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BMO Funds, Inc. - BMO Dividend Income Fund (BADIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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13.04-0.08 (-0.61%)
As of 08:01PM EDT. Market open.

Performance overview

Morningstar return rating★★★★
Year-to-date return7.51%
5-year average return0.00%
Number of years up4
Number of years down2
Best 1-yr total return (3 Feb 2019)23.22%
Worst 1-yr total return (3 Feb 2019)-4.55%
Best 3-yr total return23.22%
Worst 3-yr total return5.88%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnBADIXCategory
YTD-1.07%4.44%
1-month1.64%-4.04%
3-month2.39%4.09%
1-year21.86%14.37%
3-year14.34%6.04%
5-year14.93%9.20%
10-year0.00%8.57%
Last bull market7.85%22.97%
Last bear market0.00%-11.27%

Annual total return (%) history

Year
BADIXCategory
2021
28.89%26.22%
2020
0.91%2.91%
2019
23.22%25.04%
2018
-4.55%-8.53%
2017
21.65%15.94%
2016
15.10%14.81%
2015
-3.76%-4.05%
2014
N/A10.21%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202111.85%6.06%-0.10%8.75%
2020-29.59%17.11%5.81%15.66%
201911.23%0.97%2.06%7.49%
2018-1.16%2.58%6.19%-11.34%
20174.22%1.72%6.52%7.73%
20162.95%1.41%3.35%6.67%
2015-0.69%-0.78%-7.39%5.47%
20141.48%4.37%N/AN/A

Rank in category (by total return)

YTD29
1-month19
3-month25
1-year35
3-year62
5-year24

Load adjusted returns

1-year32.00%
3-year8.40%
5-year12.25%
10-yearN/A