Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BDVSX (BMO CONSERVATIVE ALLOCATION FUND CLASS R6) | NA | -54.79% | -18.57% | -10.60% | 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 |
|---|---|---|
| BDVSX (BMO CONSERVATIVE ALLOCATION FUND CLASS R6) | 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 | -54.79 | -18.57 | -10.60 | NA | NA | NA | … | … | -33.31 | -39.70 | 9.23 | 11.72 | -3.15 | 7.49 | 6.03 | -1.78 | 1.40 |
| Sharpe Ratio | NA | -0.99 | -0.63 | -0.49 | NA | NA | NA | … | … | -1.15 | -0.73 | 1.03 | 3.35 | -1.12 | 3.40 | 1.53 | -0.46 | 0.41 |
| Standard Deviation(%) | NA | 60.98 | 35.69 | 27.75 | NA | NA | NA | … | … | 85.01 | 54.27 | 8.72 | 3.08 | 3.99 | 2.03 | 3.80 | 3.96 | 5.78 |
| Draw Down(%) | NA | 60.19 | 60.19 | 60.19 | NA | NA | NA | … | … | 33.31 | 43.43 | 13.20 | 0.93 | 5.96 | 1.03 | 3.03 | 5.13 | 2.67 |
| Yield(%) | 0.00 | 12.10 | 8.22 | 9.63 | 5.66 | 3.78 | 2.83 | … | … | 0.15 | 12.08 | 5.55 | 6.21 | 14.69 | 16.49 | 3.11 | 4.71 | 2.67 |
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 |
|---|---|---|---|---|
| BDVSX (BMO CONSERVATIVE ALLOCATION FUND CLASS R6) |
-18.57%
Jan 2019 – Jan 2022 |
-10.49%
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 |
|---|---|---|---|---|
| BDVSX (BMO CONSERVATIVE ALLOCATION FUND CLASS R6) |
5.78%
Feb 2018 – Feb 2021 |
6.26%
Jan 2016 – Jan 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart