Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BRTDX (BMO TARGET RETIREMENT 2015 FUND CLASS R6) | NA | 0.00% | 1.63% | 4.55% | 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 |
|---|---|---|
| BRTDX (BMO TARGET RETIREMENT 2015 FUND CLASS R6) | 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 | 1.63 | 4.55 | NA | NA | NA | … | … | 0.00 | 8.94 | -4.20 | 12.14 | 6.86 | -1.89 | 8.07 |
| Sharpe Ratio | NA | 0.00 | 0.17 | 0.82 | NA | NA | NA | … | … | 0.00 | 2.54 | -0.92 | 3.61 | 0.96 | -0.25 | 1.40 |
| Standard Deviation(%) | NA | 0.66 | 3.88 | 4.61 | NA | NA | NA | … | … | NA | 2.97 | 5.99 | 3.21 | 6.88 | 7.59 | 5.80 |
| Draw Down(%) | NA | 0.00 | 8.66 | 8.66 | NA | NA | NA | … | … | 0.00 | 1.75 | 8.66 | 1.10 | 5.94 | 7.86 | 4.36 |
| Yield(%) | 0.00 | 0.00 | 3.55 | 3.64 | 1.99 | 1.33 | 1.00 | … | … | 0.00 | 0.00 | 8.17 | 2.92 | 2.62 | 3.75 | 0.75 |
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 |
|---|---|---|---|---|
| BRTDX (BMO TARGET RETIREMENT 2015 FUND CLASS R6) |
1.69%
Nov 2017 – Nov 2020 |
3.56%
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 |
|---|---|---|---|---|
| BRTDX (BMO TARGET RETIREMENT 2015 FUND CLASS R6) |
7.68%
Sep 2015 – Sep 2018 |
5.18%
Sep 2015 – Sep 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart