Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MRSCX (BMO SMALL-CAP GROWTH FUND CLASS Y) | NA | 17.36% | 1.87% | 11.12% | 7.28% | 9.88% | 8.39% | 8.47% |
Data as of 06/07/2017, AR inception is 09/25/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MRSCX (BMO SMALL-CAP GROWTH FUND CLASS Y) | 09/25/1996 | 06/07/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.59 | 17.36 | 1.87 | 11.12 | 7.28 | 9.88 | 8.39 | 8.47 | 9.28 | 8.09 | -9.17 | -1.03 | 41.93 | 12.03 | -3.86 | 35.59 | 46.81 | -42.50 | 19.19 | 14.81 | 8.64 | 16.67 | 48.68 | -28.78 | 9.15 | -19.85 | 34.69 | 3.41 | 23.11 | -0.74 |
| Sharpe Ratio | NA | 1.06 | 0.10 | 0.62 | 0.28 | NA | NA | 0.19 | 1.63 | 0.37 | -0.51 | -0.06 | 2.89 | 0.65 | -0.11 | 1.42 | 1.65 | -1.12 | 0.78 | 0.66 | 0.43 | 0.99 | 2.45 | -1.00 | 0.22 | -0.52 | 1.59 | 0.00 | -1.72 | -0.47 |
| Standard Deviation(%) | NA | 16.01 | 18.58 | 17.63 | 24.95 | NA | NA | 24.88 | 13.80 | 21.21 | 18.04 | 17.80 | 14.51 | 18.48 | 35.14 | 25.07 | 28.24 | 38.65 | 20.88 | 17.44 | 15.19 | 15.92 | 19.55 | 29.98 | 31.76 | 45.93 | 19.85 | 22.79 | 18.63 | 13.06 |
| Draw Down(%) | NA | 11.61 | 36.62 | 36.62 | 57.05 | NA | NA | 62.47 | 4.84 | 21.81 | 21.40 | 17.70 | 5.62 | 16.76 | 33.41 | 20.62 | 20.04 | 54.00 | 12.18 | 18.27 | 14.68 | 18.22 | 15.15 | 43.77 | 30.79 | 46.13 | 16.97 | 42.23 | 15.82 | 9.39 |
| Yield(%) | 0.00 | 0.00 | 7.47 | 10.85 | 7.45 | 10.35 | 8.89 | 9.02 | 0.00 | 0.00 | 6.80 | 17.11 | 15.97 | 7.59 | 5.73 | 0.00 | 0.00 | 0.00 | 19.86 | 8.37 | 8.81 | 0.00 | 0.00 | 0.00 | 5.04 | 9.60 | 3.19 | 0.17 | 4.62 | 0.00 |
Data as of 06/07/2017, AR inception is 09/25/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MRSCX (BMO SMALL-CAP GROWTH FUND CLASS Y) |
-22.97%
Feb 2000 - Feb 2003 |
-7.26%
Mar 1998 - Mar 2003 |
1.36%
Feb 2000 - Feb 2010 |
5.94%
Feb 2000 - Feb 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MRSCX (BMO SMALL-CAP GROWTH FUND CLASS Y) |
34.90%
Feb 2009 - Feb 2012 |
29.81%
Feb 2009 - Feb 2014 |
15.04%
Mar 2003 - Mar 2013 |
10.78%
Feb 1999 - Feb 2014 |
Annualized Rolling Returns Comparison Chart