OTC Markets OTCPK - Delayed Quote USD

BMO US Equity Plus Advisor (0P00015LZO)

21.56 -0.13 (-0.61%)
At close: August 29 at 4:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 16.61%
5y Average Return 13.62%
Number of Years Up --
Number of Years Down --
Best 1Y Total Return (Aug 28, 2024) --
Worst 1Y Total Return (Aug 28, 2024) --
Best 3Y Total Return --
Worst 3Y Total Return --

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P00015LZO
Category
YTD
0.00%
0.00%
1-Month
0.00%
0.00%
3-Month
0.00%
0.00%
1-Year
0.00%
0.00%
3-Year
0.00%
0.00%
5-Year
0.00%
0.00%
10-Year
0.00%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P00015LZO
Category
2024
--
--
2023
23.67%
--
2022
-15.85%
--
2021
25.15%
--
2020
12.73%
--
2019
25.18%
--
2018
-2.12%
--
2017
10.74%
--

2016
7.61%
--
2015
14.29%
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 11.12% 4.42% -- --
2023 7.38% 5.32% -2.29% 11.91%
2022 -6.52% -16.24% 1.22% 6.18%
2021 4.09% 8.56% 2.67% 7.87%
2020 -14.62% 16.02% 6.07% 7.28%
2019 12.32% 2.78% 1.17% 7.18%
2018 0.50% 4.55% 3.46% -9.96%
2017 4.12% 0.40% 0.70% 5.20%
2016 -4.67% 0.65% 5.53% 6.27%
2015 6.92% -1.34% 1.11% 7.16%

Rank in Category (By Total Return)

Load Adjusted Returns

Performance & Risk

YTD Return 16.61%
5y Average Return 13.62%
Rank in Category (ytd) --
% Rank in Category (ytd) --
Beta (5Y Monthly) --
Morningstar Risk Rating --

Fund Overview

Category --
Fund Family BMO Investments Inc.
Net Assets 1.34B
YTD Return --
Yield --
Morningstar Rating --
Inception Date Nov 13, 2014

Fund Summary

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