Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BRTAX (BMO TARGET RETIREMENT 2015 FUND CLASS Y) | NA | 0.00% | 1.44% | 4.24% | NA | NA | NA | … | … |
Data as of 12/10/2020, Common starting date is 01/02/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BRTAX (BMO TARGET RETIREMENT 2015 FUND CLASS Y) | 01/02/2014 | 12/10/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.00 | 1.44 | 4.24 | NA | NA | NA | … | … | 0.00 | 8.77 | -4.55 | 11.54 | 6.47 | -2.25 | 7.50 |
| Sharpe Ratio | NA | 0.00 | 0.12 | 0.75 | NA | NA | NA | … | … | 0.00 | 2.48 | -0.99 | 3.44 | 0.89 | -0.30 | 1.28 |
| Standard Deviation(%) | NA | 0.70 | 3.86 | 4.63 | NA | NA | NA | … | … | NA | 2.97 | 5.94 | 3.18 | 6.99 | 7.67 | 5.85 |
| Draw Down(%) | NA | 0.00 | 8.99 | 8.99 | NA | NA | NA | … | … | 0.00 | 1.75 | 8.99 | 1.10 | 6.06 | 8.08 | 4.37 |
| Yield(%) | 0.00 | 0.00 | 3.30 | 3.30 | 1.79 | 1.19 | 0.89 | … | … | 0.00 | 0.00 | 8.16 | 2.00 | 2.11 | 3.40 | 0.58 |
Data as of 12/10/2020, Common starting date is 01/02/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BRTAX (BMO TARGET RETIREMENT 2015 FUND CLASS Y) |
1.46%
Nov 2017 – Nov 2020 |
3.21%
May 2015 – May 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BRTAX (BMO TARGET RETIREMENT 2015 FUND CLASS Y) |
7.24%
Sep 2015 – Sep 2018 |
4.87%
Sep 2015 – Sep 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart