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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
MDIVX (BMO DIVIDEND INCOME FUND CLASS I) NA -10.30% 3.23% 6.27% 9.39% NA NA 9.78%
Data as of 02/14/2022, AR inception is 12/29/2011
More Performance Analytics Comparison
Name Start Date End Date
MDIVX (BMO DIVIDEND INCOME FUND CLASS I) 12/29/2011 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
Annualized Return (%) 0.00 -10.30 3.23 6.27 9.39 NA NA 9.78 -25.80 15.07 1.15 20.61 -10.26 6.31 11.59 -11.44 3.96 21.14 8.73 -0.40
Sharpe Ratio NA -0.32 0.09 0.23 0.47 NA NA 0.49 -1.09 0.91 0.02 -0.22 -1.91 -0.91 -1.77 -1.80 -1.04 0.22 -0.90 NA
Standard Deviation(%) NA 31.84 29.44 24.17 19.12 NA NA 19.02 84.69 16.51 37.72 12.17 16.69 14.23 12.69 16.65 13.95 11.86 11.00 0.00
Draw Down(%) NA 27.05 40.08 40.08 40.08 NA NA 40.08 27.05 12.94 40.08 8.04 21.90 11.76 8.69 15.27 11.73 5.96 7.90 0.40
Yield(%) 0.00 13.29 6.80 8.33 9.31 6.44 4.83 9.66 0.09 14.29 2.12 2.77 6.31 14.90 3.67 7.95 9.72 7.02 3.06 0.00
Data as of 02/14/2022, AR inception is 12/29/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MDIVX (BMO DIVIDEND INCOME FUND CLASS I) -0.89%
Mar 2017 - Mar 2020
2.62%
Mar 2015 - Mar 2020
9.64%
Jan 2012 - Jan 2022
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MDIVX (BMO DIVIDEND INCOME FUND CLASS I) 17.64%
May 2012 - May 2015
14.76%
Dec 2012 - Dec 2017
9.64%
Jan 2012 - Jan 2022
0.00%
NA
Annualized Rolling Returns Comparison Chart