Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MSIFX (BMO SHORT-TERM INCOME FUND CLASS I) | NA | -0.13% | 2.31% | 2.11% | 1.84% | NA | NA | … | … |
Data as of 02/14/2022, Common starting date is 06/05/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MSIFX (BMO SHORT-TERM INCOME FUND CLASS I) | 06/05/2007 | 02/14/2022 |
| 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 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -0.13 | 2.31 | 2.11 | 1.84 | NA | NA | … | … | 0.00 | -0.34 | 3.14 | 4.47 | 1.57 | 1.78 | 1.96 | 0.82 | 1.04 | 0.83 | 4.22 | 2.19 | 5.47 | 11.83 | -2.88 | 3.13 |
| Sharpe Ratio | NA | -0.25 | 1.20 | 1.01 | 1.15 | NA | NA | … | … | 0.00 | -0.35 | 1.47 | 2.13 | 0.20 | 1.07 | 1.69 | 0.62 | 0.99 | 0.70 | 4.08 | 1.26 | 2.97 | 3.91 | -0.98 | 1.28 |
| Standard Deviation(%) | NA | 1.04 | 1.52 | 1.39 | 1.26 | NA | NA | … | … | NA | 1.11 | 1.97 | 1.44 | 1.21 | 1.08 | 1.03 | 1.28 | 1.04 | 1.13 | 1.03 | 1.72 | 1.81 | 3.00 | 3.87 | 2.16 |
| Draw Down(%) | NA | 0.75 | 3.87 | 3.87 | 3.87 | NA | NA | … | … | 0.00 | 0.78 | 3.87 | 0.63 | 0.37 | 0.32 | 0.70 | 0.64 | 0.49 | 1.22 | 0.32 | 1.12 | 0.83 | 1.48 | 7.89 | 0.55 |
| Yield(%) | 0.00 | 1.31 | 1.95 | 2.01 | 1.81 | 2.32 | 1.74 | … | … | 0.00 | 1.42 | 1.99 | 2.59 | 2.30 | 1.88 | 1.52 | 1.36 | 1.47 | 1.77 | 2.04 | 2.50 | 2.78 | 3.92 | 4.58 | 2.00 |
Data as of 02/14/2022, Common starting date is 06/05/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSIFX (BMO SHORT-TERM INCOME FUND CLASS I) |
0.90%
Dec 2012 – Dec 2015 |
1.10%
Apr 2013 – Apr 2018 |
1.86%
Jan 2012 – Jan 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSIFX (BMO SHORT-TERM INCOME FUND CLASS I) |
7.24%
Nov 2008 – Nov 2011 |
5.45%
Nov 2008 – Nov 2013 |
3.35%
Nov 2008 – Nov 2018 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart