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

Nasdaq - Nasdaq Delayed Price. Currency in USD
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6.37-0.05 (-0.78%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return Rating★★★
Year-to-Date Return4.71%
5-Year Average Return0.00%
Number of Years Up4
Number of Years Down2
Best 1 Yr Total Return (Feb 3, 2019)14.70%
Worst 1 Yr Total Return (Feb 3, 2019)-4.92%
Best 3-Yr Total Return14.70%
Worst 3-Yr Total Return3.76%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnBMBYXCategory
YTD-3.84%5.91%
1-Month-2.74%0.61%
3-Month-2.64%4.02%
1-Year2.65%18.59%
3-Year8.67%8.56%
5-Year7.61%7.44%
10-Year0.00%6.20%
Last Bull Market12.88%11.89%
Last Bear Market-9.62%-8.23%

Annual Total Return (%) History

Year
BMBYXCategory
2021
8.16%N/A
2020
11.06%8.86%
2019
14.70%14.81%
2018
-4.92%-5.04%
2017
10.71%9.86%
2016
6.12%6.62%
2015
-2.10%-2.32%
2014
N/A4.02%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20211.10%4.47%-0.63%3.05%
2020-10.07%10.82%3.48%7.69%
20197.25%2.59%0.77%3.46%
2018-0.92%0.31%1.86%-6.08%
20173.40%1.95%2.52%2.43%
20160.98%1.94%3.17%-0.08%
20152.01%-0.69%-4.77%1.48%
2014-1.09%1.51%N/AN/A

Rank In Category (By Total Return)

YTD45
1-Month23
3-Month23
1-Year45
3-Year47
5-Year38

Load Adjusted Returns

1-Year14.14%
3-Year8.68%
5-Year7.70%
10-YearN/A