Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MCIIX (BMO TCH CORPORATE INCOME FUND CLASS I) | NA | -1.14% | 6.45% | 4.86% | 5.01% | NA | NA | 6.71% |
Data as of 02/09/2022, AR inception is 12/24/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MCIIX (BMO TCH CORPORATE INCOME FUND CLASS I) | 12/24/2008 | 02/09/2022 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -1.14 | 6.45 | 4.86 | 5.01 | NA | NA | 6.71 | -2.54 | -0.29 | 10.63 | 14.35 | -2.71 | 6.47 | 12.61 | -4.25 | 7.06 | 0.13 | 12.49 | 7.52 | 9.73 | 18.29 | 0.00 |
| Sharpe Ratio | NA | -0.24 | 0.94 | 0.80 | 1.06 | NA | NA | 1.35 | -5.83 | -0.06 | 1.17 | 3.33 | -1.36 | 2.33 | 3.50 | -1.15 | 2.99 | 0.03 | 3.83 | 1.42 | 1.91 | 2.79 | 0.00 |
| Standard Deviation(%) | NA | 4.86 | 6.26 | 5.17 | 4.35 | NA | NA | 4.68 | 3.68 | 4.82 | 8.82 | 3.89 | 2.97 | 2.52 | 3.53 | 3.72 | 2.35 | 3.76 | 3.27 | 5.26 | 5.05 | 6.53 | NA |
| Draw Down(%) | NA | 4.51 | 16.17 | 16.17 | 16.17 | NA | NA | 16.17 | 2.69 | 5.55 | 16.17 | 2.34 | 3.49 | 1.31 | 2.89 | 6.90 | 1.90 | 6.38 | 1.57 | 3.85 | 3.48 | 2.65 | 0.00 |
| Yield(%) | 0.00 | 6.61 | 5.06 | 4.35 | 4.52 | 4.83 | 3.63 | 5.58 | 1.78 | 5.07 | 3.73 | 3.79 | 3.70 | 3.03 | 4.40 | 3.52 | 3.77 | 5.10 | 6.43 | 5.46 | 6.41 | 1.21 | 0.00 |
Data as of 02/09/2022, AR inception is 12/24/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MCIIX (BMO TCH CORPORATE INCOME FUND CLASS I) |
0.68%
Jan 2013 - Jan 2016 |
3.34%
Apr 2013 - Apr 2018 |
4.99%
Jan 2012 - Jan 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MCIIX (BMO TCH CORPORATE INCOME FUND CLASS I) |
13.15%
Feb 2009 - Feb 2012 |
10.09%
Feb 2009 - Feb 2014 |
6.97%
Mar 2009 - Mar 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart