Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MRSYX (BMO Small-Cap Value Y) | NA | 4.47% | 18.60% | NA | NA | NA | NA | … | … |
Data as of 04/24/2015, Common starting date is 03/01/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MRSYX (BMO Small-Cap Value Y) | 03/01/2011 | 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 (%) | 0.51 | 4.47 | 18.60 | NA | NA | NA | NA | … | … | 2.07 | 5.28 | 34.13 | 25.55 | -8.10 |
| Sharpe Ratio | NA | 0.33 | 1.33 | NA | NA | NA | NA | … | … | 0.50 | 0.38 | 2.58 | 1.68 | -0.29 |
| Standard Deviation(%) | NA | 13.50 | 13.96 | NA | NA | NA | NA | … | … | 13.66 | 13.81 | 13.20 | 15.36 | 32.54 |
| Draw Down(%) | NA | 13.29 | 13.29 | NA | NA | NA | NA | … | … | 5.56 | 13.29 | 6.74 | 13.71 | 26.00 |
| Yield(%) | 0.00 | 5.78 | 8.32 | 4.98 | 2.49 | 1.66 | 1.25 | … | … | 0.00 | 6.00 | 11.99 | 3.17 | 0.00 |
Data as of 04/24/2015, Common starting date is 03/01/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MRSYX (BMO Small-Cap Value Y) |
14.50%
Apr 2011 – Apr 2014 |
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 |
|---|---|---|---|---|
| MRSYX (BMO Small-Cap Value Y) |
23.19%
Sep 2011 – Sep 2014 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart