Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MABYX (BMO Aggregate Bond Y) | NA | -1.67% | 2.78% | 6.27% | NA | NA | NA | … | … |
Data as of 08/21/2013, Common starting date is 06/05/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MABYX (BMO Aggregate Bond Y) | 06/05/2007 | 08/21/2013 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.48 | -1.67 | 2.78 | 6.27 | NA | NA | NA | … | … | -3.62 | 6.10 | 6.47 | 7.54 | 21.24 | -4.49 | 5.45 |
| Sharpe Ratio | NA | -0.53 | 0.77 | 1.18 | NA | NA | NA | … | … | -1.57 | 2.29 | 1.63 | 1.83 | 3.00 | -0.67 | 1.49 |
| Standard Deviation(%) | NA | 3.23 | 3.61 | 5.24 | NA | NA | NA | … | … | 3.60 | 2.67 | 3.95 | 4.07 | 7.04 | 8.06 | 4.59 |
| Draw Down(%) | NA | 5.03 | 5.03 | 13.57 | NA | NA | NA | … | … | 5.03 | 1.37 | 1.69 | 3.38 | 7.59 | 13.57 | 1.46 |
| Yield(%) | 0.00 | 4.61 | 4.79 | 5.37 | 3.21 | 2.14 | 1.61 | … | … | 1.16 | 4.86 | 4.39 | 5.85 | 4.87 | 7.57 | 2.60 |
Data as of 08/21/2013, Common starting date is 06/05/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MABYX (BMO Aggregate Bond Y) |
3.49%
Jul 2010 – Jul 2013 |
6.31%
Jun 2008 – Jun 2013 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MABYX (BMO Aggregate Bond Y) |
13.69%
Feb 2009 – Feb 2012 |
7.84%
Jul 2007 – Jul 2012 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart