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BMO Target Risk Funds - BMO Aggressive Allocation Fund (BDSYX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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3.3300-0.0400 (-1.19%)
At close: 08:01PM EDT

Performance overview

Morningstar return rating★★★
Year-to-date return8.76%
5-year average return0.00%
Number of years up4
Number of years down2
Best 1-yr total return (3 Feb 2019)24.86%
Worst 1-yr total return (3 Feb 2019)-8.75%
Best 3-yr total return24.86%
Worst 3-yr total return6.02%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnBDSYXCategory
YTD-4.58%13.38%
1-month-2.31%1.16%
3-month-2.19%6.75%
1-year11.00%40.77%
3-year15.34%13.59%
5-year13.72%13.52%
10-year0.00%10.48%
Last bull market23.50%21.11%
Last bear market-20.60%-19.34%

Annual total return (%) history

Year
BDSYXCategory
2021
20.76%N/A
2020
13.74%15.41%
2019
24.86%24.78%
2018
-8.75%-9.27%
2017
21.74%18.41%
2016
7.26%8.45%
2015
-2.36%-1.74%
2014
N/A5.50%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20216.25%7.08%-1.02%7.23%
2020-22.52%19.58%7.05%14.67%
201912.48%2.72%0.00%8.07%
2018-0.53%1.48%4.28%-13.32%
20176.65%3.38%4.50%5.66%
2016-0.55%0.77%4.92%2.01%
20152.86%0.00%-8.83%4.12%
2014-1.37%2.65%N/AN/A

Rank in category (by total return)

YTD22
1-month34
3-month35
1-year44
3-year50
5-year44

Load adjusted returns

1-year30.69%
3-year13.01%
5-year13.70%
10-yearN/A