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BMO Funds, Inc. - BMO Low Volatility Equity Fund (MLVEX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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11.47-0.03 (-0.26%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return Rating★★
Year-to-Date Return6.17%
5-Year Average Return10.26%
Number of Years Up7
Number of Years Down1
Best 1 Yr Total Return (Feb 3, 2019)27.36%
Worst 1 Yr Total Return (Feb 3, 2019)-1.78%
Best 3-Yr Total Return27.36%
Worst 3-Yr Total Return7.00%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnMLVEXCategory
YTD-3.12%4.44%
1-Month-0.55%-4.04%
3-Month3.47%4.09%
1-Year17.57%14.37%
3-Year11.65%6.04%
5-Year11.43%9.20%
10-Year0.00%8.57%
Last Bull Market0.00%22.97%
Last Bear Market0.00%-11.27%

Annual Total Return (%) History

Year
MLVEXCategory
2021
22.14%26.22%
2020
-1.78%2.91%
2019
24.32%25.04%
2018
0.32%-8.53%
2017
12.99%15.94%
2016
9.84%14.81%
2015
1.96%-4.05%
2014
16.26%10.21%
2013
27.36%31.21%
2012
N/A14.57%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20214.17%5.57%-0.03%11.09%
2020-18.01%10.10%3.87%4.76%
201911.52%5.06%3.70%2.33%
2018-1.36%2.67%6.78%-7.23%
20174.42%0.84%0.98%6.27%
20164.54%3.11%-0.45%2.35%
20152.88%-1.59%-3.32%4.16%
20143.36%3.11%1.17%7.83%
201313.46%2.04%2.13%7.71%
2012-1.90%N/AN/AN/A

Rank In Category (By Total Return)

YTD92
1-Month31
3-Month4
1-Year98
3-Year71
5-Year82

Load Adjusted Returns

1-Year18.70%
3-Year9.63%
5-Year10.03%
10-YearN/A