Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MIITX (BMO INTERMEDIATE TAX-FREE FUND CLASS I) | NA | 0.83% | 3.87% | 3.55% | 3.19% | NA | NA | … | … |
Data as of 02/14/2022, Common starting date is 12/29/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MIITX (BMO INTERMEDIATE TAX-FREE FUND CLASS I) | 12/29/2010 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.83 | 3.87 | 3.55 | 3.19 | NA | NA | … | … | -1.58 | 0.38 | 3.68 | 6.58 | 0.93 | 5.05 | 0.12 | 2.86 | 7.68 | -1.53 | 6.90 | 9.13 | 0.10 |
| Sharpe Ratio | NA | -0.39 | 0.67 | 0.73 | 0.94 | NA | NA | … | … | -2.74 | 0.30 | 0.51 | 3.18 | -0.28 | 2.33 | -0.04 | 1.87 | 4.82 | -0.60 | 3.41 | 4.17 | 11.86 |
| Standard Deviation(%) | NA | 2.01 | 4.20 | 3.42 | 2.79 | NA | NA | … | … | 4.61 | 1.18 | 6.79 | 1.62 | 1.44 | 1.90 | 2.07 | 1.52 | 1.59 | 2.60 | 2.02 | 2.18 | 1.08 |
| Draw Down(%) | NA | 2.17 | 10.79 | 10.79 | 10.79 | NA | NA | … | … | 1.58 | 1.71 | 10.79 | 1.38 | 1.39 | 1.23 | 4.60 | 1.80 | 0.92 | 5.63 | 1.45 | 1.54 | 0.00 |
| Yield(%) | 0.00 | 2.02 | 2.64 | 2.74 | 2.79 | 2.26 | 1.69 | … | … | 0.00 | 2.23 | 2.79 | 2.99 | 2.76 | 2.92 | 2.62 | 2.55 | 2.78 | 2.74 | 3.53 | 3.65 | 0.00 |
Data as of 02/14/2022, Common starting date is 12/29/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MIITX (BMO INTERMEDIATE TAX-FREE FUND CLASS I) |
1.68%
Oct 2015 – Oct 2018 |
2.15%
Apr 2015 – Apr 2020 |
3.16%
Jan 2012 – Jan 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MIITX (BMO INTERMEDIATE TAX-FREE FUND CLASS I) |
5.58%
Aug 2013 – Aug 2016 |
5.26%
Jan 2011 – Jan 2016 |
4.25%
Jan 2011 – Jan 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart