Toronto - Delayed Quote CAD

BMO Canadian Equity Class A (0P000074NS.TO)

15.97 +0.03 (+0.21%)
At close: August 25 at 4:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 4.25%
5y Average Return 4.12%
Number of Years Up 12
Number of Years Down 6
Best 1Y Total Return (Aug 25, 2023) 24.28%
Worst 1Y Total Return (Aug 25, 2023) --
Best 3Y Total Return 24.28%
Worst 3Y Total Return -0.48%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P000074NS.TO
Category
YTD
4.25%
0.00%
1-Month
-3.31%
0.00%
3-Month
1.57%
0.00%
1-Year
0.73%
0.00%
3-Year
7.19%
0.00%
5-Year
4.12%
0.00%
10-Year
5.50%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P000074NS.TO
Category
2023
--
--
2022
-9.09%
--
2021
24.28%
--
2020
-0.09%
--
2019
19.45%
--
2018
-11.97%
--
2017
7.88%
--
2016
13.87%
--

2015
-2.65%
--
2014
8.18%
--
2013
20.09%
--
2012
4.58%
--
2011
-9.11%
--
2010
11.62%
--
2009
21.53%
--
2008
-27.34%
--
2007
8.64%
--
2006
14.22%
--
2005
20.09%
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2023 3.86% 1.22% -- --
2022 2.19% -14.79% -1.05% 5.51%
2021 8.86% 7.44% -0.43% 6.72%
2020 -22.94% 15.29% 4.62% 7.49%
2019 10.91% 3.44% 1.66% 2.41%
2018 -4.46% 5.63% -2.14% -10.86%
2017 0.95% -1.40% 3.81% 4.39%
2016 2.66% 1.81% 6.09% 2.70%
2015 3.86% -1.86% -4.54% 0.04%
2014 5.58% 5.53% -2.38% -0.54%

2013 6.94% 0.80% 4.45% 6.65%
2012 2.42% -3.74% 4.63% 1.38%
2011 4.91% -4.33% -12.29% 3.26%
2010 1.73% -5.64% 6.79% 8.88%
2009 -4.46% 15.03% 8.85% 1.60%
2008 -3.54% 9.87% -16.68% -17.72%
2007 2.09% 5.68% 1.81% -1.09%
2006 7.45% -4.31% 2.03% 8.87%
2005 3.82% 3.06% 10.54% 1.53%

Rank in Category (By Total Return)

YTD 40
1-Month 18
3-Month 49
1-Year 44
3-Year 78
5-Year 87

Load Adjusted Returns

1-Year 7.38%
3-Year 9.51%
5-Year 4.73%
10-Year 6.10%

Performance & Risk

YTD Return 4.25%
5y Average Return 4.12%
Rank in Category (ytd) 40
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.98
Morningstar Risk Rating

Fund Overview

Category --
Fund Family BMO Investments Inc.
Net Assets 25.55M
YTD Return 4.25%
Yield 2.83%
Morningstar Rating
Inception Date Nov 03, 2008

Fund Summary

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