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BMO Funds, Inc. - BMO Mid-Cap Value Fund (BMVGX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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9.72
-0.05
(-0.51%)
At close: 08:01PM EDT
Summary
Chart
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance overview
Morningstar return rating
★★★
Year-to-date return
11.10%
5-year average return
0.00%
Number of years up
4
Number of years down
2
Best 1-yr total return (3 Feb 2019)
20.68%
Worst 1-yr total return (3 Feb 2019)
-15.05%
Best 3-yr total return
20.68%
Worst 3-yr total return
1.13%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
BMVGX
Category
YTD
-3.81%
21.28%
1-month
-0.39%
-1.96%
3-month
-1.18%
4.90%
1-year
23.76%
55.83%
3-year
13.37%
11.08%
5-year
12.67%
11.93%
10-year
0.00%
10.64%
Last bull market
27.01%
25.54%
Last bear market
-24.06%
-22.08%
Annual total return (%) history
Year
BMVGX
Category
2021
35.28%
N/A
2020
0.87%
2.63%
2019
20.68%
25.18%
2018
-15.05%
-12.86%
2017
14.82%
13.22%
2016
17.62%
18.06%
2015
-5.67%
-5.41%
2014
N/A
9.31%
Past quarterly returns (%)
Year
Q1
Q2
Q3
Q4
2021
15.89%
6.21%
0.99%
8.84%
2020
-34.74%
17.70%
5.85%
24.07%
2019
11.97%
1.17%
-0.10%
6.64%
2018
-2.65%
0.58%
1.81%
-14.77%
2017
2.89%
0.43%
3.66%
7.20%
2016
0.45%
1.13%
6.45%
8.77%
2015
2.40%
-1.23%
-9.87%
3.48%
2014
-2.24%
5.86%
N/A
N/A
Rank in category (by total return)
YTD
13
1-month
24
3-month
9
1-year
17
3-year
65
5-year
62
Load adjusted returns
1-year
56.90%
3-year
9.50%
5-year
10.63%
10-year
12.07%
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