Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MDIYX (BMO Dividend Income Y) | NA | 12.52% | 15.76% | NA | NA | NA | NA | … | … |
Data as of 04/24/2015, Common starting date is 12/30/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MDIYX (BMO Dividend Income Y) | 12/30/2011 | 04/24/2015 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.73 | 12.52 | 15.76 | NA | NA | NA | NA | … | … | 1.23 | 13.50 | 28.50 | 11.55 | 0.00 |
| Sharpe Ratio | NA | 1.11 | 1.41 | NA | NA | NA | NA | … | … | 0.31 | 1.26 | 2.67 | 1.06 | NA |
| Standard Deviation(%) | NA | 11.30 | 11.15 | NA | NA | NA | NA | … | … | 12.77 | 10.72 | 10.66 | 10.96 | 0.00 |
| Draw Down(%) | NA | 7.70 | 7.91 | NA | NA | NA | NA | … | … | 4.43 | 7.70 | 5.36 | 7.91 | 0.00 |
| Yield(%) | 0.00 | 9.31 | 7.22 | 4.70 | 2.35 | 1.57 | 1.17 | … | … | 0.57 | 9.47 | 6.78 | 2.83 | 0.00 |
Data as of 04/24/2015, Common starting date is 12/30/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MDIYX (BMO Dividend Income Y) |
14.52%
Mar 2012 – Mar 2015 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MDIYX (BMO Dividend Income Y) |
16.34%
Feb 2012 – Feb 2015 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart