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BMO TCH Core Plus Bond I (MCBIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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11.620.00 (0.00%)
At close: 08:01PM EDT

Performance overview

Morningstar return rating★★★★
Year-to-date return1.67%
5-year average return2.96%
Number of years up9
Number of years down3
Best 1-yr total return (3 Feb 2019)13.54%
Worst 1-yr total return (3 Feb 2019)-2.34%
Best 3-yr total return13.54%
Worst 3-yr total return0.90%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMCBIXCategory
YTD-1.13%-0.61%
1-month-0.56%0.77%
3-month-1.29%1.99%
1-year-0.68%3.06%
3-year5.69%5.69%
5-year4.46%3.75%
10-year4.18%3.84%
Last bull market5.81%4.61%
Last bear market1.85%1.87%

Annual total return (%) history

Year
MCBIXCategory
2021
N/AN/A
2020
8.29%8.06%
2019
9.93%8.94%
2018
-1.48%-0.61%
2017
4.78%4.27%
2016
7.38%3.86%
2015
-2.34%-0.45%
2014
6.59%5.42%
2013
-1.32%-0.90%
2012
10.87%7.76%
2011
7.94%6.27%
2010
8.44%8.51%
2009
13.54%15.12%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2021-2.89%N/AN/AN/A
2020-0.02%4.79%1.38%1.96%
20194.05%2.99%1.68%0.90%
2018-1.24%-0.43%0.46%-0.27%
20171.45%1.35%1.19%0.71%
20163.30%3.49%2.30%-1.82%
20151.58%-1.62%-1.21%-1.08%
20142.70%2.95%-0.08%0.90%
20130.21%-2.96%0.77%0.70%
20122.21%2.10%4.13%2.03%
20111.68%2.06%1.34%2.63%
20101.75%2.74%4.21%-0.46%
20091.61%4.69%5.69%0.99%

Rank in category (by total return)

YTD46
1-month63
3-month31
1-year44
3-year51
5-year42

Load adjusted returns

1-year1.94%
3-year5.82%
5-year3.84%
10-year4.37%