Toronto - Delayed Quote CAD
BMO Multi-Factor Equity A (0P0001D8QZ.TO)
19.71
+0.76
+(3.99%)
At close: May 12 at 4:00:00 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -2.93% |
| 5y Average Return | 15.69% |
| Number of Years Up | 5 |
| Number of Years Down | 1 |
| Best 1Y Total Return (May 12, 2025) | 33.35% |
| Worst 1Y Total Return (May 12, 2025) | -- |
| Best 3Y Total Return | 33.35% |
| Worst 3Y Total Return | 7.66% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
0P0001D8QZ.TO
Category
- YTD
- -9.57%
- 0.00%
- 1-Month
- -4.41%
- 0.00%
- 3-Month
- -12.64%
- 0.00%
- 1-Year
- 9.58%
- 0.00%
- 3-Year
- 12.46%
- 0.00%
- 5-Year
- 14.05%
- 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
0P0001D8QZ.TO
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -5.39% | -- | -- | -- |
| 2024 | 13.08% | 4.99% | 4.24% | 7.75% |
| 2023 | 5.30% | 6.15% | -0.34% | 8.93% |
| 2022 | -4.88% | -12.60% | 1.66% | 3.42% |
| 2021 | 7.70% | 6.15% | 2.98% | 10.65% |
| 2020 | -14.92% | 16.12% | 4.61% | 6.03% |
| 2019 | 9.57% | 0.25% | 2.38% | 7.68% |
| 2018 | 5.37% | -7.44% | -- | -- |
Rank in Category (By Total Return)
| YTD | 71 |
| 1-Month | 49 |
| 3-Month | 61 |
| 1-Year | 47 |
| 3-Year | 42 |
| 5-Year | 33 |
Load Adjusted Returns
| 1-Year | 9.58% |
| 3-Year | 12.46% |
| 5-Year | 14.05% |
| 10-Year | -- |
Performance & Risk
| YTD Return | -2.93% |
| 5y Average Return | 15.69% |
| Rank in Category (ytd) | 71 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.90 |
| Morningstar Risk Rating |
Fund Overview
| Category | -- |
| Fund Family | BMO Investments Inc. |
| Net Assets | 219.82M |
| YTD Return | -9.57% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | May 14, 2018 |
Fund Summary
Fund Summary Information Not Available
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