Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MCBIX (BMO TCH CORE PLUS BOND FUND CLASS I) | NA | 0.56% | 5.10% | 3.96% | 3.88% | NA | NA | … | … |
Data as of 02/14/2022, Common starting date is 12/24/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MCBIX (BMO TCH CORE PLUS BOND FUND CLASS I) | 12/24/2008 | 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 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.56 | 5.10 | 3.96 | 3.88 | NA | NA | … | … | 0.00 | -0.66 | 8.05 | 9.92 | -1.47 | 4.79 | 7.13 | -2.35 | 6.58 | -1.31 | 10.86 | 7.94 | 8.28 | 9.38 | 0.00 |
| Sharpe Ratio | NA | 0.01 | 1.14 | 0.91 | 1.05 | NA | NA | … | … | 0.00 | -0.20 | 1.46 | 2.64 | -1.03 | 1.67 | 2.37 | -0.68 | 2.60 | -0.38 | 3.90 | 1.70 | 1.81 | 2.18 | 0.00 |
| Standard Deviation(%) | NA | 3.24 | 4.05 | 3.56 | 3.33 | NA | NA | … | … | NA | 3.36 | 5.34 | 3.22 | 2.73 | 2.50 | 2.90 | 3.52 | 2.52 | 3.54 | 2.80 | 4.65 | 4.52 | 4.26 | NA |
| Draw Down(%) | NA | 2.79 | 8.35 | 8.35 | 8.35 | NA | NA | … | … | 0.00 | 3.46 | 8.35 | 1.92 | 2.78 | 1.29 | 3.45 | 4.88 | 1.42 | 5.93 | 1.20 | 2.86 | 3.45 | 1.48 | 0.00 |
| Yield(%) | 0.00 | 5.92 | 4.32 | 3.76 | 3.77 | 3.80 | 2.85 | … | … | 0.00 | 6.03 | 2.97 | 3.55 | 3.13 | 2.83 | 3.30 | 3.09 | 3.64 | 2.66 | 6.37 | 5.26 | 6.30 | 0.49 | 0.00 |
Data as of 02/14/2022, Common starting date is 12/24/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MCBIX (BMO TCH CORE PLUS BOND FUND CLASS I) |
0.90%
Dec 2012 – Dec 2015 |
2.13%
Apr 2013 – Apr 2018 |
3.90%
Jan 2012 – Jan 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MCBIX (BMO TCH CORE PLUS BOND FUND CLASS I) |
9.44%
Feb 2009 – Feb 2012 |
7.47%
Feb 2009 – Feb 2014 |
5.21%
Mar 2009 – Mar 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart