Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
BGAQX (BMO GLOBAL LONG/SHORT EQUITY FUND CLASS A) NA -3.65% -1.83% NA NA NA NA
Data as of 03/30/2020, Common starting date is 09/23/2015
More Performance Analytics Comparison
Name Start Date End Date
BGAQX (BMO GLOBAL LONG/SHORT EQUITY FUND CLASS A) 09/23/2015 03/30/2020
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2020 2019 2018 2017 2016 2015
Annualized Return (%) 0.00 -3.65 -1.83 NA NA NA NA 0.00 -1.25 -10.95 14.02 11.11 2.00
Sharpe Ratio NA -0.66 -0.37 NA NA NA NA 0.00 -0.32 -1.22 2.28 1.37 1.05
Standard Deviation(%) NA 6.78 8.03 NA NA NA NA NA 8.20 10.03 5.90 7.95 7.07
Draw Down(%) NA 6.29 16.36 NA NA NA NA 0.00 9.00 15.88 2.57 4.29 2.60
Yield(%) 0.00 6.52 3.64 2.86 1.43 0.95 0.71 0.00 6.72 1.17 3.81 1.30 0.00
Data as of 03/30/2020, Common starting date is 09/23/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BGAQX (BMO GLOBAL LONG/SHORT EQUITY FUND CLASS A) -1.70%
Feb 2017 – Feb 2020
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BGAQX (BMO GLOBAL LONG/SHORT EQUITY FUND CLASS A) 6.34%
Jan 2016 – Jan 2019
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return