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Nasdaq - Delayed Quote USD

BMO Target Risk Funds - BMO Aggressive Allocation Fund (BDSQX)

3.3800
-0.0400
(-1.17%)
At close: May 16 at 8:01:10 PM EDT

Performance Overview

Morningstar Return Rating 4
YTD Return 8.78%
5y Average Return 0.00%
Number of Years Up 4
Number of Years Down 2
Best 1Y Total Return (Feb 4, 2019) 25.29%
Worst 1Y Total Return (Feb 4, 2019) -8.29%
Best 3Y Total Return 25.29%
Worst 3Y Total Return 6.47%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
BDSQX
Category
YTD
-4.54%
13.38%
1-Month
-2.28%
1.16%
3-Month
-2.09%
6.75%
1-Year
11.53%
40.77%
3-Year
15.80%
13.59%
5-Year
14.17%
13.52%
10-Year
0.00%
10.48%
Last Bull Market
23.50%
21.11%
Last Bear Market
-20.60%
-19.34%

Annual Total Return (%) History

Year
BDSQX
Category
2021
--
--
2020
14.18%
15.41%
2019
25.29%
24.78%
2018
-8.29%
-9.27%
2017
22.15%
18.41%
2016
7.73%
8.45%
2015
-1.97%
-1.74%
2014
7.80%
5.50%

2013
28.52%
26.84%
2012
15.67%
15.29%
2011
-4.38%
-4.13%
2010
16.68%
14.83%
2009
31.96%
30.03%
2008
-40.72%
-38.64%
2007
6.78%
7.48%
2006
15.14%
14.66%
2005
8.19%
7.75%
2004
11.83%
12.45%
2003
29.66%
30.32%
2002
-20.69%
-19.14%
2001
-8.97%
-7.34%
2000
-4.14%
-0.06%
1999
28.84%
25.27%
1998
15.66%
14.49%
1997
24.85%
19.54%
1996
19.64%
17.62%
1995
28.28%
28.60%
1994
--
2.31%

Past Quarterly Returns

YearQ1Q2Q3Q4
2021 6.35% 7.27% -0.91% --
2020 -22.40% 19.55% 7.30% 14.72%
2019 12.63% 2.72% 0.11% 8.17%
2018 -0.32% 1.59% 4.28% -13.16%
2017 6.78% 3.49% 4.60% 5.67%
2016 -0.44% 0.99% 4.91% 2.13%
2015 2.96% 0.10% -8.72% 4.20%
2014 -1.27% 2.78% -1.27% 2.78%
2013 9.11% 1.82% 6.78% 8.35%
2012 12.60% -4.76% 6.02% 1.74%

2011 5.58% -0.25% -17.71% 10.34%
2010 5.47% -11.75% 12.81% 11.12%
2009 -9.65% 17.66% 17.74% 5.42%
2008 -10.67% -0.38% -13.98% -22.56%
2007 2.21% 5.95% 1.22% -2.58%
2006 5.78% -1.99% 3.47% 7.33%
2005 -2.02% 1.59% 5.65% 2.88%
2004 2.65% 0.46% -1.99% 10.65%
2003 -4.94% 16.95% 3.75% 12.41%
2002 0.99% -10.74% -17.51% 6.66%
2001 -11.16% 7.38% -15.85% 13.38%
2000 8.03% -5.80% 0.44% -6.21%
1999 2.09% 8.65% -4.55% 21.69%
1998 11.21% 0.74% -15.06% 21.55%
1997 -1.00% 15.02% 9.77% -0.11%
1996 5.04% 4.87% 2.01% 6.47%
1995 6.88% 7.48% 7.73% 3.66%
1994 -1.27% -- -- --

Rank in Category (By Total Return)

YTD 18
1-Month 36
3-Month 38
1-Year 39
3-Year 42
5-Year 32

Load Adjusted Returns

1-Year 31.10%
3-Year 13.41%
5-Year 14.15%
10-Year --

Performance & Risk

YTD Return 8.78%
5y Average Return 0.00%
Rank in Category (ytd) 18
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.60
Morningstar Risk Rating

Fund Overview

Category Allocation--85%+ Equity
Fund Family BMO Funds
Net Assets 189.64M
YTD Return -4.54%
Yield 1.46%
Morningstar Rating
Inception Date May 30, 2014

Fund Summary

The investment seeks to provide total investment return primarily from appreciation, secondarily from income. The fund normally targets an allocation of approximately 100% of its total assets in funds that invest principally in equity securities, and will invest at least 80% of its assets in funds that invest principally in common or preferred stocks. Under normal market conditions it allocates its assets among the underlying funds based on asset allocation target ranges of 0-10% of its total assets in funds that invest principally in money market funds and 90-100% of its total assets in funds that invest principally in equity securities.

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