Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BTMAX (BMO SHORT-TERM INCOME FUND CLASS A) | NA | -1.31% | 1.78% | 1.69% | NA | NA | NA | … | … |
Data as of 02/14/2022, Common starting date is 05/28/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BTMAX (BMO SHORT-TERM INCOME FUND CLASS A) | 05/28/2014 | 02/14/2022 |
| 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 | -1.31 | 1.78 | 1.69 | NA | NA | NA | … | … | 0.00 | -1.31 | 2.90 | 4.23 | 1.21 | 1.53 | 1.81 | 0.57 | -0.53 |
| Sharpe Ratio | NA | -1.10 | 0.81 | 0.69 | NA | NA | NA | … | … | 0.00 | -1.38 | 1.32 | 1.88 | -0.11 | 0.87 | 1.43 | 0.44 | -0.91 |
| Standard Deviation(%) | NA | 1.22 | 1.60 | 1.42 | NA | NA | NA | … | … | NA | 1.01 | 2.01 | 1.50 | 1.12 | 1.04 | 1.12 | 1.22 | 0.98 |
| Draw Down(%) | NA | 1.73 | 3.88 | 3.88 | NA | NA | NA | … | … | 0.00 | 1.58 | 3.88 | 0.74 | 0.50 | 0.32 | 0.72 | 0.68 | 0.74 |
| Yield(%) | 0.00 | 1.18 | 1.75 | 1.79 | 1.17 | 0.78 | 0.58 | … | … | 0.00 | 1.28 | 1.74 | 2.35 | 2.05 | 1.63 | 1.27 | 1.10 | 0.32 |
Data as of 02/14/2022, 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 |
|---|---|---|---|---|
| BTMAX (BMO SHORT-TERM INCOME FUND CLASS A) |
0.97%
Apr 2015 – Apr 2018 |
1.52%
Jun 2014 – Jun 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BTMAX (BMO SHORT-TERM INCOME FUND CLASS A) |
2.96%
Apr 2018 – Apr 2021 |
2.35%
Dec 2015 – Dec 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart