Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MITFX (BMO INTERMEDIATE TAX-FREE FUND CLASS Y) | NA | 2.02% | 3.95% | 3.46% | 3.20% | 4.11% | 4.06% | … | … |
Data as of 01/07/2022, Common starting date is 02/25/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MITFX (BMO INTERMEDIATE TAX-FREE FUND CLASS Y) | 02/25/1994 | 01/07/2022 |
| 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 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 2.02 | 3.95 | 3.46 | 3.20 | 4.11 | 4.06 | … | … | 0.00 | 2.20 | 3.68 | 6.29 | 0.89 | 4.72 | 0.20 | 2.61 | 7.34 | -1.61 | 6.66 | 9.16 | 2.74 | 12.86 | 0.73 | 4.26 | 3.52 | 0.88 | 2.21 | 4.17 | 9.36 | 4.09 | 9.20 | -1.97 | 5.64 | 6.80 | 3.84 | 11.52 | -1.22 |
| Sharpe Ratio | NA | 1.46 | 0.83 | 0.82 | 1.02 | NA | NA | … | … | NA | 1.58 | 0.50 | 3.01 | -0.29 | 2.33 | 0.00 | 1.61 | 4.47 | -0.63 | 3.30 | 4.24 | 1.06 | 4.48 | -0.04 | 0.62 | 0.12 | -0.18 | 0.43 | 1.22 | 2.78 | 0.72 | 2.43 | -2.09 | 0.86 | 1.33 | 0.09 | 2.52 | -1.37 |
| Standard Deviation(%) | NA | 1.37 | 4.12 | 3.36 | 2.77 | NA | NA | … | … | NA | 1.38 | 6.82 | 1.62 | 1.46 | 1.76 | 2.07 | 1.60 | 1.64 | 2.59 | 2.02 | 2.15 | 2.50 | 2.85 | 4.51 | 2.04 | 2.04 | 7.19 | 2.93 | 2.86 | 2.97 | 2.47 | 2.10 | 2.49 | 2.70 | 2.46 | 3.71 | 3.05 | 3.32 |
| Draw Down(%) | NA | 1.53 | 10.78 | 10.78 | 10.78 | NA | NA | … | … | NA | 1.53 | 10.78 | 1.38 | 1.45 | 1.14 | 4.40 | 1.80 | 0.94 | 5.68 | 1.45 | 1.54 | 4.18 | 1.81 | 8.63 | 1.50 | 1.20 | 4.95 | 4.52 | 4.10 | 3.63 | 3.79 | 1.90 | 4.50 | 1.75 | 1.97 | 3.45 | 1.51 | 3.87 |
| Yield(%) | 0.00 | 1.82 | 2.42 | 2.52 | 2.64 | 3.28 | 3.47 | … | … | 0.00 | 1.82 | 2.56 | 2.72 | 2.63 | 2.69 | 2.61 | 2.31 | 2.55 | 2.57 | 3.40 | 3.59 | 3.52 | 4.38 | 5.07 | 3.66 | 3.45 | 5.89 | 3.30 | 3.73 | 3.86 | 4.14 | 4.53 | 4.10 | 4.83 | 4.33 | 4.32 | 4.54 | 3.34 |
Data as of 01/07/2022, Common starting date is 02/25/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MITFX (BMO INTERMEDIATE TAX-FREE FUND CLASS Y) |
1.32%
May 2003 – May 2006 |
1.97%
Apr 2015 – Apr 2020 |
3.26%
Apr 2010 – Apr 2020 |
3.70%
May 2003 – May 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MITFX (BMO INTERMEDIATE TAX-FREE FUND CLASS Y) |
8.38%
May 2000 – May 2003 |
6.78%
Feb 2008 – Feb 2013 |
5.46%
Nov 1994 – Nov 2004 |
5.14%
Nov 1994 – Nov 2009 |
Annualized Rolling Returns Comparison Chart