Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BDVYX (BMO CONSERVATIVE ALLOCATION FUND CLASS Y) | NA | -60.02% | -22.08% | -13.07% | 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 |
|---|---|---|
| BDVYX (BMO CONSERVATIVE ALLOCATION FUND CLASS Y) | 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 | -60.02 | -22.08 | -13.07 | NA | NA | NA | … | … | -33.85 | -39.09 | 8.75 | 11.33 | -3.61 | 7.13 | 5.52 | -2.12 | 1.18 |
| Sharpe Ratio | NA | -1.00 | -0.64 | -0.50 | NA | NA | NA | … | … | -1.13 | -0.74 | 0.96 | 3.21 | -1.27 | 3.07 | 1.41 | -0.55 | 0.36 |
| Standard Deviation(%) | NA | 60.02 | 35.15 | 27.33 | NA | NA | NA | … | … | 86.36 | 52.94 | 8.80 | 3.09 | 3.88 | 2.13 | 3.78 | 3.88 | 5.53 |
| Draw Down(%) | NA | 60.12 | 60.12 | 60.12 | NA | NA | NA | … | … | 33.85 | 42.61 | 13.29 | 1.07 | 6.27 | 1.13 | 3.14 | 5.34 | 2.47 |
| Yield(%) | 0.00 | 12.25 | 8.24 | 9.53 | 5.51 | 3.67 | 2.75 | … | … | 0.16 | 12.22 | 5.59 | 6.21 | 14.65 | 16.02 | 2.61 | 4.27 | 2.44 |
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 |
|---|---|---|---|---|
| BDVYX (BMO CONSERVATIVE ALLOCATION FUND CLASS Y) |
-22.08%
Jan 2019 – Jan 2022 |
-12.96%
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 |
|---|---|---|---|---|
| BDVYX (BMO CONSERVATIVE ALLOCATION FUND CLASS Y) |
5.37%
Feb 2018 – Feb 2021 |
5.84%
Jan 2016 – Jan 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart