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Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
MAIBX (BMO Short-Intermediate Bond Y) NA 1.51% 2.26% 3.46% 4.29% 4.85% NA 5.21%
Data as of 05/22/2015, AR inception is 06/21/1996
More Performance Analytics Comparison
Name Start Date End Date
MAIBX (BMO Short-Intermediate Bond Y) 06/21/1996 05/22/2015
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Inception 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998 1997 1996
Annualized Return (%) -0.38 1.51 2.26 3.46 4.29 4.85 NA 5.21 0.98 3.40 -0.15 5.25 5.09 7.80 26.81 -12.65 4.63 4.10 2.11 2.24 4.92 8.06 6.00 8.75 1.44 6.32 7.17 5.41
Sharpe Ratio NA 0.70 0.99 1.27 0.82 NA NA 0.29 1.02 1.70 -0.07 2.43 1.59 2.21 3.66 -1.72 0.58 0.35 -0.03 0.39 1.08 1.70 0.87 1.61 -0.56 0.92 -16.15 1.91
Standard Deviation(%) NA 2.14 2.26 2.66 4.18 NA NA 3.86 2.48 1.99 2.50 2.15 3.19 3.49 7.29 7.87 2.78 2.34 2.35 3.33 3.93 4.09 4.29 2.92 3.15 3.27 2.96 3.67
Draw Down(%) NA 1.09 3.57 3.57 21.10 NA NA 21.10 0.95 1.09 3.57 1.16 1.50 3.23 10.13 19.55 1.36 0.86 1.70 3.62 3.49 3.04 3.71 1.89 2.00 2.19 1.63 1.49
Yield(%) 0.00 1.88 1.59 1.75 2.98 3.80 3.96 4.39 0.60 1.95 1.27 1.58 1.70 1.72 4.80 4.81 4.62 4.43 4.07 3.77 4.45 5.27 5.67 6.38 5.81 5.94 6.22 3.61
Data as of 05/22/2015, AR inception is 06/21/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MAIBX (BMO Short-Intermediate Bond Y) -3.61%
Feb 2006 - Feb 2009
-1.56%
Feb 2004 - Feb 2009
2.27%
Feb 1999 - Feb 2009
4.68%
Aug 1998 - Aug 2013
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MAIBX (BMO Short-Intermediate Bond Y) 15.82%
Feb 2009 - Feb 2012
10.18%
Feb 2009 - Feb 2014
5.47%
Oct 2000 - Oct 2010
5.47%
Aug 1996 - Aug 2011
Annualized Rolling Returns Comparison Chart