Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MUISX (BMO ULTRA SHORT TAX-FREE FUND CLASS I) | NA | -0.90% | -0.16% | 0.62% | 0.71% | NA | NA | … | … |
Data as of 03/02/2023, Common starting date is 10/02/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MUISX (BMO ULTRA SHORT TAX-FREE FUND CLASS I) | 10/02/2009 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.10 | -0.90 | -0.16 | 0.62 | 0.71 | NA | NA | … | … | -0.30 | -1.36 | 0.18 | 1.19 | 1.82 | 1.45 | 1.17 | 0.70 | 0.38 | 1.17 | 0.65 | 1.54 | 1.77 | 1.65 | 0.20 |
| Sharpe Ratio | NA | -4.31 | -1.10 | -0.55 | 0.12 | NA | NA | … | … | -8.06 | -3.67 | 0.40 | 0.73 | 0.76 | 0.26 | 1.15 | 1.15 | 0.98 | 3.45 | 1.13 | 2.81 | 2.95 | 2.52 | 2.77 |
| Standard Deviation(%) | NA | 0.78 | 0.93 | 0.80 | 0.64 | NA | NA | … | … | 1.09 | 0.75 | 0.39 | 1.31 | 0.55 | 0.48 | 0.47 | 0.43 | 0.36 | 0.33 | 0.55 | 0.53 | 0.59 | 0.62 | 0.28 |
| Draw Down(%) | NA | 1.10 | 1.98 | 1.98 | 1.98 | NA | NA | … | … | 0.90 | 1.86 | 0.20 | 1.98 | 0.20 | 0.10 | 0.20 | 0.20 | 0.10 | 0.10 | 0.42 | 0.10 | 0.10 | 0.20 | 0.00 |
| Yield(%) | 0.00 | 0.00 | 0.46 | 0.89 | 0.87 | 0.89 | 0.66 | … | … | 0.00 | 0.00 | 0.55 | 1.04 | 1.61 | 1.44 | 1.07 | 0.80 | 0.67 | 0.77 | 0.94 | 1.23 | 1.65 | 1.44 | 0.00 |
Data as of 03/02/2023, Common starting date is 10/02/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MUISX (BMO ULTRA SHORT TAX-FREE FUND CLASS I) |
-0.13%
Feb 2020 – Feb 2023 |
0.62%
Oct 2017 – Oct 2022 |
0.72%
Oct 2012 – Oct 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MUISX (BMO ULTRA SHORT TAX-FREE FUND CLASS I) |
1.65%
Dec 2009 – Dec 2012 |
1.35%
Dec 2009 – Dec 2014 |
1.23%
Dec 2009 – Dec 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart