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

Nasdaq - Nasdaq Delayed price. Currency in USD
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10.250.00 (0.00%)
At close: 09:00PM EDT

Performance overview

Morningstar return rating★
Year-to-date return5.85%
5-year average return0.00%
Number of years up4
Number of years down2
Best 1-yr total return (3 Feb 2019)17.52%
Worst 1-yr total return (3 Feb 2019)-8.69%
Best 3-yr total return17.52%
Worst 3-yr total return0.42%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnBAEGXCategory
YTD7.33%12.08%
1-month-0.29%0.64%
3-month1.38%6.49%
1-year9.02%38.01%
3-year2.09%12.74%
5-year4.71%12.82%
10-year0.00%9.05%
Last bull market0.00%18.82%
Last bear market0.00%-20.53%

Annual total return (%) history

Year
BAEGXCategory
2021
N/AN/A
2020
-8.69%12.96%
2019
14.76%25.26%
2018
-3.36%-10.06%
2017
17.52%22.28%
2016
5.77%6.93%
2015
1.52%-0.92%
2014
N/A3.67%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20212.83%N/AN/AN/A
2020-19.95%8.12%1.73%3.70%
20199.12%1.58%-0.17%3.71%
20180.30%-0.81%4.02%-6.61%
20174.87%3.36%2.40%5.87%
20164.43%2.75%1.78%-3.15%
20153.78%-0.25%-5.09%3.34%
2014-2.28%3.40%N/AN/A

Rank in category (by total return)

YTD96
1-month82
3-month90
1-year100
3-year100
5-year99

Load adjusted returns

1-year7.88%
3-year1.35%
5-year3.71%
10-yearN/A