Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MRMSX (BMO MID-CAP GROWTH FUND CLASS Y) | NA | 16.16% | 2.71% | 9.98% | 6.70% | 7.13% | 7.19% | … | … |
Data as of 06/07/2017, Common starting date is 12/28/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MRMSX (BMO MID-CAP GROWTH FUND CLASS Y) | 12/28/1993 | 06/07/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.53 | 16.16 | 2.71 | 9.98 | 6.70 | 7.13 | 7.19 | … | … | 11.94 | 4.42 | -9.06 | 4.89 | 28.56 | 16.97 | -3.07 | 31.29 | 33.64 | -40.52 | 24.54 | 9.01 | 3.99 | 12.73 | 27.64 | -31.75 | -10.54 | -11.62 | 60.79 | 15.76 | 22.75 | 20.57 | 23.98 | -5.64 | 1.91 |
| Sharpe Ratio | NA | 1.26 | 0.17 | 0.65 | 0.28 | NA | NA | … | … | 3.11 | 0.24 | -0.55 | 0.34 | 2.09 | 1.02 | -0.10 | 1.38 | 1.36 | -1.05 | 1.15 | 0.38 | 0.12 | 0.86 | 1.61 | -1.23 | -0.51 | -0.36 | 2.49 | 0.46 | 1.02 | 1.07 | 1.33 | -0.65 | 99.11 |
| Standard Deviation(%) | NA | 12.51 | 15.47 | 15.14 | 22.73 | NA | NA | … | … | 9.52 | 17.29 | 16.38 | 14.43 | 13.66 | 16.72 | 30.70 | 22.53 | 24.70 | 39.32 | 18.70 | 14.96 | 14.03 | 13.59 | 16.72 | 26.78 | 25.74 | 44.21 | 23.08 | 26.63 | 18.61 | 15.65 | 15.01 | 13.47 | 3.92 |
| Draw Down(%) | NA | 8.29 | 30.62 | 30.62 | 53.22 | NA | NA | … | … | 2.57 | 18.00 | 17.05 | 11.32 | 8.22 | 13.41 | 29.01 | 18.32 | 16.39 | 52.54 | 11.95 | 15.31 | 10.11 | 17.07 | 10.87 | 42.37 | 30.53 | 37.41 | 12.59 | 38.54 | 14.57 | 16.97 | 10.44 | 16.71 | 0.00 |
| Yield(%) | 0.00 | 22.28 | 13.81 | 14.68 | 8.60 | 8.42 | 8.65 | … | … | 0.00 | 22.75 | 14.06 | 14.37 | 14.80 | 6.81 | 0.00 | 0.00 | 0.00 | 3.20 | 0.00 | 0.00 | 0.00 | 0.70 | 0.00 | 0.00 | 0.26 | 21.49 | 11.14 | 5.85 | 14.10 | 10.31 | 0.00 | 0.09 | 0.10 |
Data as of 06/07/2017, Common starting date is 12/28/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MRMSX (BMO MID-CAP GROWTH FUND CLASS Y) |
-24.39%
Feb 2000 – Feb 2003 |
-9.59%
Mar 2000 – Mar 2005 |
-3.04%
Aug 2000 – Aug 2010 |
2.30%
Sep 2000 – Sep 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MRMSX (BMO MID-CAP GROWTH FUND CLASS Y) |
45.32%
Mar 1997 – Mar 2000 |
31.64%
Feb 1995 – Feb 2000 |
10.71%
Aug 2004 – Aug 2014 |
8.25%
Sep 1998 – Sep 2013 |
Annualized Rolling Returns Comparison Chart