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BMO U.S. Equity Class Advisor Series

Ranked 187 out of 877 in - US over 12 months
All calculations are in USD unless stated

Objective

This funds objective is to provide long term growth through capital appreciation by investing primarily in equities and equity-related securities of U.S. companies.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

US over : 31/10/2016 - 31/10/2017
  • Rank 187/877 Total Return
  • Rank 566/877 Standard Deviation
  • Rank 457/877 Max Drawdown

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 5.3% 2.1% 5.6%
2016 8.9% 0.6% -1.7% 4.3% 5.6%
2015 -3.7% 1.4% 0.0% -8.4% 3.7%
2014 13.9% 2.9% 3.7% 1.4% 5.2%
2013 28.8% 9.3% 1.1% 5.6% 10.4%
2012 11.4% 12.1% -4.8% 6.3% -1.9%
2011 1.8% 6.5% 0.8% -15.1% 11.8%
2010 12.9% 5.2% -11.0% 9.1% 10.5%
2009 21.5% -8.8% 14.5% 12.8% 3.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Canada

Fund Info

  • Launch date03/11/2008
  • Share Class size87Mn
  • Base currencyCAD

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment50

Charges

  • Annual management2.00%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in USD).