Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MSGIX (BMO SMALL-CAP GROWTH FUND CLASS I) | NA | -7.15% | 8.30% | 5.53% | 7.44% | 8.21% | NA | … | … |
Data as of 03/02/2023, Common starting date is 02/12/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MSGIX (BMO SMALL-CAP GROWTH FUND CLASS I) | 02/12/2008 | 03/02/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.69 | -7.15 | 8.30 | 5.53 | 7.44 | 8.21 | NA | … | … | 10.97 | -25.79 | -5.80 | 24.39 | 23.81 | -8.62 | 20.47 | 8.36 | -8.86 | -0.15 | 42.57 | 12.34 | -3.64 | 35.91 | 47.08 | -35.27 |
| Sharpe Ratio | NA | -0.31 | 0.23 | 0.16 | 0.30 | NA | NA | … | … | 3.88 | -0.86 | -0.21 | 0.61 | 1.29 | -0.49 | 1.56 | 0.38 | -0.49 | -0.01 | 2.93 | 0.67 | -0.10 | 1.43 | 1.66 | -0.98 |
| Standard Deviation(%) | NA | 30.85 | 32.14 | 27.66 | 23.04 | NA | NA | … | … | 21.33 | 31.70 | 28.24 | 39.75 | 17.43 | 20.33 | 12.79 | 21.18 | 18.08 | 17.66 | 14.50 | 18.52 | 35.15 | 25.10 | 28.25 | 40.20 |
| Draw Down(%) | NA | 25.81 | 37.18 | 42.31 | 42.31 | NA | NA | … | … | 5.65 | 32.70 | 28.19 | 40.82 | 10.47 | 29.55 | 5.23 | 21.75 | 21.25 | 17.58 | 5.59 | 16.69 | 33.38 | 20.62 | 20.00 | 51.37 |
| Yield(%) | 0.00 | 4.05 | 17.56 | 12.30 | 10.88 | 11.23 | 8.16 | … | … | 0.00 | 17.27 | 21.08 | 4.13 | 2.04 | 14.57 | 11.97 | 0.00 | 6.64 | 16.80 | 15.75 | 7.51 | 5.69 | 0.00 | 0.00 | 0.00 |
Data as of 03/02/2023, 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 |
|---|---|---|---|---|
| MSGIX (BMO SMALL-CAP GROWTH FUND CLASS I) |
-2.63%
Oct 2013 – Oct 2016 |
-1.75%
Mar 2015 – Mar 2020 |
6.39%
Mar 2010 – Mar 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSGIX (BMO SMALL-CAP GROWTH FUND CLASS I) |
35.19%
Feb 2009 – Feb 2012 |
30.18%
Feb 2009 – Feb 2014 |
16.11%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart