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
MEMYX (BMO Lloyd George Emerg Mkts Eq Y) NA 5.75% 2.87% 1.21% NA NA NA
Data as of 04/24/2015, Common starting date is 12/24/2008
More Performance Analytics Comparison
Name Start Date End Date
MEMYX (BMO Lloyd George Emerg Mkts Eq Y) 12/24/2008 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 2010 2009 2008
Annualized Return (%) -0.64 5.75 2.87 1.21 NA NA NA 3.51 6.08 -6.63 18.88 -23.85 19.19 67.92 2.32
Sharpe Ratio NA 0.59 0.25 0.07 NA NA NA 1.12 0.62 -0.57 1.53 -0.85 0.87 2.19 20.73
Standard Deviation(%) NA 9.71 11.17 17.73 NA NA NA 10.49 9.79 11.76 12.40 28.06 22.00 30.99 15.68
Draw Down(%) NA 10.58 17.38 30.39 NA NA NA 3.70 10.58 15.42 12.73 30.39 17.59 23.91 0.70
Yield(%) 0.00 1.26 3.14 4.64 4.67 3.12 2.34 0.00 1.32 1.34 7.63 7.21 7.83 6.43 0.00
Data as of 04/24/2015, 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
MEMYX (BMO Lloyd George Emerg Mkts Eq Y) -5.74%
Jan 2011 – Jan 2014
1.34%
Dec 2009 – Dec 2014
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MEMYX (BMO Lloyd George Emerg Mkts Eq Y) 25.19%
Feb 2009 – Feb 2012
13.47%
Feb 2009 – Feb 2014
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return