Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MHBYX (BMO Monegy High Yield Bond Y) | NA | 1.17% | 5.82% | 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 |
|---|---|---|
| MHBYX (BMO Monegy High Yield Bond 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 (%) | 0.10 | 1.17 | 5.82 | NA | NA | NA | NA | … | … | 2.97 | 0.72 | 5.84 | 10.51 | 0.00 |
| Sharpe Ratio | NA | 0.35 | 1.93 | NA | NA | NA | NA | … | … | 4.06 | 0.22 | 1.90 | 3.79 | NA |
| Standard Deviation(%) | NA | 3.28 | 3.01 | NA | NA | NA | NA | … | … | 2.44 | 3.20 | 3.05 | 2.78 | 0.00 |
| Draw Down(%) | NA | 5.98 | 5.98 | NA | NA | NA | NA | … | … | 1.22 | 5.98 | 4.94 | 2.52 | 0.00 |
| Yield(%) | 0.00 | 7.32 | 6.69 | 4.27 | 2.13 | 1.42 | 1.07 | … | … | 1.30 | 7.52 | 6.71 | 5.15 | 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 |
|---|---|---|---|---|
| MHBYX (BMO Monegy High Yield Bond Y) |
5.39%
Feb 2012 – Feb 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 |
|---|---|---|---|---|
| MHBYX (BMO Monegy High Yield Bond Y) |
5.50%
Mar 2012 – Mar 2015 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart