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BMO Large-Cap Value R6 (BLCRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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15.75-0.14 (-0.88%)
At close: 08:01PM EDT

Performance overview

Morningstar return rating★★★
Year-to-date return9.01%
5-year average return0.00%
Number of years up5
Number of years down1
Best 1-yr total return (3 Feb 2019)28.17%
Worst 1-yr total return (3 Feb 2019)-11.41%
Best 3-yr total return28.17%
Worst 3-yr total return3.61%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnBLCRXCategory
YTD-2.51%4.44%
1-month1.64%-4.04%
3-month-1.87%4.09%
1-year18.27%14.37%
3-year13.67%6.04%
5-year13.00%9.20%
10-year0.00%8.57%
Last bull market24.29%22.97%
Last bear market-18.84%-11.27%

Annual total return (%) history

Year
BLCRXCategory
2021
28.17%26.22%
2020
4.40%2.91%
2019
20.25%25.04%
2018
-11.41%-8.53%
2017
20.49%15.94%
2016
11.62%14.81%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202113.94%5.83%0.09%6.19%
2020-27.34%17.13%5.08%16.75%
201911.69%1.40%-0.53%6.74%
2018-2.98%0.59%5.39%-13.87%
20174.29%1.42%5.75%7.73%
2016-0.26%0.21%3.54%7.86%

Rank in category (by total return)

YTD30
1-month71
3-month88
1-year30
3-year59
5-year53

Load adjusted returns

1-year28.17%
3-year17.18%
5-year11.43%
10-year12.82%