Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MTFIX (BMO SHORT TAX-FREE FUND CLASS I) | NA | -0.45% | 1.68% | 1.70% | NA | NA | NA | … | … |
Data as of 02/14/2022, Common starting date is 11/30/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MTFIX (BMO SHORT TAX-FREE FUND CLASS I) | 11/30/2012 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -0.45 | 1.68 | 1.70 | NA | NA | NA | … | … | 0.00 | 0.05 | 2.15 | 2.31 | 0.75 | 2.26 | 0.04 | 1.19 | 2.14 | -0.20 | 0.20 |
| Sharpe Ratio | NA | -0.53 | 0.68 | 0.69 | NA | NA | NA | … | … | 0.00 | 0.05 | 0.69 | 1.18 | -0.89 | 1.95 | -0.18 | 1.51 | 2.83 | -0.20 | 1.64 |
| Standard Deviation(%) | NA | 0.91 | 1.75 | 1.44 | NA | NA | NA | … | … | NA | 0.62 | 2.77 | 0.77 | 0.65 | 0.84 | 0.89 | 0.77 | 0.75 | 1.14 | 1.53 |
| Draw Down(%) | NA | 0.95 | 4.74 | 4.74 | NA | NA | NA | … | … | 0.00 | 0.77 | 4.74 | 0.68 | 0.49 | 0.59 | 1.53 | 0.47 | 0.39 | 2.26 | 0.30 |
| Yield(%) | 0.00 | 1.18 | 1.58 | 1.58 | 1.12 | 0.75 | 0.56 | … | … | 0.00 | 1.31 | 1.67 | 1.88 | 1.66 | 1.46 | 1.13 | 1.57 | 0.35 | 0.00 | 0.00 |
Data as of 02/14/2022, Common starting date is 11/30/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MTFIX (BMO SHORT TAX-FREE FUND CLASS I) |
0.96%
Apr 2013 – Apr 2016 |
0.89%
Apr 2013 – Apr 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MTFIX (BMO SHORT TAX-FREE FUND CLASS I) |
2.55%
Apr 2018 – Apr 2021 |
2.01%
Nov 2016 – Nov 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart