Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MTFYX (BMO SHORT TAX-FREE FUND CLASS Y) | NA | 0.17% | 0.97% | NA | NA | NA | NA | … | … |
Data as of 06/07/2017, Common starting date is 11/29/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MTFYX (BMO SHORT TAX-FREE FUND CLASS Y) | 11/29/2012 | 06/07/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.54 | 0.17 | 0.97 | NA | NA | NA | NA | … | … | 1.06 | -0.19 | 1.15 | 2.01 | -0.20 | 0.70 |
| Sharpe Ratio | NA | -0.17 | 0.98 | NA | NA | NA | NA | … | … | 1.78 | -0.47 | 1.38 | 2.97 | -0.20 | 3.86 |
| Standard Deviation(%) | NA | 1.02 | 0.85 | NA | NA | NA | NA | … | … | 1.13 | 0.85 | 0.82 | 0.67 | 1.15 | 2.25 |
| Draw Down(%) | NA | 1.57 | 1.57 | NA | NA | NA | NA | … | … | 0.54 | 1.57 | 0.48 | 0.30 | 2.26 | 0.30 |
| Yield(%) | 0.00 | 1.00 | 1.06 | 0.64 | 0.32 | 0.21 | 0.16 | … | … | 0.42 | 0.99 | 1.44 | 0.32 | 0.00 | 0.00 |
Data as of 06/07/2017, Common starting date is 11/29/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MTFYX (BMO SHORT TAX-FREE FUND CLASS Y) |
0.86%
Apr 2013 – Apr 2016 |
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 |
|---|---|---|---|---|
| MTFYX (BMO SHORT TAX-FREE FUND CLASS Y) |
1.78%
Aug 2013 – Aug 2016 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart