Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MRMIX (BMO MID-CAP GROWTH FUND CLASS I) | NA | -41.87% | -3.56% | 3.60% | 5.63% | NA | NA | 6.22% |
Data as of 02/09/2022, AR inception is 02/12/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MRMIX (BMO MID-CAP GROWTH FUND CLASS I) | 02/12/2008 | 02/09/2022 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -41.87 | -3.56 | 3.60 | 5.63 | NA | NA | 6.22 | -49.75 | -8.87 | 28.17 | 28.36 | -3.69 | 27.31 | 4.82 | -8.62 | 5.49 | 29.11 | 17.23 | -2.79 | 31.68 | 34.02 | -34.04 |
| Sharpe Ratio | NA | -0.93 | -0.11 | 0.10 | 0.23 | NA | NA | 0.22 | -0.81 | -0.29 | 0.76 | 1.75 | -0.27 | 2.86 | 0.27 | -0.53 | 0.38 | 2.14 | 1.04 | -0.09 | 1.40 | 1.37 | -0.94 |
| Standard Deviation(%) | NA | 44.86 | 34.67 | 28.57 | 23.04 | NA | NA | 25.16 | 123.57 | 30.84 | 36.47 | 15.39 | 18.68 | 9.37 | 17.30 | 16.38 | 14.34 | 13.59 | 16.73 | 30.68 | 22.55 | 24.68 | 40.76 |
| Draw Down(%) | NA | 50.33 | 50.33 | 50.33 | 50.33 | NA | NA | 52.49 | 49.75 | 29.77 | 37.13 | 8.86 | 23.25 | 3.88 | 18.03 | 16.83 | 11.28 | 8.16 | 13.42 | 28.90 | 18.30 | 16.35 | 52.49 |
| Yield(%) | 0.00 | 30.56 | 28.88 | 23.37 | 14.84 | 12.08 | 9.06 | 13.94 | 0.00 | 33.45 | 50.13 | 14.31 | 18.14 | 7.29 | 22.26 | 13.75 | 14.13 | 14.63 | 6.75 | 0.00 | 0.01 | 0.15 | 3.50 |
Data as of 02/09/2022, AR inception is 02/12/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MRMIX (BMO MID-CAP GROWTH FUND CLASS I) |
-2.49%
Jan 2019 - Jan 2022 |
1.76%
Mar 2015 - Mar 2020 |
6.06%
Jan 2012 - Jan 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MRMIX (BMO MID-CAP GROWTH FUND CLASS I) |
28.14%
Feb 2009 - Feb 2012 |
24.08%
Feb 2009 - Feb 2014 |
15.29%
Feb 2009 - Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart