Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BRTHX (BMO TARGET RETIREMENT 2025 FUND CLASS R6) | NA | 0.00% | 1.87% | 5.61% | 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 |
|---|---|---|
| BRTHX (BMO TARGET RETIREMENT 2025 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 | 1.87 | 5.61 | NA | NA | NA | … | … | 0.00 | 11.69 | -6.14 | 17.13 | 7.21 | -2.36 | 8.61 |
| Sharpe Ratio | NA | 0.00 | 0.14 | 0.67 | NA | NA | NA | … | … | 0.00 | 1.91 | -0.73 | 3.50 | 0.70 | -0.23 | 1.08 |
| Standard Deviation(%) | NA | 0.88 | 6.72 | 7.28 | NA | NA | NA | … | … | NA | 5.39 | 10.28 | 4.73 | 10.00 | 10.42 | 7.97 |
| Draw Down(%) | NA | 0.00 | 13.74 | 13.74 | NA | NA | NA | … | … | 0.00 | 4.09 | 13.74 | 1.54 | 8.93 | 10.17 | 5.90 |
| Yield(%) | 0.00 | 0.00 | 2.44 | 3.04 | 1.67 | 1.12 | 0.84 | … | … | 0.00 | 0.00 | 4.19 | 3.70 | 4.03 | 2.79 | 0.67 |
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 |
|---|---|---|---|---|
| BRTHX (BMO TARGET RETIREMENT 2025 FUND CLASS R6) |
1.92%
Nov 2017 – Nov 2020 |
4.36%
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 |
|---|---|---|---|---|
| BRTHX (BMO TARGET RETIREMENT 2025 FUND CLASS R6) |
10.53%
Sep 2015 – Sep 2018 |
6.51%
Sep 2015 – Sep 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart