Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BCCAX (BMO SMALL-CAP CORE FUND CLASS A) | NA | -10.91% | -4.20% | 3.96% | NA | NA | NA | … | … |
Data as of 12/10/2020, Common starting date is 05/28/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BCCAX (BMO SMALL-CAP CORE FUND CLASS A) | 05/28/2014 | 12/10/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -10.91 | -4.20 | 3.96 | NA | NA | NA | … | … | -12.62 | 20.10 | -16.76 | 13.33 | 23.80 | -0.48 | 7.07 |
| Sharpe Ratio | NA | -0.27 | -0.19 | 0.14 | NA | NA | NA | … | … | -0.32 | 1.12 | -1.00 | 1.02 | 1.31 | -0.03 | 0.81 |
| Standard Deviation(%) | NA | 40.80 | 27.56 | 23.54 | NA | NA | NA | … | … | 41.94 | 16.69 | 18.10 | 12.48 | 18.00 | 16.49 | 14.82 |
| Draw Down(%) | NA | 44.29 | 47.96 | 47.96 | NA | NA | NA | … | … | 44.29 | 11.26 | 28.62 | 6.05 | 12.43 | 14.59 | 13.46 |
| Yield(%) | 0.00 | 0.00 | 2.87 | 4.13 | 2.28 | 1.52 | 1.14 | … | … | 0.00 | 0.29 | 8.28 | 6.34 | 1.98 | 0.74 | 0.00 |
Data as of 12/10/2020, Common starting date is 05/28/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BCCAX (BMO SMALL-CAP CORE FUND CLASS A) |
-9.55%
Mar 2017 – Mar 2020 |
-2.71%
Mar 2015 – Mar 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BCCAX (BMO SMALL-CAP CORE FUND CLASS A) |
16.64%
Sep 2015 – Sep 2018 |
7.56%
Jul 2014 – Jul 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart