Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MHBNX (Bmo Monegy High Yield Bond Fd) | NA | 0.23% | 2.52% | 4.80% | NA | NA | NA | … | … |
Data as of 12/10/2020, Common starting date is 12/30/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MHBNX (Bmo Monegy High Yield Bond Fd) | 12/30/2011 | 12/10/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.23 | 2.52 | 4.80 | NA | NA | NA | … | … | -1.24 | 13.12 | -3.88 | 6.61 | 11.06 | -2.56 | 0.96 | 6.22 | 10.64 | 0.00 |
| Sharpe Ratio | NA | 0.00 | 0.21 | 0.65 | NA | NA | NA | … | … | -0.13 | 3.12 | -1.32 | 1.97 | 2.32 | -0.67 | 0.29 | 1.99 | 3.54 | NA |
| Standard Deviation(%) | NA | 11.44 | 7.33 | 6.25 | NA | NA | NA | … | … | 11.75 | 3.76 | 3.95 | 3.05 | 4.67 | 3.84 | 3.26 | 3.11 | 3.02 | 0.00 |
| Draw Down(%) | NA | 22.25 | 22.25 | 22.25 | NA | NA | NA | … | … | 22.25 | 1.62 | 6.12 | 2.29 | 3.38 | 7.54 | 5.97 | 4.92 | 2.60 | 0.00 |
| Yield(%) | 0.00 | 3.26 | 4.61 | 5.09 | 4.86 | 3.24 | 2.43 | … | … | 2.83 | 5.88 | 5.29 | 5.53 | 5.12 | 5.38 | 7.76 | 6.98 | 5.37 | 0.00 |
Data as of 12/10/2020, Common starting date is 12/30/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MHBNX (Bmo Monegy High Yield Bond Fd) |
-0.62%
Mar 2017 – Mar 2020 |
1.18%
Mar 2015 – Mar 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MHBNX (Bmo Monegy High Yield Bond Fd) |
6.63%
Feb 2016 – Feb 2019 |
5.49%
May 2012 – May 2017 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart