Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MCIYX (BMO TCH CORPORATE INCOME FUND CLASS Y) | NA | -1.22% | 6.26% | 4.71% | 4.86% | NA | NA | … | … |
Data as of 02/09/2022, Common starting date is 12/24/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MCIYX (BMO TCH CORPORATE INCOME FUND CLASS Y) | 12/24/2008 | 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 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -1.22 | 6.26 | 4.71 | 4.86 | NA | NA | … | … | -2.53 | -0.44 | 10.44 | 14.14 | -2.79 | 6.34 | 12.40 | -4.39 | 6.95 | 0.12 | 12.13 | 7.42 | 9.52 | 18.26 | 0.00 |
| Sharpe Ratio | NA | -0.25 | 0.92 | 0.77 | 1.02 | NA | NA | … | … | -5.97 | -0.10 | 1.15 | 3.37 | -1.38 | 2.25 | 3.35 | -1.17 | 2.85 | 0.02 | 3.63 | 1.42 | 1.87 | 2.79 | 0.00 |
| Standard Deviation(%) | NA | 4.90 | 6.25 | 5.16 | 4.38 | NA | NA | … | … | 3.58 | 4.88 | 8.81 | 3.78 | 2.99 | 2.54 | 3.63 | 3.78 | 2.43 | 3.83 | 3.35 | 5.21 | 5.06 | 6.50 | NA |
| Draw Down(%) | NA | 4.52 | 16.16 | 16.16 | 16.16 | NA | NA | … | … | 2.69 | 5.57 | 16.16 | 2.41 | 3.69 | 1.39 | 2.96 | 7.06 | 1.93 | 6.39 | 1.57 | 3.88 | 3.41 | 2.55 | 0.00 |
| Yield(%) | 0.00 | 6.48 | 4.88 | 4.19 | 4.37 | 4.67 | 3.50 | … | … | 1.77 | 4.94 | 3.54 | 3.61 | 3.54 | 2.91 | 4.30 | 3.37 | 3.67 | 5.01 | 6.19 | 5.20 | 6.21 | 1.18 | 0.00 |
Data as of 02/09/2022, Common starting date is 12/24/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MCIYX (BMO TCH CORPORATE INCOME FUND CLASS Y) |
0.59%
Jan 2013 – Jan 2016 |
3.22%
Apr 2013 – Apr 2018 |
4.84%
Jan 2012 – Jan 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MCIYX (BMO TCH CORPORATE INCOME FUND CLASS Y) |
12.99%
Feb 2009 – Feb 2012 |
9.95%
Feb 2009 – Feb 2014 |
6.82%
Mar 2009 – Mar 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart