Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BATCX (BMO TCH CORE PLUS BOND FUND CLASS A) | NA | -5.53% | 2.80% | 2.49% | NA | NA | NA | … | … |
Data as of 02/14/2022, Common starting date is 05/28/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BATCX (BMO TCH CORE PLUS BOND FUND CLASS A) | 05/28/2014 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -5.53 | 2.80 | 2.49 | NA | NA | NA | … | … | 0.00 | -6.65 | 8.02 | 9.68 | -1.65 | 4.53 | 7.14 | -2.66 | 0.76 |
| Sharpe Ratio | NA | -0.90 | 0.44 | 0.41 | NA | NA | NA | … | … | 0.00 | -1.00 | 1.47 | 2.59 | -1.11 | 1.61 | 2.48 | -0.79 | 0.53 |
| Standard Deviation(%) | NA | 6.61 | 5.23 | 4.37 | NA | NA | NA | … | … | NA | 6.68 | 5.29 | 3.19 | 2.68 | 2.43 | 2.80 | 3.42 | 2.38 |
| Draw Down(%) | NA | 7.13 | 8.35 | 8.35 | NA | NA | NA | … | … | 0.00 | 7.13 | 8.35 | 1.91 | 2.89 | 1.21 | 3.28 | 5.03 | 1.51 |
| Yield(%) | 0.00 | 6.04 | 4.20 | 3.59 | 2.55 | 1.70 | 1.27 | … | … | 0.00 | 6.13 | 2.72 | 3.32 | 2.87 | 2.58 | 3.32 | 2.86 | 1.85 |
Data as of 02/14/2022, Common starting date is 05/28/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BATCX (BMO TCH CORE PLUS BOND FUND CLASS A) |
1.69%
Apr 2015 – Apr 2018 |
2.51%
Jan 2017 – Jan 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BATCX (BMO TCH CORE PLUS BOND FUND CLASS A) |
5.88%
Oct 2018 – Oct 2021 |
5.47%
Dec 2015 – Dec 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart