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BMO Target Risk Funds - BMO Moderate Allocation Fund (BMBQX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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6.38-0.05 (-0.78%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return Rating★★★
Year-to-Date Return4.58%
5-Year Average Return0.00%
Number of Years Up4
Number of Years Down2
Best 1 Yr Total Return (Feb 3, 2019)14.40%
Worst 1 Yr Total Return (Feb 3, 2019)-5.18%
Best 3-Yr Total Return14.40%
Worst 3-Yr Total Return3.53%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnBMBQXCategory
YTD-3.98%5.91%
1-Month-2.88%0.61%
3-Month-2.81%4.02%
1-Year2.25%18.59%
3-Year8.34%8.56%
5-Year7.33%7.44%
10-Year0.00%6.20%
Last Bull Market12.55%11.89%
Last Bear Market-9.80%-8.23%

Annual Total Return (%) History

Year
BMBQXCategory
2021
7.90%N/A
2020
10.79%8.86%
2019
14.40%14.81%
2018
-5.18%-5.04%
2017
10.52%9.86%
2016
5.89%6.62%
2015
-2.41%-2.32%
2014
N/A4.02%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20210.99%4.47%-0.63%2.91%
2020-10.04%10.67%3.48%7.55%
20197.11%2.59%0.77%3.32%
2018-1.02%0.21%1.86%-6.14%
20173.29%1.95%2.42%2.46%
20160.98%1.94%2.96%-0.08%
20151.91%-0.69%-4.78%1.26%
2014-1.19%1.47%N/AN/A

Rank In Category (By Total Return)

YTD51
1-Month33
3-Month28
1-Year50
3-Year52
5-Year49

Load Adjusted Returns

1-Year13.75%
3-Year8.39%
5-Year7.43%
10-YearN/A