Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MRVIX (BMO MID-CAP VALUE FUND CLASS I) | NA | -14.53% | 0.17% | 1.35% | 7.25% | NA | NA | … | … |
Data as of 02/09/2022, Common starting date is 02/12/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MRVIX (BMO MID-CAP VALUE FUND CLASS I) | 02/12/2008 | 02/09/2022 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -14.53 | 0.17 | 1.35 | 7.25 | NA | NA | … | … | -32.87 | 32.96 | 0.60 | 20.66 | -15.28 | 14.70 | 17.46 | -5.79 | 11.76 | 38.88 | 19.34 | -6.56 | 21.98 | 36.94 | -33.15 |
| Sharpe Ratio | NA | -0.42 | -0.02 | 0.01 | 0.30 | NA | NA | … | … | -0.92 | 2.05 | 0.01 | 1.48 | -1.10 | 1.60 | 1.05 | -0.38 | 0.95 | 3.25 | 1.42 | -0.24 | 1.05 | 1.14 | -0.86 |
| Standard Deviation(%) | NA | 37.93 | 34.35 | 27.79 | 22.01 | NA | NA | … | … | 106.37 | 16.07 | 43.61 | 13.00 | 15.05 | 8.85 | 16.43 | 15.26 | 12.36 | 11.97 | 13.69 | 27.12 | 20.82 | 32.22 | 43.22 |
| Draw Down(%) | NA | 33.62 | 46.56 | 46.68 | 46.68 | NA | NA | … | … | 33.62 | 6.95 | 46.56 | 9.67 | 22.78 | 5.25 | 14.31 | 15.15 | 9.61 | 4.66 | 11.81 | 26.95 | 18.40 | 29.49 | 52.32 |
| Yield(%) | 0.00 | 1.90 | 2.09 | 4.72 | 10.26 | 7.60 | 5.70 | … | … | 0.00 | 2.08 | 2.37 | 1.76 | 11.80 | 5.39 | 29.59 | 9.92 | 13.39 | 16.83 | 6.12 | 0.68 | 0.79 | 1.17 | 4.78 |
Data as of 02/09/2022, Common starting date is 02/12/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MRVIX (BMO MID-CAP VALUE FUND CLASS I) |
-9.42%
Mar 2017 – Mar 2020 |
-3.75%
Mar 2015 – Mar 2020 |
5.06%
Mar 2010 – Mar 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MRVIX (BMO MID-CAP VALUE FUND CLASS I) |
28.21%
Feb 2009 – Feb 2012 |
25.79%
Feb 2009 – Feb 2014 |
15.67%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart