Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 06/07/2017.
Name | Inception | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR |
---|---|---|---|---|---|---|---|---|
MUYSX (BMO ULTRA SHORT TAX-FREE FUND CLASS Y) | 0.11% | NA | -5.15% | -1.53% | -0.61% | NA | NA | NA |
More Performance Analytics Comparison
Name | Start Date | End Date |
---|---|---|
MUYSX (BMO ULTRA SHORT TAX-FREE FUND CLASS Y) | 10/02/2009 | 06/07/2017 |
The return data shown below all have the same latest date: 06/07/2017.
AR inception is since 10/02/2009.
AR inception is since 10/02/2009.
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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return (%) | -5.86 | -5.15 | -1.53 | -0.61 | NA | NA | NA | 0.11 | 0.55 | 0.37 | 0.12 | 0.92 | 0.49 | 1.20 | 1.61 | 1.32 | 0.30 |
Sharpe Ratio | NA | 1.01 | 0.79 | 1.18 | NA | NA | NA | 1.78 | 2.54 | 0.42 | 0.21 | 2.23 | 0.91 | 2.67 | 3.27 | 2.27 | 2.24 |
Standard Deviation(%) | NA | 0.41 | 0.40 | 0.41 | NA | NA | NA | 0.45 | 0.32 | 0.39 | 0.43 | 0.40 | 0.50 | 0.43 | 0.49 | 0.54 | 0.53 |
Draw Down(%) | NA | 0.20 | 0.20 | 0.44 | NA | NA | NA | 0.44 | 0.00 | 0.20 | 0.18 | 0.10 | 0.44 | 0.16 | 0.10 | 0.20 | 0.10 |
Yield(%) | 0.00 | 0.65 | 0.50 | 0.59 | 0.61 | 0.41 | 0.30 | 0.87 | 0.25 | 0.57 | 0.42 | 0.52 | 0.68 | 0.99 | 1.40 | 1.22 | 0.00 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
MUYSX (BMO ULTRA SHORT TAX-FREE FUND CLASS Y) |
0.43%
May 2013 - May 2016 |
0.59%
Apr 2012 - Apr 2017 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
MUYSX (BMO ULTRA SHORT TAX-FREE FUND CLASS Y) |
1.41%
Nov 2009 - Nov 2012 |
1.11%
Dec 2009 - Dec 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart