Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MSINX (BMO SHORT-TERM INCOME FUND CLASS Y) | NA | 0.68% | 0.89% | 1.16% | 2.66% | 2.92% | 3.59% | 3.92% |
Data as of 06/07/2017, AR inception is 11/24/1992
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MSINX (BMO SHORT-TERM INCOME FUND CLASS Y) | 11/24/1992 | 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 | 1995 | 1994 | 1993 | 1992 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.53 | 0.68 | 0.89 | 1.16 | 2.66 | 2.92 | 3.59 | 3.92 | 0.19 | 1.81 | 0.57 | 0.79 | 0.47 | 3.97 | 1.94 | 5.25 | 11.57 | -3.12 | 5.64 | 4.94 | 2.21 | 1.55 | 3.09 | 5.55 | 6.11 | 6.78 | 4.53 | 4.96 | 6.44 | 5.04 | 9.04 | 1.82 | 3.70 | 0.40 |
| Sharpe Ratio | NA | 0.28 | 0.62 | 0.91 | 1.16 | NA | NA | 0.22 | -0.02 | 1.43 | 0.44 | 0.74 | 0.37 | 3.82 | 1.17 | 2.96 | 3.83 | -1.03 | 1.26 | 0.99 | 0.03 | 0.29 | 1.09 | 1.86 | 1.45 | 1.03 | 0.64 | 0.72 | -22.25 | 0.60 | 2.34 | -0.99 | 1.62 | 2.13 |
| Standard Deviation(%) | NA | 1.27 | 1.19 | 1.16 | 2.01 | NA | NA | 2.06 | 1.51 | 1.12 | 1.22 | 1.05 | 1.17 | 1.03 | 1.63 | 1.75 | 3.00 | 3.92 | 2.08 | 1.66 | 1.45 | 2.11 | 2.20 | 2.40 | 2.66 | 2.65 | 2.03 | 2.28 | 2.18 | 2.53 | 2.22 | 1.14 | 1.00 | 0.88 |
| Draw Down(%) | NA | 0.72 | 0.72 | 1.35 | 8.04 | NA | NA | 8.04 | 0.64 | 0.72 | 0.68 | 0.53 | 1.35 | 0.32 | 1.16 | 0.85 | 1.50 | 8.04 | 0.55 | 0.44 | 0.46 | 1.84 | 1.46 | 1.38 | 1.87 | 2.03 | 0.63 | 1.25 | 0.52 | 1.22 | 0.51 | 0.57 | 0.32 | 0.10 |
| Yield(%) | 0.00 | 1.32 | 1.20 | 1.32 | 2.31 | 2.84 | 3.55 | 3.89 | 0.51 | 1.27 | 1.10 | 1.21 | 1.52 | 1.79 | 2.24 | 2.56 | 3.65 | 4.33 | 4.50 | 4.26 | 4.01 | 3.77 | 4.10 | 4.76 | 5.75 | 6.58 | 5.66 | 6.24 | 6.43 | 6.35 | 6.26 | 4.83 | 4.73 | 0.80 |
Data as of 06/07/2017, AR inception is 11/24/1992
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSINX (BMO SHORT-TERM INCOME FUND CLASS Y) |
0.61%
Dec 2012 - Dec 2015 |
1.25%
Mar 2012 - Mar 2017 |
2.69%
May 2007 - May 2017 |
2.96%
Oct 2001 - Oct 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSINX (BMO SHORT-TERM INCOME FUND CLASS Y) |
6.95%
Nov 2008 - Nov 2011 |
6.34%
Aug 1996 - Aug 2001 |
5.41%
May 1993 - May 2003 |
4.92%
Jan 1995 - Jan 2010 |
Annualized Rolling Returns Comparison Chart