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
BSCNX (BMO SMALL-CAP CORE FUND CLASS I) NA -10.70% -3.95% 4.21% NA NA NA
Data as of 12/10/2020, Common starting date is 12/31/2013
More Performance Analytics Comparison
Name Start Date End Date
BSCNX (BMO SMALL-CAP CORE FUND CLASS I) 12/31/2013 12/10/2020
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2020 2019 2018 2017 2016 2015 2014 2013
Annualized Return (%) 0.00 -10.70 -3.95 4.21 NA NA NA -12.46 20.48 -16.58 13.57 24.16 -0.25 7.80 0.00
Sharpe Ratio NA -0.27 -0.18 0.15 NA NA NA -0.32 1.15 -0.99 1.04 1.33 -0.02 0.49 NA
Standard Deviation(%) NA 40.70 27.49 23.48 NA NA NA 41.84 16.60 18.08 12.50 17.93 16.41 15.98 0.00
Draw Down(%) NA 44.32 47.77 47.77 NA NA NA 44.32 11.23 28.60 6.02 12.48 14.54 13.35 0.00
Yield(%) 0.00 0.00 2.86 4.19 2.35 1.56 1.17 0.00 0.28 8.22 6.38 2.24 0.88 0.00 0.00
Data as of 12/10/2020, Common starting date is 12/31/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BSCNX (BMO SMALL-CAP CORE FUND CLASS I) -9.33%
Mar 2017 – Mar 2020
-2.47%
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
BSCNX (BMO SMALL-CAP CORE FUND CLASS I) 16.97%
Sep 2015 – Sep 2018
8.17%
Apr 2014 – Apr 2019
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return