data as of 02/09/2022, 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 |
|---|---|---|---|---|
| BSVGX (BMO SMALL-CAP VALUE FUND CLASS R6) |
-10.51%
Mar 2017 – Mar 2020 |
-3.84%
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 |
|---|---|---|---|---|
| BSVGX (BMO SMALL-CAP VALUE FUND CLASS R6) |
17.37%
Dec 2018 – Dec 2021 |
11.82%
Feb 2016 – Feb 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart