Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BRTGX (BMO TARGET RETIREMENT 2025 FUND CLASS R3) | NA | 0.00% | 0.80% | 4.71% | 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 |
|---|---|---|
| BRTGX (BMO TARGET RETIREMENT 2025 FUND CLASS R3) | 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 | 0.80 | 4.71 | NA | NA | NA | … | … | 0.00 | 8.95 | -6.77 | 16.58 | 6.52 | -3.03 | 7.97 |
| Sharpe Ratio | NA | 0.00 | -0.02 | 0.55 | NA | NA | NA | … | … | 0.00 | 1.55 | -0.79 | 3.44 | 0.63 | -0.29 | 1.00 |
| Standard Deviation(%) | NA | 1.97 | 6.58 | 7.18 | NA | NA | NA | … | … | NA | 4.86 | 10.27 | 4.65 | 9.95 | 10.52 | 7.96 |
| Draw Down(%) | NA | 0.00 | 14.27 | 14.27 | NA | NA | NA | … | … | 0.00 | 3.08 | 14.27 | 1.47 | 8.99 | 10.34 | 5.93 |
| Yield(%) | 0.00 | 0.00 | 1.71 | 2.33 | 1.27 | 0.85 | 0.63 | … | … | 0.00 | 0.00 | 4.05 | 1.25 | 3.41 | 2.34 | 0.53 |
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 |
|---|---|---|---|---|
| BRTGX (BMO TARGET RETIREMENT 2025 FUND CLASS R3) |
0.86%
Nov 2017 – Nov 2020 |
3.41%
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 |
|---|---|---|---|---|
| BRTGX (BMO TARGET RETIREMENT 2025 FUND CLASS R3) |
9.88%
Sep 2015 – Sep 2018 |
5.57%
Sep 2015 – Sep 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart