Canada markets closed

BMO U.S. Small Cap Advisor (0P0001D8R3.TO)

Toronto - Toronto Delayed Price. Currency in CAD
Add to watchlist
15.48-0.12 (-0.74%)
At close: 04:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return11.97%
5-Year Average Return11.57%
Number of Years Up4
Number of Years Down1
Best 1 Yr Total Return (May 7, 2024)32.70%
Worst 1 Yr Total Return (May 7, 2024)N/A
Best 3-Yr Total Return32.70%
Worst 3-Yr Total Return9.26%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
Return0P0001D8R3.TOCategory
YTD8.47%0.00%
1-Month-3.94%0.00%
3-Month7.59%0.00%
1-Year20.96%0.00%
3-Year8.47%0.00%
5-Year10.58%0.00%
10-Year0.00%0.00%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
0P0001D8R3.TOCategory
2024
N/AN/A
2023
13.22%N/A
2022
-7.66%N/A
2021
32.70%N/A
2020
6.45%N/A
2019
20.47%N/A
2018
N/AN/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202412.92%N/AN/AN/A
20233.37%1.26%0.25%7.90%
2022-8.07%-10.69%2.92%9.29%
202115.79%3.64%2.99%7.37%
2020-26.74%18.97%2.01%19.71%
201911.48%0.29%0.86%6.83%
2018-0.12%-14.53%N/AN/A

Rank In Category (By Total Return)

YTD5
1-Month15
3-Month9
1-Year6
3-Year4
5-Year2

Load Adjusted Returns

1-Year20.96%
3-Year8.47%
5-Year10.58%
10-YearN/A