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BMO Mid Cap Value Fund Class R-6 (BMVGX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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9.72-0.05 (-0.51%)
At close: 08:01PM EDT

Performance overview

Morningstar return rating★★★
Year-to-date return11.10%
5-year average return0.00%
Number of years up4
Number of years down2
Best 1-yr total return (3 Feb 2019)20.68%
Worst 1-yr total return (3 Feb 2019)-15.05%
Best 3-yr total return20.68%
Worst 3-yr total return1.13%

Trailing returns (%) vs. Benchmarks

ReturnBMVGXCategory
YTD-3.81%21.28%
1-month-0.39%-1.96%
3-month-1.18%4.90%
1-year23.76%55.83%
3-year13.37%11.08%
5-year12.67%11.93%
10-year0.00%10.64%
Last bull market27.01%25.54%
Last bear market-24.06%-22.08%

Annual total return (%) history

Year
BMVGXCategory
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/A9.31%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202115.89%6.21%0.99%8.84%
2020-34.74%17.70%5.85%24.07%
201911.97%1.17%-0.10%6.64%
2018-2.65%0.58%1.81%-14.77%
20172.89%0.43%3.66%7.20%
20160.45%1.13%6.45%8.77%
20152.40%-1.23%-9.87%3.48%
2014-2.24%5.86%N/AN/A

Rank in category (by total return)

YTD13
1-month24
3-month9
1-year17
3-year65
5-year62

Load adjusted returns

1-year56.90%
3-year9.50%
5-year10.63%
10-year12.07%