Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MRGIX (BMO STRATEGIC INCOME FUND CLASS Y) | NA | -60.95% | -22.82% | -13.56% | -6.11% | -2.23% | -0.60% | 1.37% |
Data as of 01/07/2022, AR inception is 12/28/1992
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MRGIX (BMO STRATEGIC INCOME FUND CLASS Y) | 12/28/1992 | 01/07/2022 |
| 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 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -60.95 | -22.82 | -13.56 | -6.11 | -2.23 | -0.60 | 1.37 | 0.00 | -61.07 | 5.75 | 12.95 | -2.68 | 6.86 | 1.58 | 1.56 | 5.36 | -2.34 | 3.80 | 5.20 | 6.83 | 12.73 | 0.10 | 5.87 | 4.69 | 2.48 | 3.76 | 3.08 | 8.20 | 6.87 | 9.65 | 0.46 | 6.49 | 8.42 | 3.04 | 16.98 | -2.75 | 4.48 | 0.25 |
| Sharpe Ratio | NA | -0.65 | -0.43 | -0.34 | -0.22 | NA | NA | -0.01 | NA | -0.65 | 0.63 | 4.21 | -1.48 | 1.77 | 0.63 | 0.55 | 2.07 | -0.66 | 2.20 | 1.79 | 2.26 | 2.73 | -0.12 | 0.81 | 0.45 | 0.09 | 0.82 | 0.82 | 2.25 | 1.20 | 1.63 | -0.87 | 0.81 | 1.36 | -0.13 | 2.80 | -1.32 | 0.78 | 7.59 |
| Standard Deviation(%) | NA | 93.62 | 54.35 | 42.20 | 29.92 | NA | NA | 17.83 | NA | 93.80 | 8.70 | 2.73 | 2.75 | 3.51 | 2.18 | 2.78 | 2.58 | 3.58 | 1.71 | 2.90 | 2.99 | 4.62 | 7.43 | 3.39 | 2.82 | 2.37 | 3.37 | 2.89 | 3.14 | 3.75 | 3.32 | 3.32 | 3.73 | 3.47 | 4.82 | 4.64 | 4.40 | 2.94 | 2.78 |
| Draw Down(%) | NA | 61.72 | 61.72 | 61.72 | 61.72 | NA | NA | 61.72 | NA | 61.72 | 18.41 | 0.95 | 3.90 | 1.20 | 3.28 | 1.86 | 1.07 | 4.90 | 0.82 | 1.48 | 2.61 | 2.39 | 8.02 | 2.06 | 1.15 | 1.76 | 3.05 | 1.33 | 1.78 | 2.76 | 1.91 | 2.46 | 2.55 | 2.01 | 4.17 | 2.08 | 5.00 | 1.51 | 0.10 |
| Yield(%) | 0.00 | 1.25 | 2.99 | 3.36 | 3.04 | 3.93 | 4.04 | 4.50 | 0.00 | 1.25 | 2.69 | 4.78 | 4.38 | 3.62 | 2.79 | 2.83 | 2.90 | 2.27 | 3.87 | 6.49 | 5.42 | 4.47 | 7.23 | 4.55 | 4.35 | 4.10 | 4.40 | 3.75 | 4.97 | 5.85 | 6.26 | 5.66 | 6.11 | 6.68 | 6.32 | 6.89 | 6.17 | 6.74 | 0.25 |
Data as of 01/07/2022, AR inception is 12/28/1992
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MRGIX (BMO STRATEGIC INCOME FUND CLASS Y) |
-22.52%
Dec 2018 - Dec 2021 |
-13.52%
Dec 2016 - Dec 2021 |
-6.10%
Dec 2011 - Dec 2021 |
-2.21%
Dec 2006 - Dec 2021 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MRGIX (BMO STRATEGIC INCOME FUND CLASS Y) |
9.33%
Dec 1994 - Dec 1997 |
7.15%
Nov 1994 - Nov 1999 |
6.61%
Oct 1994 - Oct 2004 |
6.24%
Nov 1994 - Nov 2009 |
Annualized Rolling Returns Comparison Chart