Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MASTX (BMO LARGE-CAP GROWTH FUND CLASS Y) | NA | -12.68% | 11.12% | 12.61% | 13.69% | 9.73% | 8.25% | 8.16% |
Data as of 02/14/2022, AR inception is 12/30/1992
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MASTX (BMO LARGE-CAP GROWTH FUND CLASS Y) | 12/30/1992 | 02/14/2022 |
| 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 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -12.68 | 11.12 | 12.61 | 13.69 | 9.73 | 8.25 | 8.16 | -26.52 | 9.21 | 29.12 | 27.53 | -1.26 | 27.96 | 8.58 | 5.91 | 14.20 | 33.70 | 17.66 | -1.37 | 14.44 | 34.38 | -39.39 | 13.57 | 8.97 | 4.90 | 8.96 | 24.72 | -27.41 | -13.09 | -9.25 | 18.07 | 26.18 | 26.21 | 14.67 | 26.26 | -5.79 | 3.35 | -0.51 |
| Sharpe Ratio | NA | -0.60 | 0.43 | 0.55 | 0.74 | NA | NA | 0.35 | -2.08 | 0.48 | 0.84 | 1.90 | -0.14 | 3.33 | 0.60 | 0.37 | 1.09 | 2.85 | 1.36 | -0.06 | 0.76 | 1.41 | -1.04 | 0.67 | 0.50 | 0.25 | 0.71 | 1.42 | -1.10 | -0.74 | -0.65 | 0.88 | 1.17 | 1.30 | 1.00 | 2.47 | -0.81 | 0.14 | NA |
| Standard Deviation(%) | NA | 21.58 | 24.71 | 21.45 | 17.96 | NA | NA | 18.67 | 44.54 | 18.97 | 34.22 | 13.77 | 19.19 | 8.25 | 13.97 | 16.11 | 13.06 | 11.82 | 13.09 | 25.17 | 18.95 | 24.27 | 38.77 | 15.83 | 11.50 | 11.08 | 11.28 | 16.92 | 25.93 | 21.02 | 20.51 | 16.86 | 19.51 | 17.33 | 11.13 | 9.07 | 10.80 | 9.12 | 0.00 |
| Draw Down(%) | NA | 27.24 | 31.26 | 31.26 | 31.26 | NA | NA | 51.66 | 26.79 | 16.59 | 31.26 | 8.28 | 21.43 | 2.69 | 10.73 | 11.03 | 8.46 | 6.97 | 9.82 | 21.36 | 17.91 | 19.67 | 49.10 | 8.82 | 10.14 | 7.97 | 8.76 | 13.19 | 36.08 | 29.09 | 17.79 | 10.96 | 18.87 | 11.23 | 7.44 | 5.92 | 12.94 | 7.26 | 0.51 |
| Yield(%) | 0.00 | 15.39 | 12.29 | 12.57 | 13.64 | 9.91 | 8.42 | 9.59 | 0.00 | 16.56 | 9.34 | 5.76 | 14.45 | 6.97 | 6.56 | 14.96 | 16.11 | 10.91 | 8.55 | 0.00 | 0.07 | 0.29 | 0.08 | 9.00 | 3.52 | 14.24 | 0.77 | 0.34 | 0.04 | 0.07 | 4.57 | 6.25 | 6.00 | 10.83 | 17.25 | 1.10 | 0.70 | 1.15 | 0.18 |
Data as of 02/14/2022, AR inception is 12/30/1992
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MASTX (BMO LARGE-CAP GROWTH FUND CLASS Y) |
-18.24%
Mar 2000 - Mar 2003 |
-5.83%
Mar 1998 - Mar 2003 |
-4.27%
Feb 1999 - Feb 2009 |
2.22%
Feb 1994 - Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MASTX (BMO LARGE-CAP GROWTH FUND CLASS Y) |
27.43%
Dec 2018 - Dec 2021 |
22.33%
Feb 2009 - Feb 2014 |
18.62%
Sep 2011 - Sep 2021 |
12.68%
Aug 2006 - Aug 2021 |
Annualized Rolling Returns Comparison Chart