Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BGIQX (BMO GLOBAL LONG/SHORT EQUITY FUND CLASS I) | NA | -3.40% | -1.56% | 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 |
|---|---|---|
| BGIQX (BMO GLOBAL LONG/SHORT EQUITY FUND CLASS I) | 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 | -3.40 | -1.56 | NA | NA | NA | NA | … | … | 0.00 | -1.00 | -10.68 | 14.34 | 11.36 | 2.10 |
| Sharpe Ratio | NA | -0.65 | -0.34 | NA | NA | NA | NA | … | … | 0.00 | -0.30 | -1.19 | 2.32 | 1.40 | 1.11 |
| Standard Deviation(%) | NA | 6.61 | 7.99 | NA | NA | NA | NA | … | … | NA | 8.06 | 10.07 | 5.94 | 7.95 | 7.07 |
| Draw Down(%) | NA | 6.36 | 16.18 | NA | NA | NA | NA | … | … | 0.00 | 9.04 | 15.70 | 2.49 | 4.28 | 2.60 |
| Yield(%) | 0.00 | 6.63 | 3.76 | 3.00 | 1.50 | 1.00 | 0.75 | … | … | 0.00 | 6.83 | 1.17 | 4.05 | 1.55 | 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 |
|---|---|---|---|---|
| BGIQX (BMO GLOBAL LONG/SHORT EQUITY FUND CLASS I) |
-1.42%
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 |
|---|---|---|---|---|
| BGIQX (BMO GLOBAL LONG/SHORT EQUITY FUND CLASS I) |
6.61%
Jan 2016 – Jan 2019 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart