Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BSLAX (BMO Small-Cap Growth Fund Class A) | NA | -7.29% | 8.05% | 5.28% | NA | NA | NA | … | … |
Data as of 03/02/2023, Common starting date is 06/05/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BSLAX (BMO Small-Cap Growth Fund Class A) | 06/05/2017 | 03/02/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.76 | -7.29 | 8.05 | 5.28 | NA | NA | NA | … | … | 11.04 | -26.00 | -7.34 | 24.07 | 23.55 | -8.85 | 10.95 |
| Sharpe Ratio | NA | -0.32 | 0.22 | 0.15 | NA | NA | NA | … | … | 3.90 | -0.87 | -0.25 | 0.60 | 1.27 | -0.50 | 1.61 |
| Standard Deviation(%) | NA | 30.83 | 32.15 | 27.68 | NA | NA | NA | … | … | 21.40 | 31.65 | 29.11 | 39.77 | 17.37 | 20.50 | 11.82 |
| Draw Down(%) | NA | 25.83 | 37.28 | 42.58 | NA | NA | NA | … | … | 5.73 | 32.77 | 29.16 | 40.84 | 10.45 | 29.65 | 5.25 |
| Yield(%) | 0.00 | 4.42 | 18.51 | 12.79 | 7.60 | 5.07 | 3.80 | … | … | 0.00 | 18.57 | 22.30 | 4.34 | 2.14 | 15.15 | 11.49 |
Data as of 03/02/2023, Common starting date is 06/05/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BSLAX (BMO Small-Cap Growth Fund Class A) |
1.70%
Dec 2019 – Dec 2022 |
3.16%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BSLAX (BMO Small-Cap Growth Fund Class A) |
20.66%
Dec 2018 – Dec 2021 |
6.65%
Jul 2017 – Jul 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart