Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BDSRX (BMO AGGRESSIVE ALLOCATION FUND CLASS R3) | NA | -81.34% | -36.44% | -21.62% | NA | NA | NA | … | … |
Data as of 02/09/2022, Common starting date is 06/02/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BDSRX (BMO AGGRESSIVE ALLOCATION FUND CLASS R3) | 06/02/2014 | 02/09/2022 |
| 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 | -81.34 | -36.44 | -21.62 | NA | NA | NA | … | … | -68.15 | -38.27 | 13.55 | 24.50 | -8.98 | 21.41 | 7.01 | -3.38 | 4.13 |
| Sharpe Ratio | NA | -0.70 | -0.52 | -0.41 | NA | NA | NA | … | … | -0.34 | -0.58 | 0.42 | 2.05 | -0.69 | 3.23 | 0.49 | -0.23 | 0.67 |
| Standard Deviation(%) | NA | 116.87 | 70.34 | 55.05 | NA | NA | NA | … | … | 293.28 | 66.38 | 31.69 | 11.24 | 14.86 | 6.46 | 13.75 | 14.78 | 10.68 |
| Draw Down(%) | NA | 81.50 | 81.50 | 81.50 | NA | NA | NA | … | … | 68.26 | 49.86 | 33.94 | 6.56 | 19.32 | 2.20 | 12.27 | 13.57 | 8.09 |
| Yield(%) | 0.00 | 14.89 | 13.21 | 12.17 | 7.46 | 4.97 | 3.73 | … | … | 0.34 | 15.47 | 12.43 | 10.72 | 11.36 | 14.44 | 10.21 | 7.33 | 2.07 |
Data as of 02/09/2022, Common starting date is 06/02/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BDSRX (BMO AGGRESSIVE ALLOCATION FUND CLASS R3) |
-36.39%
Jan 2019 – Jan 2022 |
-21.38%
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 |
|---|---|---|---|---|
| BDSRX (BMO AGGRESSIVE ALLOCATION FUND CLASS R3) |
13.13%
Sep 2015 – Sep 2018 |
13.07%
Feb 2016 – Feb 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart