Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MIBIX (BMO TCH INTERMEDIATE INCOME FUND CLASS I) | NA | -21.09% | -5.95% | -2.69% | 1.74% | NA | NA | … | … |
Data as of 07/18/2017, Common starting date is 06/05/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MIBIX (BMO TCH INTERMEDIATE INCOME FUND CLASS I) | 06/05/2007 | 07/18/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -24.01 | -21.09 | -5.95 | -2.69 | 1.74 | NA | NA | … | … | -21.27 | 6.75 | -1.26 | 3.71 | 0.11 | 5.54 | 5.51 | 8.05 | 27.18 | -12.55 | 2.87 |
| Sharpe Ratio | NA | -0.55 | -0.22 | -0.09 | 0.04 | NA | NA | … | … | -0.97 | 2.58 | -0.46 | 1.84 | 0.03 | 2.52 | 1.73 | 2.29 | 3.71 | -1.69 | 0.76 |
| Standard Deviation(%) | NA | 38.82 | 28.42 | 30.22 | 35.57 | NA | NA | … | … | 37.56 | 2.53 | 2.81 | 2.01 | 2.50 | 2.19 | 3.17 | 3.48 | 7.31 | 7.95 | 3.02 |
| Draw Down(%) | NA | 24.36 | 24.36 | 24.36 | 24.36 | NA | NA | … | … | 24.36 | 1.74 | 3.44 | 1.15 | 3.40 | 1.16 | 1.46 | 3.22 | 10.22 | 19.46 | 0.98 |
| Yield(%) | 0.00 | 2.01 | 2.25 | 2.07 | 2.87 | 1.91 | 1.43 | … | … | 0.95 | 2.55 | 2.30 | 2.25 | 1.53 | 1.85 | 2.10 | 1.96 | 5.10 | 5.03 | 2.08 |
Data as of 07/18/2017, 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 |
|---|---|---|---|---|
| MIBIX (BMO TCH INTERMEDIATE INCOME FUND CLASS I) |
0.53%
Feb 2013 – Feb 2016 |
2.43%
Feb 2011 – Feb 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MIBIX (BMO TCH INTERMEDIATE INCOME FUND CLASS I) |
16.18%
Feb 2009 – Feb 2012 |
10.50%
Feb 2009 – Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart