Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BGMAX (BMO MID-CAP GROWTH FUND CLASS A) | NA | -48.07% | -7.27% | 1.08% | NA | NA | NA | … | … |
Data as of 02/09/2022, Common starting date is 05/27/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BGMAX (BMO MID-CAP GROWTH FUND CLASS A) | 05/27/2014 | 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 | -48.07 | -7.27 | 1.08 | NA | NA | NA | … | … | -55.08 | 24.78 | 27.86 | 28.01 | -3.98 | 26.97 | 4.59 | -8.86 | 4.26 |
| Sharpe Ratio | NA | -0.92 | -0.20 | 0.01 | NA | NA | NA | … | … | -0.68 | 1.37 | 0.75 | 1.73 | -0.29 | 2.83 | 0.25 | -0.54 | 0.52 |
| Standard Deviation(%) | NA | 52.08 | 37.93 | 30.96 | NA | NA | NA | … | … | 146.63 | 18.10 | 36.53 | 15.31 | 18.80 | 9.33 | 17.29 | 16.37 | 13.66 |
| Draw Down(%) | NA | 55.58 | 55.58 | 55.58 | NA | NA | NA | … | … | 55.08 | 9.91 | 37.13 | 8.90 | 23.32 | 3.90 | 18.00 | 16.87 | 11.32 |
| Yield(%) | 0.00 | 34.52 | 30.56 | 24.28 | 11.51 | 7.67 | 5.75 | … | … | 0.00 | 37.77 | 53.56 | 15.15 | 18.95 | 7.57 | 22.75 | 14.06 | 14.12 |
Data as of 02/09/2022, Common starting date is 05/27/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BGMAX (BMO MID-CAP GROWTH FUND CLASS A) |
-6.25%
Jan 2019 – Jan 2022 |
1.51%
Mar 2015 – Mar 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BGMAX (BMO MID-CAP GROWTH FUND CLASS A) |
26.88%
Dec 2018 – Dec 2021 |
20.93%
Oct 2016 – Oct 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart